Investment in foreign currencies

Andy Chung andy.chung.0 at gmail.com
Tue Nov 30 14:33:56 GMT 2021


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> 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 <labm.4v70 at gmail.com>
>
>
>
>

-- 
Cheers
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