Investments

John Ralls jralls at ceridwen.us
Sun Nov 21 09:49:41 EST 2010


On Nov 20, 2010, at 9:40 PM, Dennis Powless wrote:

> I'm having some difficulty setting up my retirement account in GC.  I
> imported all my data from quicken.  I don't have a complicated
> portfolio, I just have two accounts both held at the same company.
> 
> I have a Roth IRA and a 403B at work.  The amounts are all messed up
> from the import, showing large negative numbers :(   supposed to be
> positive.
> 
> I have run the new account druid to get the hierarchy, which gives me
> the correct accounts.
> 
> I wanted to start over and re-enter all the data...
> 
> I set up accounts
> 
> assets:investments:XYZ company:RothIRA
> assets:investments:XYZ company:403B
> 
> 
> The issue is, the accounts are only set up just like all the other
> ones just in and out..... no sell, buy tot shares  etc...
> 
> 
> What am I doing wrong?

You will  need to set up a sub-account under each for each stock/bond/mutual fund that you own. Those sub-accounts will be of type "stock" and will have as "currency" the actual stock. That will enable the buy and sell columns.

Regards,
John Ralls




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