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

allan agander93 at gmail.com
Wed Aug 6 23:04:34 UTC 2014


https://bugs.kde.org/show_bug.cgi?id=338076

--- Comment #5 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 don't know how much of the above is still relevant now that the imports are
producing the relevant categories?

 I would probaly expect to see the 'interest expense' as a fee against the
relevant transaction, or as a 'Miscellaneous expense'.  There is also an
'Interest' activity type, similar to 'Dividend', which could be used.

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