[GNC] Tutorial for moving stock between accounts?
David Cousens
davidcousens at bigpond.com
Tue Jan 1 17:46:55 EST 2019
Jon,
https://wiki.gnucash.org/wiki/Concept_of_Lots gives some clues on how to perform stock splits and how shares are treated
as lots
also
https://www.gnucash.org/docs/v3/C/gnucash-help/stock-split.html
David Cousens
On Mon, 2018-12-31 at 18:45 -0800, Jon Leech wrote:
> David Cousens wrote:
> > In that case it is fairly simple. If you open the transaction in the account
> > register they are in then edit the account entry split which debits them to
> > that account and just select the new account you want to move them to in the
> > drop down list. If you click on another transaction you will then get a
> > dialog asking whether you want to confirm the changes. This will remove the
> > transaction from that register. If you then open the new account register
> > you should see the transaction in the register for the new account.
>
> That would work if I were transferring all of the shares in the
> account to another account. But I'm only moving a portion of them (which
> I don't think I previously made clear - sorry for that). It may be that
> I end up having to synthesize new transactions that didn't actually
> occur to accomplish this (e.g. breaking the original purchase into two
> parts for the shares transferred / remaining), but I'd prefer the
> gnucash history to reflect actual events insofar as possible.
>
> There is very little about this topic in the mailing list archives.
> The last time someone asked was about 5 years ago, AFAICT, and it
> doesn't seem like the program is more capable in this area than it was
> in 2013. But I am hoping someone else has addressed this specific
> problem and documented how they accomplished it.
>
> Jon
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