No harm in doing a test scrub on an account without too many tx to see
what it does for you. Worst case is you need to delete the tx it
creates for each sale and tidy up the lots. I use lots even though I
don't need to for tax purposes because I like having a realised gain /
-loss tx in my p+l.
I'm not sure what you need the purchase dates for but the lots might
suit your purpose.
Wm.
On 2025-10-16 14:27, rsbrux wrote:
The pre-baked investment reports I have found (Advanced Portfolio and
Investment Portfolio under Assets & Liabilities) lack the securities'
purchase dates. Advanced Portfolio obviously makes use of them without
making them explicit. Is there any way of including them explicitly,
short of implementing lots? I haven't yet bothered with lots, because
Switzerland has no capital gains tax. If there is no other way, can I
count on the "Scrub Account" function to miraculously create the
needed data? What unwanted side effects might that entail?
_______________________________________________
gnucash-user mailing list
[email protected]
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
