Trying to add Kyndryl to my investments

[Bob Ewart]

I think I figured out the problem.

I had some mutual funds which were sold off to buy other funds. I marked 
them closed, but they still showed up in the Equities list crossed out 
even though I had "Do not show closed accounts" checked.

I then checked "Do not show zero balance equities" which made them 
disappear.  When I added a new stock from the Equities list it didn't 
give me a chance to set the initial number of shares. So as a zero 
balance equity, it didn't show up.  I should have added shares from the 
broker's ledger.

I'm using KMyMoney 5.1.2 on Kubuntu 22.04.  It has "Do not show closed 
accounts" check box in General Filter configuration.  That is missing 
from the AppImage of 5.1-179 and master-183.  Why?

I've been using KMyMoney since 2010 and even contributed to the 
installation instructions for OpenSUSE.  So I have a lot of closed 
accounts which clutter up the displays.

I'm still trying to handle Reinvest Dividend actions.

On 9/2/22 21:02, Bob Ewart via KMyMoney wrote:
>
> On 9/2/22 16:43, Jack via KMyMoney wrote:
>> On 9/2/22 16:03, Bob Ewart via KMyMoney wrote:
>>> Last November IBM sold off Kyndryl Holdings and gave me some shares 
>>> in it on 2021-11-08.  I got a dividend from them on 2021-11-10.  
>>> That added the stock to my list of securities but not to the 
>>> equities for that brokerage when I updated it via importing an ofx 
>>> file.
>> If it added a security, that security had to be related to some 
>> existing equity.  (Note that security account are within a given 
>> Investment Account an equities are global for KMM, not related to any 
>> brokerage or other account or institution.)  It's possible it will 
>> take looking into the uncompressed .kmy file for a definitive answer, 
>> but hopefully we can resolve the issue without needing to do that.
> It was added as a result of importing the OFX file from the brokerage 
> account.
>
> <ACCOUNT type="15" id="A000148" institution="" number="" 
> lastreconciled="" name="KYNDRYL HOLDINGS INCORP REGISTERE" 
> opened="2021-11-10" lastmodified="2021-12-15" currency="E000024" 
> description="" parentaccount="A000082"/>
>
> A000082 is the brokerage account and A000148 is listed as a sub-account.
>
>>>
>>> I tried to "add" it to the equities for the brokerage.  It asked me 
>>> if I wanted to use the symbol already on file.  I said Yes. The 
>>> Online Source defaults to Stooq. Clicking on Finish crashed 
>>> KMyMoney.  I changed the online source  to Yahoo which was accepted, 
>>> but didn't show up in the list of equities.
>> That crash is a problem, but I'm not certain if it has been reported 
>> or not - that will take a review of existing bugs.  You definitely do 
>> want to say "yes" to that question.  What I don't understand is how 
>> you can possibly edit a security without it showing up in the list of 
>> equities.  One thing you might try is to edit the name of the 
>> security.  Then you can look for that new name under the equity list.
> I did check "yes" to send the report.  I did edit the security's name, 
> but it still isn't showing in the equities list.
>
>>>
>>> I tried again saying No I didn't want to reuse the symbol on file 
>>> and misspelled the name.  Still didn't show up in the list of equities.
>> Again, if you created a new security, I don't see how it can possible 
>> not show up on the list of equities.  While I don't think it should 
>> matter, does it show up if you click "Show all accounts" (under the 
>> View menu?)
> I did that and it does not show up as an asset under my broker. Both 
> names are listed under securities; neither are listed under equities.
>>>
>>> Any suggestions will be gratefully accepted.
>>>
>>> -- 
>>> Bob
>>
>> Let us know if any of these suggestions help.
>>
>> Jack
>>
>