[Kmymoney-devel] [kmymoney4] [Bug 352683] Transactions in Ledger page not removed when Investment is deleted or closed

egroegbaker at yahoo.com egroegbaker at yahoo.com
Mon Sep 21 12:36:50 UTC 2015


--- Comment #4 from egroegbaker at yahoo.com ---
Created attachment 94663
  --> https://bugs.kde.org/attachment.cgi?id=94663&action=edit
Demo kmymoney file

The demo.kmy contains one Investment Account (Inv-ac) with three Investments.
These are all Money Market investments with the same stock symbol AAAA (for
three children perhaps).

All the shares are removed (transferred out) from one of these investments
(Invest-1) to the child's own investment or wherever on 1 September 2015. We
wish to close this investment, but keep the transactions until the tax year

Click on Investments in the side panel. Select the account in the "Select
Account" drop down box (there is only one). Right click on Tnvest-1 in the
Investment page. The "Investment Options" popup box appears. There is however
no option to close the investment in the box. There is an option to "Close
Account". We do not want to do that, but take a chance and yes, Invest-1 is
removed from the list of investments on the Investment page.

A popup information box  gives info on making the investment visible in the
views. This information also refers only to "accounts" not investments.

It would seem that the "Close account" and "Reopen account" are mislabeled and
should refer to investments.

Click on "Ledgers" in the side panel to return to the ledger page for that
account. The transactions for "Invest-1" are still visible in the ledger view.
These should be removed from view as per the info box .

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