merger of funds

[Jack]

On 1/24/24 04:14, Jochen via KMyMoney wrote:
> Hi,
>
> how can I book a fund merger in kmymoney?
> There is a share price gain of the "old" fund with tax  have to take 
> into account. Because of loss of transparency I don't like to split it 
> into a sell and a buy transaction.

Hi Jochen,

Unfortunately, the way KMyMoney deals with securities does not support 
what you want/need.  Currently, there is no way to convert one stock 
into another, nor to transfer stock from one account to another.  You 
can "remove shares" and "add shares" or "sell" and "buy."  The 
development team is slowly putting together a list of things that need 
to be addressed when we eventually get to re-designing this area of the 
program, and the concept of tracking the information necessary for a 
proper capital gains calculation is definitely on the list. but no 
actual work on this has begun, and there is no estimated timeline.

Jack