Investment in foreign currencies

[Marc Labranche]

Hi,

I have downloaded the last stable build (#1203) and the 3 issues below are fixed.
I am therefore continuing my KMM test in parallel with Moneydance.

Best regards,

Marc.



> Le 30 nov. 2021 à 15:33, Andy Chung <andy.chung.0 at gmail.com> a écrit :
> 
> i am in 5.1.2 and i could do all you described.
> 1. i have investment account in HKD and a USD stock inside it. suggest you check if you create your security_1 in sek. believe u would need a category in sek for the dividend as well. likely u also have a sek asset account receiving the dividend.
> 2. if you could create security_1 follow same step for security_2
> 3. believe that your security_3 is likely newly created. just wonder if there would be some transactions e.g. dividend payment after your purchase date and u try modifying the purchase date after dividend date....
> 
> my liability amounts is displayed in red. account type has to be liability.
> 
> 
> 
> 
> 
> 
> Marc Labranche via KMyMoney <kmymoney at kde.org <mailto:kmymoney at kde.org>> 于2021年11月30日周二 下午9:27写道：
> Hi,
> 
> I have been using KMM for a few weeks and so far I find all the features I need.  Except in investment in foreign currencies.
> As I am new on the product I don’t really know if I misuse KMM or it is bugs.
> 
> Here is the context on which I experiment severe issues (crash) with security transactions in foreign currencies.  
> 
> - file/base currency = EUR
> - investment account currency = EUR
> - brokerage account currency = EUR
> - fees, interest and dividend category in EUR
> - security_1 : InvestorAB in SEK
> - security_2 : Helen of Troy in USD
> - security_3 : Bonheur in NOK
> 
> Main question : is KMM can manage different currencies in all the concepts : file (base currency), accounts (investment, brokerage) and category (fees, interest, dividend) ? Even in split transaction ? 
> 
> The issues :
> 1_ I can create the security InvestorAB but I can not introduce a dividend payment transaction.  I give all the details in the bug 445591 I introduced last week.  I give the example in a KMM file with a very short data set.  KMM crashes.
> 2_ I cannot create the security_2.  When I try to Enter the security KMM crashes (even without fees).  I cannot reproduce this problem on a small set of data.
> 3_ For security_3 I made a mistake in introducing the purchase date and I try to modify it afterwards. I can modify the date but when I Enter the transaction KMM crashes.
> 
> I hope someone can help me : Documentation ? Tips ? Where would my mistakes be ?
> It is a showstopper for me.
> 
> Finally a small question concerning the Accounts page : why my liability amounts are not displayed in red ? All amounts are displayed in green (discrepancy between my KMM file and the user manual). 
> 
> Best regards,
> 
> Marc Labranche
> Email : labm.4v70 at gmail.com <mailto:labm.4v70 at gmail.com>
> 
> 
> 
> 
> 
> -- 
> Cheers
> 

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