[Kmymoney-devel] question on editing multiple investment transactions

aga agander93 at gmail.com
Fri Jan 30 10:57:35 UTC 2015



On 30/01/15 01:18, Jack wrote:
> On 2015.01.29 19:54, aga wrote:
>> On 30/01/15 00:31, Jack wrote:
>>> I know there have been previous discussions about editing multiple
>>> transactions, but I don't remember if they addressed this particular
>>> issue, and my searching has not turned up anything useful.
>>>
>>> Scenario: I have several investment transactions in the ledger from
>>> about one year ago.  The same actions happened this year, but for
>>> some reason, they are not included in my download from the broker.  I
>>> can select them and click "Duplicate" but that puts them to today's
>>> date.  I want to move them to a different date.  If I select them all
>>> and click "edit" I can set the date, but Enter is still disabled.  If
>>> I change anything else to enable "Enter" it changes fields I do not
>>> want to change.  For example, they all have different memos and
>>> number of shares, so I want those fields not to be changed.  Should
>>> this be possible?  Should I just enter a new wishlist for this?  I
>>> did look, and didn't see anything relevant.
>
>> I've just had a very quick look at this, and I'm not too sure.  As you
>> found, you can edit the date, but to enable Enter, you could select
>> the security, which I think has to be the same for all anyway.
>> However, I noticed that that set the quantity and price to zero, so
>> you have to clear both those fields.  If you then click Enter, it does
>> change the date as required, but then you get a bunch of currency edit
>> dialogs, so you'd need to be careful what you accept.  I don't know if
>> that should happen.
>
> Fortunately, these are all the same security, but all have different
> numbers of shares (these happen to be "remove shares" transactions) and
> different memos, so those are the two particular values I don't want to
> change.  What I don't understand is why Enter is disabled if I only
> change the date.  I would expect it to be able to set/change the date in
> each transaction, but not change any other field.
>

Would you do a wishlist for this, so it doesn't fall through.

> I don't know how easy it would be to implement, but for any field with
> different values across the transactions, I'd love to see it
> "highlighted" in some way to indicate that either it will be left
> unchanged in all transactions, or changed to whatever you enter for all
> the transactions.

I think any that may be edited have their field cleared, and if any 
value is left displayed, then that will stay.  I think the date  issue 
is a 'blip'.

Allan

> Jack


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