[Kmymoney-devel] Converting shares

Allan agander93 at gmail.com
Mon Dec 9 17:42:26 UTC 2013

On 09/12/13 14:40, Jack wrote:
> On 2013.12.04 19:39, Ian Neal wrote:
>> On 05/12/13 00:06, Allan wrote:
>>> On 04/12/13 23:32, Ian Neal wrote:
>>>> 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.
>>> 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.
>> I think I should probably create a new feature request for this
>> functionality.
> I just opened bug 328575 (https://bugs.kde.org/show_bug.cgi?id=328575)
> as I just had the same issue.  For bookkeeping purposes, my broker
> opened a new account for me, and transferred several stocks to that
> account from my existing account, although no split was involved.
>> Might even have a go at programming it, if I ever get the time.
> What I did in this case was to do a "remove shares" to bring the total
> to 0.  I then duplicated the remove transaction, moved that transaction
> to the new account, and then changed it to "add shares" so it had
> exactly the same number of shares.
> Jack

That makes four steps, and in Ian's case there is the further step of 
doing the shares split.

I suspect that Ian is thinking of a single operation.  Your idea of 
allowing stock transfers could perhaps be a part of that as long as a 
share split is optionally included.


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