OK, following up, maybe one last time on this ....
Seems like this is a bug. It worked fine before, now it doesn't. Is
there a way to submit a bug to the Gnucash team?
-marcus
On 10/28/23 18:50, Ken Farley wrote:
I used to have my cash balance in the Brokerage account, but somewhere
along the line I found it "cleaner" (?) to use something like the
following structure for my various investment accounts (Brokerage,
IRAs, 401(k)s)
*Assets*
*Investments*
*Brokerage Account*
* = Cash Account = <-- an account of type "Bank"*
*Security Account A <-- Stock or Mutual Fund
*
*Security Account B <-- Stock or Mutual Fund*
*etc.
*
This structure has worked very well for me. I use the "=" characters
around the Cash Account name to force this account to be sorted to the
top of the list in the sub-accounts. When I changed the structure, I
did something like this:
(1) Added the Bank account to hold my cash balance
(2) Moved all the transactions in the top level "Brokerage Account"
(or whatever it is called) to this new Bank account.
(3) Changed the top level Brokerage Account to be a Placeholder
account (to keep me from habitually entering transactions into it).
It was kind of a pain to move the transactions, but that's what tea
and coffee are for, I suppose...
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