[Kmymoney] investments/Securities

Joe W. Byers ecjbosu at aol.com
Tue Jan 21 13:16:33 UTC 2014


On 01/21/2014 04:50 AM, Allan wrote:
> On 21/01/14 01:45, Joe W. Byers wrote:
>> On 01/20/2014 06:00 PM, Thomas Spuhler wrote:
>>> On Monday, January 20, 2014 06:00:27 PM Jack wrote:
>>>> On 2014.01.20 16:59, Thomas Spuhler wrote:
>>>>> Why do I have to enter new Investments on every account if they are
>>>>> already in the Securities Tab?
>>>>> This seems to be very inefficient.
>>>>>
>>>>> -- 
>>>>> Best regards
>>>>> Thomas Spuhler
>>>> Thomas,
>>>>
>>>> I'm not sure it matters, but Which version are you using?
>>>>
>>>> When you add a new security to an account, and you provide the symbol
>>>> of an already existing security, it should ask if you want to reuse 
>>>> the
>>>> existing security or create a new one.  Have you just missed noticing
>>>> that question/checkbox?  Perhaps it could be made more prominent, but
>>>> it should be there.
>>>>
>>>> Jack
>>>> _______________________________________________
>
>>> I am using Version 4.6.3
>>> yes, it actually does, but there is no hint. You just have to put the
>>> trading symbol in, then hit
>>> the tab and it is asking me if I want to use an existing sec.
>>> But thanks for the response. This will help
>>>
>
>> Is there a way to combine existing duplicate securities?
>
> I may be answering the wrong question, in which case your question 
> will need to be more detailed.
>
> What may work (on a backup file, in case), is to edit one security to 
> have temporarily a different symbol.  Then edit the other one to have 
> that same symbol.  All being well, you'll get the question asking if 
> you want to use the existing stock.  If so, that should result in them 
> all being grouped together, so then edit the symbol back to its original.
>
> Allan
>
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That might work.  I will try that.

Thanks

-- 
*Joe W. Byers*
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