Unable to close investment accounts

Brendan Coupe brendan at coupeware.com
Fri May 24 22:19:31 BST 2019


I put the close account button in the toolbar and used it to quickly close
all of them. Still not sure it makes sense but the investment part of KMM
is not the best part of KMM.

Thanks,

----
Brendan Coupe


On Fri, May 24, 2019 at 3:05 PM Jack <ostroffjh at users.sourceforge.net>
wrote:

>
> On 5/24/19 4:38 PM, Brendan Coupe wrote:
>
> I'm running KMM from the 5.0 branch compiled last week.
>
> I'm trying to close two investment accounts associated with two brokerage
> accounts. I was able to close the associated brokerage accounts.
>
> When I mouse over the "Close account" button on the toolbar the tool tip
> says:
>
> "All subaccounts must be closed before the account can be closed".
>
> In both accounts the "Investment value" at the bottom right is $0.00.
>
> Does this mean I have to close all of the individual investments in the
> account? There are many so this is not trivial and I'm not sure why this
> would be required.
>
> Thanks,
>
> ----
> Brendan Coupe
>
> I can't say why it's required, but I can confirm (from doing the same
> thing recently) that, yes, all equities/securities in the investment
> account must be closed first.  I believe that if you select the investment
> view, you can right click on an investment and select "Close account."
> Perhaps it's worth filing a wish-list to either not require closing them,
> or to do a cascade close or create some way to "multi-close" them to make
> it easier to accomplish.
>
> Jack
>
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