I’m having trouble figuring out how to set things up for a USA user.
Are there any sample files showing USA brokeres or USA accounts types that might help me get a sense of how other USA users set things up? THANK YOU!
There is no localization within PP.
Creat a security account and and a cash account.
Add securties and your transactions and you are good to go.
Thank you very much for your reply I’m just ahving a hard time understanding how many securities accts to creat if I I have say 3 accounts each with 2 companies with different individual funds in each do I create 2 security accts in PP, one for each company, or 6, one for each acct with each company, or just 1 and stuff everything in there?
And do I need to add securities (like by ticker symbol) before I can add transactions or if I just import transactions that have ticker symbols will that take care of it?
I’ve been trying to follow the app help and the tutorials in the documentation but I keep getting stuck so thank you for your help. Also I just found Import CSV file so I might try that next. Thanks.
You create as many as you need to analyze what you want. The strength of PP is to summarize accounts while you still can analyze each account separately.
When creating a transaction manually, the stock needs to be there. If you import transactions pdf from your broker (in case they are supported), non-existing securities will be created automatically.
Not sure how this works with csv import… just give it a try.
There are subtle and not-so-subtle differences in terms and usage between countries.
First decision point is how many entities you need to model. For example, personal, retirement, and joint entities would be separate. A few characters on each Deposit/Security account is enough to identify them when you create filters.
I think of deposit accounts as the bank accounts and broker accounts I use for buy/sell and income. Security accounts broker accounts. Each entity can have one or many deposit and broker accounts.