[Kmymoney-devel] [kmymoney4] [Bug 343536] New: Same stock investments in different accounts

aga agander93 at gmail.com
Thu Jan 29 20:42:02 UTC 2015



On 29/01/15 19:04, T.B. wrote:
> https://bugs.kde.org/show_bug.cgi?id=343536
>
>              Bug ID: 343536
>             Summary: Same stock investments in different accounts
>             Product: kmymoney4
>             Version: 4.7.1
>            Platform: MS Windows
>                 URL: http://www.directupload.net/file/d/3882/g6bpf7g5_png.h
>                      tm
>                  OS: other
>              Status: UNCONFIRMED
>            Severity: normal
>            Priority: NOR
>           Component: general
>            Assignee: kmymoney-devel at kde.org
>            Reporter: hummerfisch at yahoo.de
>
> I have already created an investment account and have added the initial
> investments inventory, both stocks and fonds. Now I like to create a second
> depot and also like to start with an inital inventory by adding investments to
> the second account.
>
> Some stocks are hold in both depots. On adding the stock, the investments
> dropdown box does not show the investments already created, I have to create
> new ones for the new depot which forces me to have duplicate investments in the
> investments overview.
>
> Reproducible: Always
>
> Steps to Reproduce:
> 1. new kmymoney file
> 2. add first investment account
> 3. add an investemt
> 4. add investment item to account
> 5. create second investment account
> 6. Try to add an investment so second: dropdown box is empty
>
>
> Expected Results:
> The investments drop down box should contain any investment created earlier.
>

To be sure I understand, you have created two separate investment 
accounts, and now want to add stocks, etc., to the second, and these 
stocks may or may not be the same as those in the first investment account?

If so, when you are creating  the new stock, as long as it is the same 
type - stock, bond, etc. - if you enter first the ticker symbol, you 
should be asked "The selected symbol is already on file. Do you want to 
reuse the existing security?"

Does that help?

Allan




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