I tried to create the stock in Security Editor and as soon as I type the first character in the first box (Full Name) the OK button grays out and remains gray so it cannot be saved.
<http://www.avg.com/email-signature?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail> Virus-free.www.avg.com <http://www.avg.com/email-signature?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail> <#DAB4FAD8-2DD7-40BB-A1B8-4E2AA1F9FDF2> On Thu, Jun 4, 2026 at 12:01 PM <[email protected]> wrote: > Send gnucash-user mailing list submissions to > [email protected] > > To subscribe or unsubscribe via the World Wide Web, visit > https://lists.gnucash.org/mailman/listinfo/gnucash-user > or, via email, send a message with subject or body 'help' to > [email protected] > > You can reach the person managing the list at > [email protected] > > When replying, please edit your Subject line so it is more specific > than "Re: Contents of gnucash-user digest..." > > > Today's Topics: > > 1. Re: Help with column widths (David T.) > 2. Re: GnuCash and Roth 401(k)/IRAs (David T.) > 3. Re: GnuCash and Roth 401(k)/IRAs (David Warren) > 4. New User--Entering a stock in investments Version 5.15 > (Robert Putman) > 5. Re: New User--Entering a stock in investments Version 5.15 > (Murugan Mariappan) > 6. Re: New User--Entering a stock in investments Version 5.15 > (David T.) > 7. Re: GnuCash and Roth 401(k)/IRAs (Clint Chaplin) > > > ---------------------------------------------------------------------- > > Message: 1 > Date: Thu, 04 Jun 2026 11:21:49 +0530 > From: "David T." <[email protected]> > To: [email protected], Liz <[email protected]> > Subject: Re: [GNC] Help with column widths > Message-ID: <[email protected]> > Content-Type: text/plain; charset=utf-8 > > The advice offered by Liz and Jim should address the problem generally. It > will certainly cover the issue of the Description column. > > I'll note that it sounds like Rhonda has been dragging the wrong border, > which is a normal mistake. As another user has noted in the past, to adjust > the width of a given column, one must drag the *right* border to adjust the > column directly to the *left*. This trips up many users. > > The rightmost column, containing the register balance, presents a special > problem, since that right border aligns with the app window, and grabbing > it can be... difficult. For that column, the best option is to double click > the header itself to resize the column. (For the record, that approach can > be used on other columns as well, although it is of limited use with > Description and Transfer columns.) > > If Rhonda has actually sized columns so small that they can't be seen on > screen, it is possible to reset the app's displays by deleting the gcm > file. But that is a to for another day. > > David T. > > On June 4, 2026 3:08:56 AM GMT+05:30, Liz <[email protected]> wrote: > >On Wed, 3 Jun 2026 13:29:40 -0600 > >Rhonda Anderson <[email protected]> wrote: > > > >> Hello, > >> > >> I really need help. I have effectively shrunk my right hand columns > >> to where they have disappeared and I cannot stretch them out again. > >> I can't for the life of me understand how you shrink the columns. I > >> wanted to shrink the description column but it just kept getting > >> bigger and shrinking my other right hand columns to the point where I > >> cannot read them or stretch them out anymore. > >> > >> Anything you can suggest would be greatly appreciated! I tried, I > >> really tried to follow the directions, but the description column > >> kept getting bigger. Is there any way to go back to default column > >> lengths? > >> > >> Thank you, > >> Rhonda Anderson > >> _______________________________________________ > > > > > >Rhonda > > > >Try this from the FAQ > > > https://www.wiki.gnucash.org/wiki/FAQ#Q:_How_do_I_resize_my_register_columns.3F_Why_can_I_not_shrink_the_description_column.3F > > > >Make sure you get all of the link copied to find the place. > > > >Liz > >_______________________________________________ > >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. > > > ------------------------------ > > Message: 2 > Date: Thu, 04 Jun 2026 11:57:41 +0530 > From: "David T." <[email protected]> > To: [email protected], Clint Chaplin <[email protected]>, > Gnucash Users <[email protected]> > Subject: Re: [GNC] GnuCash and Roth 401(k)/IRAs > Message-ID: <[email protected]> > Content-Type: text/plain; charset=utf-8 > > Clint, > > I don't see any other replies, so... > > Our family has four Roth accounts-- one each for an IRA and an employer > retirement plan. I track all the contributions and earnings for those > accounts* (we haven't yet taken distributions **). That way, I can see > generally what our retirement savings look like. > > Tracking actual daily value for these accounts is, frankly, more trouble > than it's worth. Our retirement plans mask the investment details, and only > provide generalized data, which makes tracking difficult. So, I mostly > check that the share balances are correct from year to year. This gives me > a broad sense of our progress toward the long term goals. > > HTH, > David T. > > * - Contributions are handled as standard transactions between asset > accounts, while earnings are tracked