[Kmymoney-devel] Re: Security Purchases from an Income Account

[Thomas Baumgart]

Hi,

on Sunday 17 April 2011 00:56:01 Michael Garrison Stuber wrote:

> Greetings!
> I have a set of account I track where income is paid directly into a
> mutual fund.  There is no brokerage or sweep account.  KMM won't allow
> me to use an Income account as the source account when funding a
> security purchase.  This leaves me with two options:  (1) create a
> imaginary sweep account, and then put in two entries for each purchase,
> one from the income account to the sweep account and another for the
> security purchase, funded from the sweep account; (2) use an equity
> account instead of a sweep account.
> 
> At the moment I've opted for #2.  Of course the fact that KMM won't let
> you create an equity account (see other email) makes this difficult, but
> assuming you're willing to repurpose the opening balance account or edit
> the XML by hand, it seems to work.

Ah, there's the use case (never mind, I should read all my mails before I 
start answering).

> To me, both of these approaches are suboptimal.  Is there a design
> reason that investment transactions can't pull directly from an income
> account?

Not that I know of. Would it help to show the categories as well in the 
Account selector of the investment transaction editor? At this point, I have 
no idea about the impact on the reporting system.

-- 

Regards

Thomas Baumgart

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