Any guidance on this? It would really help me a lot to have the sale date
and sale price of each of these "Sold Lots" lots. I need to be able to
determine the fraction of the capital gain that was earned in the calendar
year of the sale (i.e. (asset sale price) - (asset price on Jan 1st in the
year of the sale)).
On Monday, February 15, 2021 at 6:26:52 PM UTC-5 samt wrote:
> I am trying to track previously sold lots in ledger using automated
> transactions. I have created this automated transaction rule to achieve
> this:
>
> = /^Assets:Investments:/ & (expr amount < 0) &
> tag("realized-capital-gains")
> (Sold Lots:$account) (-1 * amount)
>
> I wanted to know if it's possible for me to update the lot details for
> these transactions; in particular, I wanted to add a customized note to the
> generated lot indicating the date of sale and the sale price per share.
>
> - Sam
>
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