in separate income accounts for tax > tracking purposes. > > ** - IANAA, but I understand that when distributions are made, extra > entries must be made in GnuCash to allow you to track the distribution as > income for IRS tracking. > > > > On June 3, 2026 9:22:21 PM GMT+05:30, Clint Chaplin <[email protected]> > wrote: > >For those of you using GnuCash and having Roth accounts, do you use > GnuCash > >to keep track of contributions vs. rollover/conversions vs. earnings, and > >if so, how? > > > >-- > >Clint (JOATMON) Chaplin > >_______________________________________________ > >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. > > > ------------------------------ > > Message: 3 > Date: Thu, 4 Jun 2026 06:46:40 -0400 > From: David Warren <[email protected]> > To: "David T." <[email protected]> > Cc: Clint Chaplin <[email protected]>, Gnucash Users > <[email protected]> > Subject: Re: [GNC] GnuCash and Roth 401(k)/IRAs > Message-ID: > <CAD5Z54f= > [email protected]> > Content-Type: text/plain; charset="UTF-8" > > I track Roth IRAs and my Roth 401(k) the same way I do all of my other > broad investment / brokerage accounts: > > Contributions credit the bank account and debit the Roth IRA. > At some periodicity (could be every 3, 6, or 12 mos), I change the > investment balances, which in a rising stock market has typically meant > debit the Roth IRA, credit Income:Nontaxable Investment Income. (I > understand other people may prefer a different credit account; this works > for me for tracking. David T says below "earnings are tracked in separate > income accounts for tax tracking purposes. Note that *nothing *on Roth > IRAs needs to be 'tracked' or reported in the USA, but perhaps David T > means "separate" from his/my *other *income accounts that do need to be > reported.) > > When I eventually take distributions, no, I won't make "extra" entries to > track for the IRS, I will simply credit the Roth IRA account and debit the > asset account where I have sent the distribution. > > Note that this is less involved than what I would do if I had REGULAR IRAs > or 401(k)s, as there I would be tracking eventual tax liabilities on growth > in those accounts, and then when I eventually take Required Distributions, > then the portion of the distribution that is taxable I would track into a > taxable income account. Here's an example for a REGULAR IRA. Say the > account balance was $500,000 at 2029-12-31 and I was required to withdraw > 5% of it per the tax code in 2032. When I take that $25,000 required > withdrawal, I would record it as: > > Credit Regular IRA $25,000 > Debit Brokerage Account $25,000 [these two record the transfer of assets] > Credit Income:Taxable:IRA withdrawal $20,000 [this presumes a calculation > that my tax basis in the IRA as of the withdrawal date was 100,000, or 20% > of the balance] > Debit Income:Nontaxable:IRA Deferred Growth $20,000 > Credit Liabilities:Taxes Due this year $8,000 [at 40% tax rate] > Debit Liabilities:Deferred Taxes on IRAs $8,000 (this account would have > been credited every year as the IRA grew from investment earnings) > > > On Thu, Jun 4, 2026 at 2:29?AM David T. via gnucash-user < > [email protected]> wrote: > > > Clint, > > > > I don't see any other replies, so... > > > > Our family has four Roth accounts-- one each for an IRA and an employer > > retirement plan. I track all the contributions and earnings for those > > accounts* (we haven't yet taken distributions **). That way, I can see > > generally what our retirement savings look like. > > > > Tracking actual daily value for these accounts is, frankly, more trouble > > than it's worth. Our retirement plans mask the investment details, and > only > > provide generalized data, which makes tracking difficult. So, I mostly > > check that the share balances are correct from year to year. This gives > me > > a broad sense of our progress toward the long term goals. > > > > HTH, > > David T. > > > > * - Contributions are handled as standard transactions between asset > > accounts, while earnings are tracked in separate income accounts for tax > > tracking purposes. > > > > ** - IANAA, but I understand that when distributions are made, extra > > entries must be made in GnuCash to allow you to track the distribution as > > income for IRS tracking. > > > > > > > > On June 3, 2026 9:22:21 PM GMT+05:30, Clint Chaplin <[email protected]> > > wrote: > > >For those of you using GnuCash and having Roth accounts, do you use > > GnuCash > > >to keep track of contributions vs. rollover/conversions vs. earnings, > and > > >if so, how? > > > > > >-- > > >Clint (JOATMON) Chaplin > > >_______________________________________________ > > >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. > > _______________________________________________ > > 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. > > > > > ------------------------------ > > Message: 4 > Date: Thu, 4 Jun 2026 07:01:32 -0400 > From: Robert Putman <[email protected]> > To: [email protected] > Subject: [GNC] New User--Entering a stock in investments Version 5.15 > Message-ID: > <CAGoNETc= > [email protected]> > Content-Type: text/plain; charset="UTF-8" > > In the Account Tree > Investments > Charles Schwab > Stock > > Press New - Enter Stock Symbol in Account Name -- Enter full name in > Description -- Parent Account = Stock -- Account Type = Stock -- > Security/Currency Press Select --> Select Security pop up - Namespace = All > Non-currency -- The help says to put where this stock is traded in this box > (Namespace) but when I enter the stock name in the Security box the > Namespace box returns to All Non-Currency. Only options are New and > Cancel. Click New and get New Account pop up. Whenever I enter anything > in the Full Name box, the OK is grayed out and I cannot proceed. > > What am I doing wrong? > > Bob > > < > http://www.avg.com/email-signature?