Way back when, I had had the idea that a Security setup routine would be useful. Such a procedure would query the user for the ticker symbol and exchange, and from there, attempt to create:
1) the security; 2) the security account; and 3) an income account (for dividends) I never got very far with my attempts, but every once in a while I think about it again... David --- On Fri, 10/15/10, John Ralls <[email protected]> wrote: > From: John Ralls <[email protected]> > Subject: Re: Price Editor vs Security Editor > To: "Geert Janssens" <[email protected]> > Cc: "gnucash-devel" <[email protected]> > Date: Friday, October 15, 2010, 7:52 AM > > On Oct 15, 2010, at 6:25 AM, Geert Janssens wrote: > > > In afterthought I think I found it confusing because > there is no clear visual > > link between the two. > > > > In my naive way of using the tools, I would go to the > price editor, click the > > Add button, and see a list of namespaces. It didn't > occur to me that only the > > Currencies namespace has some predefined "securities". > To get a price for > > another security I'd have to first go to the > Securities editor, set up a new > > security and then add a price quote in the Price > editor. > > > > It would have been more intuitive to have a "Add new > security" button inside > > the New Price dialog. > ... > > I found that while the price editor only shows the > date, internally the time > > is saved as well, so in principle you could use the > price editor to handle > > multiple prices on the same day. The gui just doesn't > show it, which makes it > > a bit difficult to guess. > > Hmm. I can see why your workflow would find the price and > security editor setup confusing. I don't think that having > an "add security" function in the price editor is the right > thing to do, because just adding a security doesn't really > get you anywhere: You also need an account to hold that > security. Not only that, but for transactional purposes, > prices created by the price editor have no effect AFAICT. > You create a new price when you enter a transaction > involving an exchange between securities (usually between a > security and the default currency, but also between > currencies for those folks who have to do business in more > than one.) > > My workflow when I buy a new security is to first create an > account; the account editor has a way to select an existing > security or to create a new one, which I use. Once the > account is created, I return to my cash account and enter > the buy transaction. A dialog box comes up asking for the > price/exchange rate or the number of (e.g.) shares in the > other account bought or sold. That creates the first price > entry. (Subsequent purchases or sales will sometimes bring > up the "exchange rate" dialog, sometimes not. In the not > cases I have to go to the security account and adjust the > transaction, which also creates a new price entry.) I seldom > use the price editor except to run Finance::Quote. > > Regards, > John Ralls > > > > _______________________________________________ > gnucash-devel mailing list > [email protected] > https://lists.gnucash.org/mailman/listinfo/gnucash-devel > _______________________________________________ gnucash-devel mailing list [email protected] https://lists.gnucash.org/mailman/listinfo/gnucash-devel
