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No problem, I'm perfectly willing to work with the devs on fixing
issues. It's just that I was completely ignored last time.<br>
Hopefully we'll get the ball rolling this time<br>
<br>
On 08/26/2011 04:17 PM, Brendan Coupe wrote:
<blockquote
cite="mid:CANGobvJAKZNJpPHg-fF2D=4n0DXZg8yfVWKVxY5gB2=Ey=ZXcw@mail.gmail.com"
type="cite">I am a fellow user and I have mapped my Schwab
accounts in KMM. It's not clear to me from your email, did you map
the brokerage account in KMM to Schwab or the investment account
(the one with the buys, sells, dividends ...). I know this was a
little confusing to me when I first setup my brokerage accounts. I
know at first I renamed them so they made more sense to me and
that broke the link between them. That was 5 or 6 years ago so I
don't know i that's still an issue.
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<br>
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<div>I have struggled with my mapped brokerage accounts for many
years in KMM. They have different problems (that is different
brokers have different problems). My biggest complaint is that
KMM has no way to handle CDs. I find myself manually fixing
different types of transactions in KMM from both brokers that I
have mapped to KMM. I have submitted requests to fix the OFX
problems and to add an investment type for CDs and neither has
been worked on to date.</div>
<div><br>
</div>
<div>In the defense of the developers, I don't think any of them
use Charles Schwab and they have been very busy recently
converting KMM from KDE3 to KDE4 and dealing with the bugs that
were introduced during the conversion. The person that maintains
the OFX part of the code lives in Europe and does not have
access to any banks that use OFX (I think OFX is US only). I
have worked closely with him on many OFX related issues as well
as other issues and as long as I follow through he always fixes
the problem. In addition it's possible this is either the fault
of the broker (non standard OFX) or ofxlib, which is not the
responsibility of KMM. I know one of my problems that was caused
by a non standard OFX file was fixed within KMM so it can
happen.</div>
<div><br>
</div>
<div>In order for them to help solve your problem they will need
lots of details and probably a sample OFX file or two. I have
not followed through on my earlier requests so at this point I
blame myself that they have not been worked on. If you feel
ignored just re-post your question, eventually someone will get
back to you. I strongly urge you to keep it very positive, I've
seen some nasty emails to developers on this list and they don't
deserve it (and the person does not get any help). They need our
help to solve many of these problems so keep trying until
someone responds and then be ready to support the developer.
Squeaky wheel...</div>
<div><br>
</div>
<div>As far as fixing the code goes, if you can do that I think
they would gladly accept your changes once they review them. If
they are done well I don't think they will go to waste as long
as you post them on the developer mailing list. I'm willing to
test them if you send me a patch file. I've written scripts to
download and compile from SVN and it looks for patch files and
applies them if it finds them so it's easy for me to test
patches.</div>
<div><br>
----<br>
Brendan<br>
<br>
<img moz-do-not-send="true"
src="https://www.google.com/a/coupeware.com/images/logo.gif"
height="39" width="96"><br>
<br>
<br>
<br>
<div class="gmail_quote">On Fri, Aug 26, 2011 at 3:29 PM,
Konstantin Svist <span dir="ltr"><<a
moz-do-not-send="true" href="mailto:fry.kun@gmail.com">fry.kun@gmail.com</a>></span>
wrote:<br>
<blockquote class="gmail_quote" style="margin:0 0 0
.8ex;border-left:1px #ccc solid;padding-left:1ex;">
<div bgcolor="#FFFFFF" text="#000000"> It's been >4
months and still no reply to my original request. Do KMM
developers read this ML?<br>
I just tried 4.6.0 and have seen no improvement in
handling investment accounts. E.g. there's still no way to
enter something as simple as dividend fees...<br>
<br>
Signing up for -developers ML appears restricted &
there has been no reaction of any kind to bug filed on
SourceForge tracker.<br>
<br>
The only remaining option seems to be to edit the code
myself... which of course would only benefit me and nobody
else.<br>
<br>
*sigh*
<div>
<div class="h5"><br>
<br>
<br>
On 04/12/2011 10:54 AM, Konstantin Svist wrote:
<blockquote type="cite"> 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 moz-do-not-send="true"
href="http://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings"
target="_blank">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 <a moz-do-not-send="true"
href="http://schwab.com" target="_blank">schwab.com</a>),
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 4.6.1 libraries (XFCE)<br>
<br>
<br>
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