[Kmymoney-devel] [kmymoney4] [Bug 338076] New: Download OXF of investment transactions all set to 'category' "investment transaction".

george at wildturkeyranch.net george at wildturkeyranch.net
Wed Aug 6 18:34:17 UTC 2014


            Bug ID: 338076
           Summary: Download OXF of investment transactions all set to
                    'category' "investment transaction".
           Product: kmymoney4
           Version: git master
          Platform: Fedora RPMs
                OS: Linux
            Status: UNCONFIRMED
          Severity: normal
          Priority: NOR
         Component: general
          Assignee: kmymoney-devel at kde.org
          Reporter: george at wildturkeyranch.net

When downloading transactions for an investment account all the new entries in
the 'Brokerage' account get a default "category' of "investment transaction". 
It would be far better if this actually reflected the nature of the
transaction, i.e.:

interest expense
interest income
Dividend income
investment expense  (for general fees and adjustments)

investment transaction (for buy and sell transactions)

I would like to suggest an extension to the account info data where the user
could specify what categories s/he wants to use for each of these.

Attempting to 'edit' these transactions is another horror story.
First the security field is cleared.  

The 'category' field becomes 'split' and can not be changed except by clearing
the splits and all the 'yes I really do want to do this, please may I'

Sure could be a bit more friendly here, or am I missing something?

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