[Kmymoney-devel] [kmymoney4] [Bug 312650] Cannot update quantity of stocks in Investments screen

Jack ostroffjh at users.sourceforge.net
Sat Jan 5 21:33:49 UTC 2013


--- Comment #10 from Jack <ostroffjh at users.sourceforge.net> ---
There is a general issue with imports on investment accounts.  KMyMoney
distinguishes the investment account (which just holds the shares) and the
brokerage account (which just holds the associated cash), but most actual
brokerage firms don't make that distinction, although it doesn't look like that
problem has affected you.

However, it looks like you createed an investment account, and then download
dividend transactions, but never put any shares into the account with a buy or
add shares.  The quantities weren't "broken" they just showed 0, or do I
misunderstand?  If I'm correct, you just need to do a "add shares" on the
opening day of the account, or actually do the "buy shares" in which case you
need to move enough cash into the brokerage account to pay for them.  Note that
 both dividend, buy, and add shares transactions will show in the ledger for
the investment account, but only dividend and buy will show up in the brokerage
account because adding shares doesn't require a transfer of money in or out of
the brokerage account.

If you can suggest any better wording for the manual to explain this better and
avoid this type of confusion, please send it to me, and I'll be glad to add it.

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