Guide Investment selling examples

Chris Good chris.good at ozemail.com.au
Fri Jul 29 22:13:26 EDT 2016


> -----Original Message-----
> From: John Ralls [mailto:jralls at ceridwen.us]
> Sent: Saturday, 30 July 2016 9:25 AM
> To: Chris Good <chris.good at ozemail.com.au>
> Cc: gnucash-devel at gnucash.org
> Subject: Re: Guide Investment selling examples
> 
> 
> > On Jul 28, 2016, at 7:38 PM, Chris Good <chris.good at ozemail.com.au>
> wrote:
> >
> > Why do the images in the Guide seem to duplicate the sale transactions.
> I.e.
> > in the attached, there seems to be 2 transactions for 03/21/2006 but
> > the no of shares balance indicates there is only 1?
> >
> > Is this something an old version used to do?  If so, this must be very
> > confusing to new users. Should I redo these screen shots?
> 
> No, the screen shot is correct. It can indeed be a bit confusing.
> 
> There are two transaction entries because the transaction has two splits,
one
> for "Gross Sale" and the other for "Profit" (i.e. capital gain). It's done
this way
> to tie together the two parts of the transaction; it doesn't have to be
and if
> you use the Scrub Lots function it isn't; that makes two transactions and
uses
> the lot slots to tie them together.
> 
> Read carefully Chapter 8 a couple of times and it should start to make
sense.
> 
> Regards,
> John Ralls

Hi John,

Ah! As you say, it's because there are 2 splits to the stock account in the
same transaction, and the register is in Auto-Split view.  Basic view does
similar.
I'd forgotten it does this because I just about always use Transaction
Journal view.

The Help manual says: Basic Ledger: The default one line per transaction
style.

This is confusing UI and I think I should document it.
I think the screen shots should also be in Transaction Journal view or
should mention why there appears to be duplicate transactions.
Is anyone still working on the new register?

I'm currently working on documenting using Lots with investments.

Regards,
Chris Good
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