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

allan agander93 at gmail.com
Wed Aug 6 19:43:57 UTC 2014


allan <agander93 at gmail.com> changed:

           What    |Removed                     |Added
                 CC|                            |agander93 at gmail.com

--- Comment #2 from allan <agander93 at gmail.com> ---
(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?

See my last comment in your other bug,  Bug 337251.  You should be getting the
correct category information now.  However, the heading in this bug refers to
OFX, where we have been dealing with QIF, I hope.  Or, are you saying that OFX
is exhibiting the same issue as was present pre your git download?

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