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

george at wildturkeyranch.net george at wildturkeyranch.net
Wed Aug 6 18:42:25 UTC 2014


--- Comment #1 from george at wildturkeyranch.net ---
(In reply to george from comment #0)
> 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?

And now I find that I can not restore the security name AND the transaction is
no longer in the investment account either.

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