So, I guess I have two questions:
(1) Is there a way to generate balance sheets that show totals per
brokerage as well as totals per asset type, given the same account
structure?
(2) If the above is not possible, which account structure have you
found to be most natural / useful in your experience?
First question:
When new to gnucash (probably good advice for all software) take the
time to examine what your options are. Include the possibility that you
might have to use gnucash to produce raw reports that are exported and
combined outside of gnucash.
So lets say you had a CoA structured by brokerage. But you want to see a
balance sheet structured by asset type. For example, you want a balance
sheet showing JUST what you have in cash (scattered all over the place).
See what happens if you run a balance sheet, and then use edit=>report
options=> accounts to select just those cash accounts.
Michael D Novack
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