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail > > > Virus-free.www.avg.com > < > http://www.avg.com/email-signature?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail > > > <#DAB4FAD8-2DD7-40BB-A1B8-4E2AA1F9FDF2> > > > ------------------------------ > > Message: 5 > Date: Thu, 4 Jun 2026 14:30:56 +0000 > From: Murugan Mariappan <[email protected]> > To: Robert Putman <[email protected]>, "[email protected]" > <[email protected]> > Subject: Re: [GNC] New User--Entering a stock in investments Version > 5.15 > Message-ID: > < > ri1p284mb3795a8ef7e97aa4de12adb8a9c...@ri1p284mb3795.brap284.prod.outlook.com > > > > Content-Type: text/plain; charset="us-ascii" > > Did you create the Stock under security editor > > > > > Saludos Cordiales > > > Murugan > > ________________________________ > From: gnucash-user <gnucash-user-bounces+m.muruganandam= > [email protected]> on behalf of Robert Putman <[email protected]> > Sent: 04 June 2026 12:01 > To: [email protected] <[email protected]> > Subject: [GNC] New User--Entering a stock in investments Version 5.15 > > In the Account Tree > Investments > Charles Schwab > Stock > > Press New - Enter Stock Symbol in Account Name -- Enter full name in > Description -- Parent Account = Stock -- Account Type = Stock -- > Security/Currency Press Select --> Select Security pop up - Namespace = All > Non-currency -- The help says to put where this stock is traded in this box > (Namespace) but when I enter the stock name in the Security box the > Namespace box returns to All Non-Currency. Only options are New and > Cancel. Click New and get New Account pop up. Whenever I enter anything > in the Full Name box, the OK is grayed out and I cannot proceed. > > What am I doing wrong? > > Bob > > < > http://www.avg.com/email-signature?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail > > > Virus-free.www.avg.com > < > http://www.avg.com/email-signature?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail > > > <#DAB4FAD8-2DD7-40BB-A1B8-4E2AA1F9FDF2> > _______________________________________________ > 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. > > > ------------------------------ > > Message: 6 > Date: Thu, 04 Jun 2026 20:12:35 +0530 > From: "David T." <[email protected]> > To: [email protected], Robert Putman <[email protected]> > Subject: Re: [GNC] New User--Entering a stock in investments Version > 5.15 > Message-ID: <[email protected]> > Content-Type: text/plain; charset=utf-8 > > Before you can create an account for a particular security, you have to > create the security. > > From the steps you describe, it sounds like you are getting to the new > security window (not a new account). > > I do not recall exactly which fields are required in that window, but I > believe at the very least you need a symbol and an exchange to save a > security. I use a browser to search online for the stock ticker symbol and > the exchange it belongs to. Once you fill those in, you should be able to > save the security, which can then be used to denominate your new account. > > GnuCash should take you back to the new account window you were working > in. > > Correct me if I'm wrong. > > David T. > > On June 4, 2026 4:31:32 PM GMT+05:30, Robert Putman <[email protected]> > wrote: > >In the Account Tree > >Investments > > Charles Schwab > > Stock > > > >Press New - Enter Stock Symbol in Account Name -- Enter full name in > >Description -- Parent Account = Stock -- Account Type = Stock -- > >Security/Currency Press Select --> Select Security pop up - Namespace = > All > >Non-currency -- The help says to put where this stock is traded in this > box > >(Namespace) but when I enter the stock name in the Security box the > >Namespace box returns to All Non-Currency. Only options are New and > >Cancel. Click New and get New Account pop up. Whenever I enter anything > >in the Full Name box, the OK is grayed out and I cannot proceed. > > > >What am I doing wrong? > > > >Bob > > > >< > http://www.avg.com/email-signature?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail > > > >Virus-free.www.avg.com > >< > http://www.avg.com/email-signature?