Bengt Thuree wrote:
Hi Dave
Very nice with some examples for selling with profit as well as with a loss.
I have not checked, but is there any report(s) that can be included as
well to illustrate it a bit more?
Some small comments
Missed the ".png" for the first screenshot
<imagedata fileref="figures/invest_AccountsPredef"
srccredit="Dave Herman" format="PNG"/>
What can I say - I missed that, it never showed an error on "sudo make
all install" and all the screenshots displayed ...
Will check, fix and submit with next set of changes.
The Starting Balances should be changed to Opening Balance
(according to the druid)
Starting Balances --> Opening Balance
I remember checking this, no idea where "Starting Balances" was found.
Should we really have the following hierarchy (chapter 2.2)
Income
Investement
Brokerage Accounts
Capital Gains
I*Trade
I mean, the Captial Gains is not a Brokerage Account or
So perhaps just (which is what you have in Expenses)
Income
Investement
Capital Gains
I*Trade
I'm mixed about the order, the current mirrors the asset segment of the
tree, I have the Income:Cap Gains (long): Broker Account in my personal
file. The text discusses using the Income: Broker:Cap Gains as
simplifying the generation on reports to match what the Broker sends. I
would want to balance
that report against the Tax Report which I find is one of the most
useful reports (just compare it vs Q....... tax reports).
I did not want to use this complex account tree in the examples, I had
the impression that this was a example of a realistic tree. However
the text suggest that the user should build what works best for them.
Section 3.1 do not follow screenshot in 3.2
3.1 Income
Bank ABC
Interest
3.2 Income
Interest Income
CD
Saving
Noted
Note in 4.1 and 8 do not match sample in 2.2
4.2
6) * Type - Change the type from current to the exchange where the
security/commodity is traded (in this example NASDAQ).
(You can type in a new exchange as well)
Symbol/abbreviation should have its own "*"
Also, this Symbol is the stock ticker in your quote source source, not
on the Exchange itself.
For Amazon on Nasdaq Exchange is AMZN, but Ericsson on Stockholm
Exchange is ERIC-B while on Yahoo it is ERICB.ST
"Get On-Line Quotes" should be highlighted, and if it is not tickable,
then the F:Q package is not installed.
Didn't know that ! I keep thinking that the installation of F::Q should
be covered earlier as part of the installation of GnuCash.
Except that ofter GnuCash is installed via apt-get, yum or RPM.
I'll add more explanation about linkage between symbol & Exchange,
thanks for the information - I'm too US centric.
5.1 Screenshot do not match text. Equity:Opening Balances vs Equity:Starting
I am having some problem matching the instruction in the text with the
screenshot.
transfer from Equity:Opening Balances, Shares (eg: 100), and
Price (eg:
$20).
This sounds like one transaction, but it is two.
How about commission?
I was avoiding Commissions ( and splits) until the selling section -
should commissions be introduced here?
Not sure how I got "Equity:Starting" with the account "Equity:Starting
Balances"?
Title of screenshot is a bit weird. Perhaps "This image shows the
initial
stock purchase"with the account "Equity:Starting Balances"?
Yes - I fix.
5.2 Commission? Some people wants to track it, and some don't. Perhaps we
should show how to track it?
Other members thoughts ?
6.3 GnuCash will not display the "Get Quotes" button, as well as the tick
box for online quotes
if F:Q is not installed.
6.3.2 I am still missing clarification on the syntax and what
$HOME/gnucash.xac is.
Especially since the main datafile is called gnucash or rather
GuideInvestExample in this case.
6.4 Options button?
Don't understand this ??
8 Would be nice with two examples with screenshots for dividend with cash
as well as re-invested.
Working on these - That is why there is mention of NSTAR (NST) they pay
dividends, have a
DRIP (Dividend ReInvestment Program and recently ha a stock split.
By the way, the XML file is invalid (according to XMLmind) I think
something is of in 4.2
Really - I build the "standard" HTML files with "sudo make all install"
in the ./gnucash-doc-svn directory.
Works here - however I did a svn update today and downloaded a number of
files. When I try to MAKE I get
a number of errors, never completes. The files have <<<<<< & >>>>>>
throughout.
Just my small thoughts here..
/Bengt
p.s.
I hate screenshots... and redoing them...
Screenshots aren't bad with gimp, sequential are .....
Dave
_______________________________________________
gnucash-devel mailing list
[email protected]
https://lists.gnucash.org/mailman/listinfo/gnucash-devel
