[Kmymoney-devel] [kmymoney4] [Bug 312816] Resize ledger No. column & @ Dave

[David Houlden]

On Tuesday 24 September 2013 23:22:48 aga wrote:
> Hi Dave
> 
> Apologies for not being clearer.  No patches have as yet been
> submitted, so no input needed from you in that area.

OK.
> 
> However, I'm in the process of developing a patch to get the columns to
> set themselves to sensible values, where each column is made wide enough
> for its data, with any additional window space given to the Details
> column.  This is instead of the current situation, where no individual
> column may be resized, and, if someone has a need for a longish check
> number, then the only recourse is to stretch the window, but that extra
> space gets grabbed by the Detail column.
 
OK. That sounds like a good thing to do.
>
> Anyway, during that there was some difficulty getting the edit widgets
> to behave during a window resize.  The most recent problem was with
> reinvest transactions, and the presence or otherwise of the Interest
> Amount widget.  I began to wonder whether it should actually be
> displayed.  In the simple case, the dividend amount is the quantity of
> shares x price.  It's only necessary to add those details, and there is
> no need for the interest amount field.  If a fee is entered, that is
> going to be deducted from the dividend amount, and presumably, is going
> to affect the quantity of shares allocated.  I'm assuming that your
> incoming advice will give the correct actual quantity of shares, so you
> enter that and the price and the fee, so there again is no need for any
> entry in the interest field.  The total field should reflect the true
> allocated dividend.

I very rarely (if ever) do a window resize so I was only really aware of 
the problem from what I have read here. I agree with what you wrote above 
except that to make it clear, the interest category is needed, the interest 
amount is not. It can be calculated.
> 
> So, if the actual quantity and price details are entered, and the fee,
> then that is all that is needed.  The interest field is redundant, and
> no entry needs to be made.  So for a reinvest it's not required and if
> you make an entry, it doubles up the amount while the transaction is
> open, but on saving the amount is correct.
> 
> A Dividend payment does require that field, however, and an account
> needs to be entered to receive the money.  In a Reinvest, there is no
> money to be transferred so no asset-account field is displayed.

I agree for a dividend payment. For a reinvest, you are right about no 
money being transferred but the interest field (not the amount) is still 
required to record a category for the dividend payment.
> 
> So, if you were able to follow that rambling, can you confirm, or
> otherwise, that you are able to enter just the quantity, price and fee
> and get the correct result.

Yes, I enter the number of shares purchased and the total paid for those 
shares and the fee category and amount. I also have to enter a category in 
the interest field (not the interest amount). Note that I enter total paid 
not price per share. I let KMyMoney work out the price per share, that way 
the number of shares and amount reinvested always matches exactly the state 
of the real account. There are no rounding errors.
> 
> If I'm still unclear, let me know.

No, it seems perfectly clear to me. Thanks for the explanation.
> 
> Cheers
> 
> Allan

Regards,
Dave.