Reinvest Interest transaction

aga agander93 at gmail.com
Thu Dec 8 13:58:29 UTC 2016


On 08/12/16 01:00, Mark Jones wrote:
> [Reposting from KDE forum since this is a question for the devs]
> 
> Hi,
> 
> I have just finished importing several years of Quicken data into kmymoney.
> My thanks to the developers for this impressive Quicken Killer. Great job!
> 
> As reported in bug #343256, I noticed that investment transactions of type
> "ReinvInt" in the QIF file were ignored and I had to import them separately
> from a CSV file. The investment income type (Dividend vs Interest) is
> treated differently for tax purposes where I live so I need to track this
> in the transaction. I downloaded the kmymoney source code and have
> implemented the fix to support "ReinvInt" but I have a couple of questions
> about the "Reinvest Dividend" activity.
> 
> The "Reinvest Dividend" activity has a category selection drop down labeled
> "Interest" and I find the terminology in this dialog confusing. To my
> understanding, a security generates income of various types. The income
> type is important because it often has a tax impact for the investor. As
> dividends and interest are two different income types, this dialogue would
> make more sense to me if the activity was labeled "Reinvest income" and the
> category drop down was labeled "Income Type" rather than "Interest". Am I
> missing something? What was the intent of the "Interest" category?
> 
> Thanks in advance
> Mark
> 

Hi Mark

I'm not sure if wires are a bit crossed here?
https://bugs.kde.org/show_bug.cgi?id=343256 is, as in its Subject,
specific to the KF5 version, and also specific to CSV importing rather
than QIF.

That aside, it does appear that "ReinvInt" is not, and possibly never
has been, supported.  If you wish, you could submit your patch to our
reviewboard from where it may be possible to incorporate them.  It is
most likely that this would be in the KF5 version, which has not yet
been released.  I'm assuming that your requirement is for the income to
purchase further stock?

I suspect that the use of 'income' here is a generic term, used to
signify that money has been earned.  The 'income' field may be completed
with, say, _IntInc, or any other suitable category type.

Allan


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