[kmymoney] [Bug 465695] New: Incomplete transaction type list for Mutual Funds
Bob
bugzilla_noreply at kde.org
Tue Feb 14 03:10:56 GMT 2023
https://bugs.kde.org/show_bug.cgi?id=465695
Bug ID: 465695
Summary: Incomplete transaction type list for Mutual Funds
Classification: Applications
Product: kmymoney
Version: 5.1.3
Platform: Microsoft Windows
OS: Microsoft Windows
Status: REPORTED
Severity: major
Priority: NOR
Component: general
Assignee: kmymoney-devel at kde.org
Reporter: kmymoney.qtx at dfgh.net
Target Milestone: ---
SUMMARY
***
Mutual Funds commonly have Long Term (LT) Capital Gains and Short Term (ST)
Capital Gains distributions and offer the possibilities of Reinvesting those
moneys. Currently only Dividends and Reinvest Dividends are listed as choices
of Fund disbursements. These transactions are important to differentiate as
their tax handling is different.
***
STEPS TO REPRODUCE
1. Characterize the transaction type for mutual funds
2.
3.
OBSERVED RESULT
transaction type list missing:
-Long Term (LT) Capital Gains
-Short Term (ST) Capital Gains
-Reinvest Long Term (LT) Capital Gains
-Reinvest Short Term (ST) Capital Gains
EXPECTED RESULT
transaction type list includes the missing 4 types
SOFTWARE/OS VERSIONS
Windows:
macOS:
Linux/KDE Plasma:
(available in About System)
KDE Plasma Version:
KDE Frameworks Version:
Qt Version:
ADDITIONAL INFORMATION
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