<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<html>
<head>
<meta http-equiv="content-type" content="text/html; charset=UTF-8">
</head>
<body bgcolor="#ffffff" text="#000000">
Hi,<br>
<br>
I'm trying to set up KMM with my Schwab brokerage account<br>
I've added an account (type: Investment) and linked it to the Schwab
OFX (as described at the bottom of <a
href="http://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings">http://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings</a>)<br>
<br>
Thing is, the Schwab brokerage accounts include info on investments
& cash at the same time. So, if I transfer $100 to an empty
brokerage account (actual transfer, in schwab.com), the account has
$100 to buy securities with. When I download the OFX into KMM, it
shows up as "Buy Shares" with Price/share: $1.00 and Shares: 100.
And it doesn't look like there's any way to mark it as a transfer.<br>
<br>
Furthermore, dividends (not reinvested) show up as Amount:
<actual amount> but Total: $0.00<br>
<br>
I'm sure that other people are using some of these features, which
basically means I had set it up wrong.<br>
So let me have it: what's the right way to set it up?<br>
<br>
<br>
Extra info (who knows, might be relevant):<br>
* I'm using KMM 4.5.2 on KDE
<style type="text/css">p, li { white-space: pre-wrap; }</style>
<style type="text/css">p, li { white-space: pre-wrap; }</style>
4.6.1 libraries (XFCE)<br>
<br>
<br>
</body>
</html>