On Sat, May 9, 2020 at 3:48 PM John Wiegley <[email protected]> wrote:
>
> >>>>> "o" == o1bigtenor  <[email protected]> writes:
>
> o> The example here you are putting the <Transactionid> inside the transaction
> o> information. Would you also use this technique in a currency exchange
> o> transaction (transaction done in a different currency than the ledger's
> o> 'base currency)?
>
> Sure. I also use the "lot note" to track wash sale adjustments to the cost
> basis, and when I want to (personally) track a an option rollover, since to me
> it's the continuation of an ongoing position but to my broker it's not. So I
> might have:
>
>     (387437466,W$128.99/364736412)
>
> I.e., this lot was opened in transaction 387437466, but its cost basis was
> adjusted due to a wash sale in transaction 364736412.
>
> Since the contents of the lot note are entirely free form, you can afterwards
> process this to create your own "audit trail" of a particular instrument,
> without having to use a specially named account or anything.
>
Thanks - - - - the flexibility here is awesome.

Keep on keeping on!

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