[Kmymoney-devel] Converting shares

Ian Neal iann_bugzilla at blueyonder.co.uk
Thu Dec 5 00:39:56 UTC 2013


On 05/12/13 00:06, Allan wrote:
> On 04/12/13 23:32, Ian Neal wrote:
>> Hi,
>>
>> Is there currently a way of converting one stock type into another
>> within KMyMoney?
>>
>> The situation is that I have an existing stock holding, lets call it
>> Acme Class 1, and the company has decided to convert these all into Acme
>> Class 2 with a conversion ratio of 1:0.6
>>
>> I cannot see any obvious way of doing apart from adding a sell of Acme
>> Class 1 and a buy of Acme Class 2.
>>
>> Regards,
>>
>> Ian
>
> I've never had to do this myself, but I think this is where you would 
> use a split, where you enter the denominator in the quantity field, 
> which would take care of the quantity adjustment.  However, then you 
> have to take care of the change of name.
>
> I would probably use remove and add rather than sell and buy. Whether 
> you do the split before or after, is probably your choice.  There 
> could possibly even be a case for a third, interim, stock, to receive 
> the removed amount, do the split on those, then remove those and add 
> to your real second stock.  Whether that is necessary, or better, or 
> silly, is again your choice.
>
> Allan
>
I think I should probably create a new feature request for this 
functionality.
Might even have a go at programming it, if I ever get the time.

Ian


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