[kmymoney] doc: Add initial notes on reusing an existing security in a second investment
Thomas Baumgart
null at kde.org
Sun Jan 5 11:02:48 GMT 2020
Git commit 95590fbf0ece4452f7f20ca7803f532385e0cb90 by Thomas Baumgart.
Committed on 05/01/2020 at 11:02.
Pushed by tbaumgart into branch 'master'.
Add initial notes on reusing an existing security in a second investment
account. Expansion and screenshots to be added later.
(cherry picked from commit 8547037f9373f5ae8c5d3d039a2e6f6fe2514c52)
M +45 -3 doc/details-investments.docbook
https://commits.kde.org/kmymoney/95590fbf0ece4452f7f20ca7803f532385e0cb90
diff --git a/doc/details-investments.docbook b/doc/details-investments.docbook
index 2fb1786ff..c0b29a398 100644
--- a/doc/details-investments.docbook
+++ b/doc/details-investments.docbook
@@ -7,9 +7,10 @@
<personname><firstname>Michael</firstname><surname>Carpino</surname></personname>
<email>mfcarpino at gmail.com</email>
</author>
+ <author> &Jack.H.Ostroff; &Jack.H.Ostroff.mail; </author>
</authorgroup>
- <date>2019-04-04</date>
- <releaseinfo>5.0.3</releaseinfo>
+ <date>2019-12-30</date>
+ <releaseinfo>5.0.7</releaseinfo>
</chapterinfo>
<title>Investments</title>
@@ -234,6 +235,43 @@
</para>
</listitem>
</itemizedlist>
+</sect2>
+
+<sect2 id="details.investments.reuse">
+ <title>Using a Security in more than one Investment Account</title>
+
+<note>
+ <para>
+ This section has been added just in time for the release of Version 5.0.8. The
+ author felt it was important to include at least the basic information now, since
+ this topic has been a source of difficulty for some time. The discussion will be
+ expanded and screenshots of the New Security Wizard will be added as soon as
+ possible.
+ </para>
+</note>
+
+<para>
+ It is possible to own shares of the same security in different investment accounts,
+ such as a regular investment account and also a retirement account. If you follow the
+ instructions above, you will have that security show up in both accounts, but
+ &kmymoney; will actually treat them as if each of the securities is a different
+ underlying equity. This results in duplicate storage, such as having two copies of
+ the entire price history of the equity. Therefore, you may prefer to have both
+ securities refer to the same underlying equity.
+</para>
+
+<para>
+ When you add a security to an investment account, and that security already exists in
+ another investment account, you need to be careful if you want to reuse it rather than
+ creating a new, duplicate security. When you see the <guilabel>New Investment
+ Wizard</guilabel>, after selecting the type of investment and clicking
+ <guibutton>Next</guibutton>, you need to be sure the <guilabel>Full Name</guilabel>
+ field is empty before entering the <guilabel>Trading Symbol</guilabel>. When you hit
+ <keycap>Tab</keycap>, if &kmymoney; already has a security using that symbol, it will
+ ask if you wish to reuse it. If you click <guibutton>Yes</guibutton>, it will fill in
+ the rest of that dialog, and you can then just click <guibutton>Next</guibutton>.
+</para>
+
</sect2>
</sect1>
@@ -252,6 +290,11 @@
on the screen by selecting any of them by left clicking on the item in the top bar and
dragging it to the left or right.
</para>
+<para>
+ If you choose to Edit an Investment, you will use the <guilabel>Investment detail
+ wizard</guilabel>, which looks and functions just like the <guilabel>New Investment
+ Wizard</guilabel>, as described in the previous section.
+</para>
</sect1>
<sect1 id="details.investments.ledger">
@@ -690,4 +733,3 @@
</para>
</sect1>
</chapter>
-
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