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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*<br>
<br>
<br>
On 04/12/2011 10:54 AM, Konstantin Svist wrote:
<blockquote cite="mid:4DA491E7.3010702@gmail.com" type="cite">
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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">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
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4.6.1 libraries (XFCE)<br>
<br>
<br>
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