[kmymoney] [Bug 431300] Equity records

[Jack]

https://bugs.kde.org/show_bug.cgi?id=431300

Jack <ostroffjh at users.sourceforge.net> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
           Platform|Microsoft Windows           |unspecified
                 OS|Microsoft Windows           |All
           Severity|normal                      |wishlist

--- Comment #1 from Jack <ostroffjh at users.sourceforge.net> ---
This site is for reporting bugs, not requesting help.  Please see
https://kmymoney.org/support.html for info on getting help from the mailing
list, forum, or IRC.

For your question, you do NOT have to create new equity accounts for use of the
same security in multiple investment accounts.  Please see the Handbook at
https://docs.kde.org/stable5/en/extragear-office/kmymoney/details.investments.securities.html#details.investments.reuse
for how to do this.

Given that this is discussed more than rarely, I am changing some of the fields
of this bug to make it a wishlist:  When the new equity wizard is run, KMM
should check for whether it already exists in all cases, not only if all fields
except for the Trading Symbol are blank.  However, I'm not sure what the proper
behavior would be if any of those other fields do not match the existing
equity.  I suppose the user could be prompted with a popup showing the
differences, with actions of 1) use the existing values here, 2) create a new
equity with these values, 3) use the existing equity with these new values, or
4) re-edit the values and check again (which would repeat this popup based on
the new values, and 5) cancel.

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