Company sponsored stock plan

David Carlson david.carlson.417 at gmail.com
Thu Dec 28 19:38:25 EST 2017


It sounds like your company is setting up an account similar to what we
usually call a 401-K in the US.

Whether it actually is a 401-K or not, you can track the account in the
same way, except for the tax related issues.

You can set up GnuCash to have a brokerage account similar to the example
in the Tutorial with Security accounts as child accounts taking care to
fund them with the correct currency.  As Ignacio mentioned, it may not be
tracked correctly in the advanced portfolio report unless you modify the
example as documented in other discussions here about the Advanced
portfolio report..

Since your base currency is Euros, you will also need to take care which
transactions are in which currency and which ones handle conversions from
USD to Euros.

Good Luck

David C


On Thu, Dec 28, 2017 at 4:33 PM, Ignacio Fernandez Ortega <nfernan at gmail.com
> wrote:

> If you are using the multicurrency example from the guide I am sure is not
> going to work
> I dealt with the same issue last week. Take a look at
> https://lists.gnucash.org/pipermail/gnucash-user/2017-December/073686.html
>
>
> On Thu, Dec 28, 2017 at 4:27 PM, Wolfgang Paul Rauchholz <
> wp.rauchholz at gmail.com> wrote:
>
> > Trying to set the following up, but can‘t get it right. I hope to find
> help
> > here. That is the scheme:
> > The base currency is in €.
> >
> > 1) monthly, a certain amount (in €) is taken off salary and invested in
> >  stocks (in USD)
> > 2) the company adds X-% on top of the amount and stock (in USD) is bought
> > 3) Reporting is done in base currency €.
> >
> > Once this is done,  I need to add quarterly dividends, but I believe I
> saw
> > something in the manual.
> >
> > Thx for your help.
> > --
> >
> > Wolfgang Rauchholz
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