[kmymoney] [Bug 408692] Entry of Investments

[Jack]

https://bugs.kde.org/show_bug.cgi?id=408692

--- Comment #1 from Jack <ostroffjh at users.sourceforge.net> ---
Just a very quick first response - you need to give a bit more details on
exactly what you are trying to do.  You really need to understand that in
KMyMoney, and investment account can only hold securities/equities, and that
any cash must be in an associated Brokerage (checking, for example) account. 
What is often thought of as an actual investment account (with an investment
company for example) matches to a pair of accounts in KMyMoney, not just the
investment account.  If your company makes a cash deposit into your 401K
account, in KMM that is done with a deposit into the brokerage account.  If the
company makes an outright grant of stock, that is done with "Add Shares" in the
investment account.  The requirement for cash to come from or go to someplace
will not be dropped - it would violate the norms of double entry bookkeeping. 
However, the cash coming into a checking account (or brokerage account) can
come from a Payee.  If you are going to buy stock in an investment account, you
need to pay for it with cash from the brokerage account.  Simply doing an "Add
shares" does not require any cash.  Also note that the brokerage account is not
necessarily a real bank account.  It is used to track the cash holdings in the
investment account.  (This may change in a future version of KMM, but although
it has often  been requested and discussed, it is not likely to happen very
soon.)

Please let us know if this helps or not.

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