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

Stephen M. Butler kg7je at arrl.net
Wed Aug 21 13:43:44 EDT 2024


I presume you have an asset account that holds all these transactions -- 
most likely a parent account.  If so, I would add the "Total (Period)" 
column on the accounts tab.  That way you have nothing further to do and 
have the number available at all times for instant inspection.

The other option is to do a transaction report to pick the relevant 
accounts (and their children) for the current (or specified) year and 
maybe just ask for the grand total.

Stephen M Butler
Stephen.M.Butler51 at gmail.com
kg7je at arrl.net
253-350-0166
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On 8/21/24 10:04, Mattia Rizzolo wrote:
> 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. :)
>



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