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail > > > ><#DAB4FAD8-2DD7-40BB-A1B8-4E2AA1F9FDF2> > >_______________________________________________ > >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. > > > ------------------------------ > > Message: 7 > Date: Thu, 4 Jun 2026 08:58:29 -0700 > From: Clint Chaplin <[email protected]> > To: David Warren <[email protected]> > Cc: "David T." <[email protected]>, Gnucash Users > <[email protected]> > Subject: Re: [GNC] GnuCash and Roth 401(k)/IRAs > Message-ID: > <CAEf=QbBkV3dR8zJHbyMRQZwM9Bb9wdh4-6Ttf512mQhugj= > [email protected]> > Content-Type: text/plain; charset="UTF-8" > > Roth distributions MAY be taxable under certain conditions. Contributions > are always non-taxable when distributed. Roll-overs and conversions when > distributed may be taxable. And earnings when distributed may also be > taxable. The taxability depends on age of the contributor (59 1/2 or > more), age of the contribution (5-year rule) > > The IRS has rules about where distributions come from: contributions first, > then rollovers and conversions, and then earnings. > > Thus my question about keeping track of contributions vs. > rollover/conversions vs. earnings in GnuCash, and if so, how. > > On Thu, Jun 4, 2026 at 3:46?AM David Warren <[email protected]> wrote: > > > I track Roth IRAs and my Roth 401(k) the same way I do all of my other > > broad investment / brokerage accounts: > > > > Contributions credit the bank account and debit the Roth IRA. > > At some periodicity (could be every 3, 6, or 12 mos), I change the > > investment balances, which in a rising stock market has typically meant > > debit the Roth IRA, credit Income:Nontaxable Investment Income. (I > > understand other people may prefer a different credit account; this works > > for me for tracking. David T says below "earnings are tracked in > separate > > income accounts for tax tracking purposes. Note that *nothing *on Roth > > IRAs needs to be 'tracked' or reported in the USA, but perhaps David T > > means "separate" from his/my *other *income accounts that do need to be > > reported.) > > > > When I eventually take distributions, no, I won't make "extra" entries to > > track for the IRS, I will simply credit the Roth IRA account and debit > the > > asset account where I have sent the distribution. > > > > Note that this is less involved than what I would do if I had REGULAR > IRAs > > or 401(k)s, as there I would be tracking eventual tax liabilities on > growth > > in those accounts, and then when I eventually take Required > Distributions, > > then the portion of the distribution that is taxable I would track into a > > taxable income account. Here's an example for a REGULAR IRA. Say the > > account balance was $500,000 at 2029-12-31 and I was required to withdraw > > 5% of it per the tax code in 2032. When I take that $25,000 required > > withdrawal, I would record it as: > > > > Credit Regular IRA $25,000 > > Debit Brokerage Account $25,000 [these two record the transfer of assets] > > Credit Income:Taxable:IRA withdrawal $20,000 [this presumes a calculation > > that my tax basis in the IRA as of the withdrawal date was 100,000, or > 20% > > of the balance] > > Debit Income:Nontaxable:IRA Deferred Growth $20,000 > > Credit Liabilities:Taxes Due this year $8,000 [at 40% tax rate] > > Debit Liabilities:Deferred Taxes on IRAs $8,000 (this account would have > > been credited every year as the IRA grew from investment earnings) > > > > > > On Thu, Jun 4, 2026 at 2:29?AM David T. via gnucash-user < > > [email protected]> wrote: > > > >> Clint, > >> > >> I don't see any other replies, so... > >> > >> Our family has four Roth accounts-- one each for an IRA and an employer > >> retirement plan. I track all the contributions and earnings for those > >> accounts* (we haven't yet taken distributions **). That way, I can see > >> generally what our retirement savings look like. > >> > >> Tracking actual daily value for these accounts is, frankly, more trouble > >> than it's worth. Our retirement plans mask the investment details, and > only > >> provide generalized data, which makes tracking difficult. So, I mostly > >> check that the share balances are correct from year to year. This gives > me > >> a broad sense of our progress toward the long term goals. > >> > >> HTH, > >> David T. > >> > >> * - Contributions are handled as standard transactions between asset > >> accounts, while earnings are tracked in separate income accounts for tax > >> tracking purposes. > >> > >> ** - IANAA, but I understand that when distributions are made, extra > >> entries must be made in GnuCash to allow you to track the distribution > as > >> income for IRS tracking. > >> > >> > >> > >> On June 3, 2026 9:22:21 PM GMT+05:30, Clint Chaplin <[email protected]> > >> wrote: > >> >For those of you using GnuCash and having Roth accounts, do you use > >> GnuCash > >> >to keep track of contributions vs. rollover/conversions vs. earnings, > and > >> >if so, how? > >> > > >> >-- > >> >Clint (JOATMON) Chaplin > >> >_______________________________________________ > >> >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. > >> _______________________________________________ > >> 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. > >> > > > > -- > Clint (JOATMON) Chaplin > > > ------------------------------ > > Subject: Digest Footer > > _______________________________________________ > > 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. > > > ------------------------------ > > End of gnucash-user Digest, Vol 279, Issue 8 > ******************************************** > _______________________________________________ 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.
