From b5e5a0ed2f35bcef5c069e1b0289cd70a9b03e73 Mon Sep 17 00:00:00 2001 From: John Ralls Date: Thu, 24 Aug 2023 11:24:14 -0700 Subject: [PATCH] [stock-txn-asst] Add notes about cash-in-lieu and capgains. 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. --- gnucash/gnome/assistant-stock-transaction.cpp | 20 ++++++------------- 1 file changed, 6 insertions(+), 14 deletions(-) diff --git a/gnucash/gnome/assistant-stock-transaction.cpp b/gnucash/gnome/assistant-stock-transaction.cpp index f045280b97..c40e3dd575 100644 --- a/gnucash/gnome/assistant-stock-transaction.cpp +++ b/gnucash/gnome/assistant-stock-transaction.cpp @@ -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.") } };