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This is the "Register" or the "Ledger" window. Enter
transactions here. Add more documentation.
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+ Stock Portfolios
+ You can do stock transaction either from a single-stock window,
+ or from a portfolio-view window, shown below.
+
+
+
+ The portfolio ledger can be a bit daunting at first sight.
+ If you have trouble understanding it, then stick to creating
+ accounts which have a single stock in them.
+ Some important points to remember about the portfolio window:
+
+ - Its shows all stocks for your portfolio, not just some.
+ The share amounts shown are for each particular stock.
+
- Notice that it uses a two line display. Debited
+ accounts and debited amounts are on the upper line, and
+ credited amounts and accounts are on the lower line.
+
- If you buy or sell a stock with money from the brokerage
+ account, the total balance will not change, since the
+ value of the stock equals the amount of money exchanged.
+
- If you buy or sell a stock with money from the brokerage
+ account, the value of the transaction will appear twice,
+ once in red, and once in black. If shares are purchased,
+ the amount of money debited from the brokerage account will be
+ in red, and the value of the shares in black. If shares are
+ sold, then value of the shares is in red, and the money
+ credited to the brokerage account in black.
+
- If you are having trouble indicating a share purchase/sale
+ in the portfolio ledger, then make sure that "Transfer From"
+ and "Transfer To" accounts are in the right order. A
+ transfer from a stock account is always interpreted
+ as a sale, even if you entered the data as a purchase.
+ The vice-versa is also true.
+
- Someday, X-Accountant will be enhanced with a simplified
+ portfolio ledger window.
+
+