Accounting method

[paulstonge]

Is there a global setting for accounting method or must it be set for each investment? Also, as far as I can see there is no way this can be set for an investment when using the generic transaction import, true?

[Mark]

Hi paulstonge,

The global setting can be applied when you create the Capital Gain or Open Lots report. When creating these reports, you choose whether to use the investment's assigned property, or you can override it and force the whole report to use one accounting method that you pick.

You're right, this isn't an option you can specify during the generic transaction import, but it would be something good we could add.