[Kmymoney-devel] KMyMoney - Can't edit transaction

Allan agander93 at gmail.com
Fri Nov 9 17:44:56 UTC 2012


On 09/11/12 16:09, David Houlden wrote:
> On Friday 09 November 2012 14:47:15 Allan wrote:
>> On 09/11/12 12:28, Allan wrote:
>>> I've noticed a historic transaction that I'm unable to edit.
>>>
>>> It shows at the moment as a dividend payment from a security to a
>>> 'virtual' current account, which I set up a long time ago as a sort of
>>> brokerage account.  There have been numerous movements both into and out
>>> of that account, both before and after this one.  As there is no reason
>>> for this account to have any balance at the moment, I decided to remove
>>> this one outstanding transaction.  However, I can neither edit it or
>>> delete it, in either account.  All I'm allowed to do is move it to
>>> another account, which I've done, but still it can't be edited
>>>
>>> The investment account is no longer in use and I can now close it, which
>>> is what I wanted to do, but I don't understand why I'm not able to edit
>>> or delete this one transaction.  The account opening date is prior.
>>>
>>> Please, can someone suggest why?
>>>
>>> Allan
>>
>> A supplementary question now.
>>
>> I have an Investment account, and below that an Equity account and below
>> that a security.
>>
>> The top level was open, as was the bottom level, but not the Equity
>> account.  In Investment view, on the account tab, the Equity appeared as
>> though open, with no hint that it was closed, until right clicked.  If
>> an investment account is closed, it appears as crossed through, but not
>> the equity.  A bit of inconsistency, perhaps?
>>
>> In fact, I'm not now clear on the need/purpose for all three.
>>
>> Allan
>
> Allan, I can't answer the question as to why all three are needed. I have only
> ever operated with investment accounts containing stocks and funds
> (securities) and a brokerage account associated with the investment account.
> I've never found a need for an equity account. In fact I only have one equity
> account which is called Opening Balances and I don't remember ever setting
> that up. I think it was created automatically when I first started using
> KMyMoney.
>
> I'm also now wondering what the purpose of an equity account is. I haven't
> found reference to it in the documentation.
>
> Dave.

I have a faint recollection that the security is/may be like the 
currency for the higher account/s, but wouldn't place money on it, as it 
were.

It probably didn't help me that in this case, all three accounts had the 
same name.

Allan


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