[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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