Hi,
Joseph Vernice writes:
> Thank you, David. I do have many more securities as well. I was just
> talking about a single account. I guess I'll just bite the bullet.
>
> Do you have the being rolled up into a parent account or are they each
> a top level account?
Generally it would be
My hierarchy is rather deep; my investment (commodity) accounts are down
several levels. Assets:Investments:Taxable:David:Schwab:AAPL for example.
Another example might be Assets:Investments:Untaxed:David:IRA:Regular
IRA:Schwab:AAPL
This means that my accounts will show separate holdings of
Thank you, David. I do have many more securities as well. I was just
talking about a single account. I guess I'll just bite the bullet.
Do you have the being rolled up into a parent account or are they each a
top level account?
Thanks,
Joseph
On 3/27/2019 10:58 AM, David T. wrote:
Joseph,
Each stock will have its own account. That's just how it works. Setup can be
tedious, but it's not difficult once it's set up. I have many more commodity
accounts than you (many of them closed out), and I do not find it troublesome.
David
On Wed, Mar 27, 2019 at 20:10, Joseph
I have a Schwab account that contains a number of stock investments. I
can't figure out how to import the investment transactions into the
account that I setup.
There doesn't seem to be any means of setting the Symbol column in GC.
Do I need to setup a sub-account for each stock symbol? If
