[GNC] Standard Report - Equity Statement

[NoobAlice]

Hi Ismael,

"Equity Statement" as a report is the net of your total assets and 
liabilities, your personal equity.  You reach it via
Reports > Income and Expense > Equity Statement
The "Investments" are amounts that you add directly to 
personal-equity-type accounts.  So if I have an account named "Opening 
Balance" that on the Accounts page is Type: Equity, changes to that 
account show up on the Equity Statement report.

You probably want to use "Advanced Portfolio" from
Reports > Assets & Labilities > Advanced Portfolio
which will show you the stocks you own in companies and your investments 
in them.  These are Type: Stock on your Accounts page.  These stocks are 
your equity in these companies, but they are just a part of your 
personal equity.
* The total you have invested in each stock through the report date is 
shown in the "Money In" column.
* The total sales are the "Money Out" column.

To make an investment in a stock, money comes out of your checking 
account (an Asset) and goes into the stock (another Asset).  So your 
personal equity does not change at this time, and there is no change to 
the Equity Statement.  But the Advanced Portfolio will show the stock 
investment.

I hope I didn't over-explain anything, but I'm trying to make this clear 
for you and anyone else who has a similar question in the future and 
finds this mailing list post.

NoobAlice

On 2023-06-23 11:08 PM, Ismael via gnucash-user wrote:
> Hello
> I use V5.1 & Win11
> 
> My Standard Report - 'Equity Statement' does not show any amount for 'Investments for Period'.
> 
> I am sure that I have made investments and recorded them in the respective Asset account (Stock).
> 
> Gnucash HELP is not really helpful for 10.3.5.2. Equity Statement.
> 
> Any idea what to do to see 'Investments for Period' in Standard Report - 'Equity Statement'
> 
> Regards
> Ismael
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