[GNC] Investments: Bank, Asset or Equity?

[D.]

I'd just note that there is a Mutual Fund account type (although functionally, I believe they are equivalent to Stock accounts).


-------- Original Message --------
From: viking <viking2ev at san.rr.com>
Sent: Sat Mar 27 21:33:59 EDT 2021
To: gnucash-user at gnucash.org
Subject: Re: [GNC] Investments: Bank, Asset or Equity?

@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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