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[stock-txn-asst] Add notes about cash-in-lieu and capgains.

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Cash in lieu must be reported as a separate transaction. There was
already a note about that in reverse splits, apply it to regular
splits.

Add suggestion to enter a placeholder number when one can't
immediately calculate the capital gain on a sale or cover buy.
This commit is contained in:
John Ralls 2023-08-24 11:24:14 -07:00
parent a2bd020b13
commit b5e5a0ed2f
1 changed files with 6 additions and 14 deletions
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20
gnucash/gnome/assistant-stock-transaction.cpp
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@ -225,7 +225,7 @@ static const TxnTypeVec long_types
// Translators: this is a stock transaction describing new
// sale of stock, and recording capital gain/loss
N_("Sell"),
N_("Selling stock long, and record capital gain/loss.")
N_("Selling stock long, and record capital gain/loss.\n\nIf you are unable to calculate capital gains you can enter a placeholder amount and correct it in the transaction later.")
},
{
FieldMask::DISABLED, // stock_amt
@ -292,7 +292,7 @@ reinvested must be subsequently recorded as a regular stock purchase.")
// Translators: this is a stock transaction describing a stock
// split
N_("Stock split"),
N_("Company issues additional units, thereby reducing the stock price by a divisor, while keeping the total monetary value of the overall investment constant.")
N_("Company issues additional units, thereby reducing the stock price by a divisor, while keeping the total monetary value of the overall investment constant..\n\nIf the reverse split results in a cash in lieu for remainder units, please record the sale using the Stock Transaction Assistant first, then record the split.")
},
{
FieldMask::DISABLED | FieldMask::AMOUNT_CREDIT | FieldMask::INPUT_NEW_BALANCE, // stock_amt
@ -302,11 +302,7 @@ reinvested must be subsequently recorded as a regular stock purchase.")
FieldMask::DISABLED, // capg_amt
// Translators: this is a stock transaction describing a reverse split
N_("Reverse split"),
N_("Company redeems units, thereby increasing the stock price by a \
multiple, while keeping the total monetary value of the overall investment \
constant.\n\nIf the reverse split results in a cash in lieu for remainder \
units, please record the sale using the Stock Transaction Assistant first, then \
record the reverse split.")
N_("Company redeems units, thereby increasing the stock price by a multiple, while keeping the total monetary value of the overall investment constant.\n\nIf the reverse split results in a cash in lieu for remainder units, please record the sale using the Stock Transaction Assistant first, then record the reverse split.")
}
};
@ -332,7 +328,7 @@ static const TxnTypeVec short_types
// Translators: this is a stock transaction describing cover
// buying stock, and recording capital gain/loss
N_("Buy to cover short"),
N_("Buy back stock to cover short position, and record capital gain/loss.")
N_("Buy back stock to cover short position, and record capital gain/loss.\n\nIf you are unable to calculate capital gains you can enter a placeholder amount and correct it in the transaction later.")
},
{
FieldMask::DISABLED, // stock_amt
@ -401,7 +397,7 @@ static const TxnTypeVec short_types
// Translators: this is a stock transaction describing a stock
// split when shorting stock
N_("Stock split"),
N_("Company issues additional units, thereby reducing the stock price by a divisor, while keeping the total monetary value of the overall investment constant.")
N_("Company issues additional units, thereby reducing the stock price by a divisor, while keeping the total monetary value of the overall investment constant.\n\nIf the reverse split results in a cash in lieu for remainder units, please record the cover buy using the Stock Transaction Assistant first, then record the split.")
},
{
FieldMask::DISABLED | FieldMask::AMOUNT_DEBIT | FieldMask::INPUT_NEW_BALANCE, // stock_amt
@ -412,11 +408,7 @@ static const TxnTypeVec short_types
// Translators: this is a stock transaction describing a
// reverse split when shorting stock.
N_("Reverse split"),
N_("Company redeems units, thereby increasing the stock price by \
a multiple, while keeping the total monetary value of the overall investment \
constant.\n\nIf the reverse split results in a cash in lieu for remainder \
units, please record the cover buy using the Stock Transaction Assistant first, \
then record the reverse split.")
N_("Company redeems units, thereby increasing the stock price by a multiple, while keeping the total monetary value of the overall investment constant.\n\nIf the reverse split results in a cash in lieu for remainder units, please record the cover buy using the Stock Transaction Assistant first, then record the reverse split.")
}
};