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some stock entry clarifications #315

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some stock entry clarifications #315

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7 changes: 3 additions & 4 deletions C/guide/ch_invest.xml
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Original file line number Diff line number Diff line change
Expand Up @@ -764,10 +764,9 @@ Income
</listitem>

<listitem>
<para>The <guilabel>Type:</guilabel> should already be <guilabel>NASDAQ</guilabel>, because this is what
was selected in the security selector, but you can change it here, including
adding more categories. More information about this can be found in the &app;
Manual in section 8.7, <quote>Security Editor</quote>.
<para><guilabel>Type:</guilabel> will already be <guilabel>NASDAQ</guilabel>, if you completed the example setup in the previous section,
because this was selected in the security selector. If you want, you can change it here, including
adding more categories. More information about this can be found in <ulink url="&url-docs-C;help/tool-security-edit.html">the Security Editor manual page</ulink>.
</para>
</listitem>

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44 changes: 5 additions & 39 deletions C/manual/ch_Tools_Assistants.xml
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Expand Up @@ -4857,7 +4857,7 @@
<sect1 id="stock-assistant">
<title>Recording a Stock Transaction</title>
<para>While with practice you can quickly enter any stock transaction directly in the register as explained in the <quote>Investments</quote> chapter in the guide, &app; provides an assistant that can help walk you through most common transactions and several less common ones that you might encounter.</para>
<para>The assistant is accessed from the <guilabel>Action</guilabel> menu when the current register is for a Stock or Mutual Fund account.</para>
<para>The assistant is accessed from the <guilabel>Action</guilabel> menu when the current register is for a non-placeholder Stock or Mutual Fund account. If you are trying to use the assistant but it is disabled, you may need to complete the steps in <ulink url="&url-docs-C;guide/invest-setup1.html#invest-setup-stockaccounts2">Setup Accounts for Stocks and Mutual Funds</ulink> first.</para>

<itemizedlist>
<title>Types of stock transactions supported by the <guilabel>Stock Transaction Assistant</guilabel></title>
Expand Down Expand Up @@ -5324,44 +5324,10 @@

<itemizedlist>
<listitem>
<para><emphasis role="bold">Type:</emphasis> Categories for organizing securities. &app; has the following
built in:
<itemizedlist>
<listitem>
<para><guilabel>CURRENCY</guilabel> or <guilabel>ISO4317</guilabel>: These are used for national
currencies and are not editable with the <guilabel>Security Editor</guilabel>.
</para>
</listitem>

<listitem>
<para><guilabel>FUND</guilabel>: Ordinarily used for open-ended mutual funds, i.e., those that one
purchases from and sells to only the issuing company and that are priced daily at
their net asset value.
</para>
</listitem>

<listitem>
<para><guilabel>AMEX</guilabel>, <guilabel>ASX</guilabel>, <guilabel>EUREX</guilabel>,
<guilabel>NASDAQ</guilabel>, and <guilabel>NYSE</guilabel>: These represent a few of
the exchanges on which stocks, closed-end mutual funds, and exchange-traded funds
are traded.
</para>
</listitem>

<listitem>
<para><guilabel>Template</guilabel>: This is a reserved word. It will not normally appear in the
<guilabel>Security Editor</guilabel> unless you type it in, and if you do it will
cause problems. Don&apos;t use it.
</para>
</listitem>
</itemizedlist>
</para>

<para>If your investment doesn&apos;t fit into one of these categories, for example if you trade stocks on
the DAX or LSE, you can easily create your own type simply by typing it into the field.
The type of security has no meaning to Gnucash (except <guilabel>Template</guilabel>,
don&apos;t use that!), it&apos;s there only to make it easier for you to find the security
from the selection lists.
<para><emphasis role="bold">Type:</emphasis> Categories for organizing securities. You can use any name
you like here except for the word <guilabel>Template</guilabel>. Some common choices are <guilabel>EUREX</guilabel>
and <guilabel>NASDAQ</guilabel>, but the type of security has no meaning to Gnucash (except <guilabel>Template</guilabel>,
don&apos;t use that!). It&apos;s there only to make it easier for you to find the security from the selection lists.
</para>
</listitem>

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