New User Questions - initial reconciliation, displaying stock values

Derek Atkins warlord at MIT.EDU
Sun Nov 14 09:50:25 EST 2004


"Oliver D. Iberien" <oliver-forward at charter.net> writes:

> I can't figure out any of the following. Any advice would be appreciated.
>
> 1) Opening balances in new accounts are entered as transfers from "Equity: 
> Opening Balances." I have done this. However, I cannot figure out how to 
> reconcile either the new accounts created with these transfers, or the 
> "Opening Balances" account itself. It seems that all my accounts will remain 
> unreconciled. How is this initial reconciliation achieved?

You reconcile the initial transfer with the opening balance of the
statement.

> 2) I have set up the online quote system. However, in the Accounts window, 
> stocks show up not by their current value but by the number of shares. Is 
> there some way of displaying current value? 

turn on the "total in report currency" column.  Click on "options".

-derek

-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
       warlord at MIT.EDU                        PGP key available


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