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

[Alvaro Soliverez]

On Sun, Apr 17, 2011 at 5:18 AM, Thomas Baumgart <thb at net-bembel.de> wrote:
> 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.
>


How about the reinvest dividend transaction? Doesn't it do exactly
that? (income to stock account)