[Kmymoney-devel] [kmymoney4] [Bug 328575] New: Create transaction to move an investment from one investment account to another

Allan agander93 at gmail.com
Tue Dec 10 10:59:24 UTC 2013


On 09/12/13 14:36, Jack wrote:
> https://bugs.kde.org/show_bug.cgi?id=328575
>
>              Bug ID: 328575
>             Summary: Create transaction to move an investment from one
>                      investment account to another
>      Classification: Unclassified
>             Product: kmymoney4
>             Version: unspecified
>            Platform: unspecified
>                  OS: All
>              Status: UNCONFIRMED
>            Severity: wishlist
>            Priority: NOR
>           Component: general
>            Assignee: kmymoney-devel at kde.org
>            Reporter: ostroffjh at users.sourceforge.net
>
> If you have multiple accounts with a Broker, you sometimes move stock from on
> account to another.   To do this in KMM now, you have to remove the shares in
> one account and then add them to the other account.  It would be easier to
> allow a transfer, in the same way you can transfer cash from one account (such
> as checking or savings) to another.  There should not be any restrictions on
> the receiving account, since it is possible to transfer stocks to an account
> with a different broker/institution.
>

You say "Create transaction to move....".  If I understand what you are 
thinking, that would involve inventing a new, non-standard, activity 
type.  Might it not be better to have a context menu option to do the 
transfer, as with checking accounts - 'Move transaction to...'?

Allan


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