[GNC] Investments: Bank, Asset or Equity?
viking
viking2ev at san.rr.com
Sat Mar 27 21:33:59 EDT 2021
@Christopher,
If I have multiple Banks, Brokerage Accounts and Stocks, would the following
structure work fine?
Assets (Top-level Parent) = Asset [placeholder]
---Current Assets = Asset [placeholder]
------Bank 1 = Bank [placeholder]
---------Account 1a = Bank
---------Account 1b = Bank
------Bank 2 = Bank [placeholder]
---------Account 2a = Bank
---------Account 2b = Bank
---Investments = Asset [placeholder]
------Brokerage Accounts = Asset [placeholder]
---------Brokerage Account 1 =Asset [placeholder]
------------Linked Bank 1 = Bank
------------Mutual Funds 1 = Stock [placeholder]
---------------Mutual Fund 1a = Stock
---------------Mutual Fund 1b = Stock
------------Stocks 1= Stock [placeholder]
---------------Stock 1a = Stock
---------------Stock 1b = Stock
---------Brokerage Account 2 =Asset [placeholder]
------------Linked Bank 2 = Bank
------------Mutual Funds 2 = Stock [placeholder]
---------------Mutual Fund 2a = Stock
---------------Mutual Fund 2b = Stock
Thank you for your help! I want to make sure that I set this up correctly
from the beginning before starting to import data. If I make a mistake, I
assume that I can easily change the type after importing the data?
--
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