[GNC] how to total up all "stock transactions" in a year

Mattia Rizzolo mattia at mapreri.org
Wed Aug 21 13:04:38 EDT 2024


Hello,

for… tax reasons¹… I need to be able to tell if in a given year the sum
of money I used to buy/sell financial instruments is above a certain
number (so I need to sum up money used to buy and deduct all money
received when selling).

In practice I'd like to sum up all transactions that involved trading
non-currencies in a given year.
I don't do a ton of transactions, but still enough and across plenty of
instruments and across several brokerage firms, so my CoA is quite
convoluted.

How would you recommend I do such query in gnucash?




¹ In Italy, this is then used to compute the "ISEE" (an indicator of the
economic condition of the family).  But tbh it is an interesting number
to have on its own. :)

-- 
regards,
                        Mattia Rizzolo

GPG Key: 66AE 2B4A FCCF 3F52 DA18  4D18 4B04 3FCD B944 4540      .''`.
More about me:  https://mapreri.org                             : :'  :
Launchpad user: https://launchpad.net/~mapreri                  `. `'`
Debian QA page: https://qa.debian.org/developer.php?login=mattia  `-


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