[GNC] Share Values recording

[davidcousens49 at gmail.com]

Finbar,

This is likely as specific as it gets or can get
https://www.gnucash.org/docs/v4/C/gnucash-guide/chapter_invest.html.

As others have mentioned the exact accounting treatment depends on the tax rules
in your jurisdiction and likely business regulations if you are conducting
investment as a business operation. 

>From there you specify what information you need for:
a) tax purposes;
b) your management of your investments;
c) reporting purposes if your investment can be classed as a business activity.

This in turn defines what your account structure should be for investments. 

The examples in the guide will reflect fairly common practice in many
jurisdictions but the devil is always in the local detail. For that you either
need a local accountant/financial adviser you trust or you need to acquire the
skills to research the legislation and regulation in your jurisdiction and turn
that into accounting methodology.

David Cousens

On Thu, 2022-08-11 at 15:30 +0100, Mahon Finbar wrote:
> Hello,
> 
> I am trying to rationalise my shares (or things that have a moving 
> value) holdings.
> 
> I understand the basics of GNU,  in that I have been a user for some 
> time and have been able to record transactions, create reports to 
> satisfy the taxman, etc., but I keep getting bits and pieces of 
> information from the various places where my shares are registered, 
> mostly about values and dividends and the like.
> 
> I have a somewhat random selection of 'accounts' with information about 
> my (relatively small number) of holdings (a word that is a bit strong 
> for my situation)
> 
> What I am aiming to do is get a simple account or accounts where I can 
> just register what I paid, what dividends and other income stuff I may 
> have had and items such as current value.
> 
> Is there a simple source in the 'help' for creating that and what is it 
> called and what does it contain?? If not where should I start??
> 
> Sorry to be a neophyte, but I am a bit frustrated.
> 
> Finbar (located in Europe, but only really dealing in €)
> 
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