[kmymoney] [Bug 465695] Incomplete transaction type list for Mutual Funds

Jack bugzilla_noreply at kde.org
Tue Feb 14 03:19:30 GMT 2023


https://bugs.kde.org/show_bug.cgi?id=465695

--- Comment #1 from Jack <ostroffjh at users.sourceforge.net> ---
You can use different categories for long and short term cap gains (and I even
have another set for tax deferred accounts.)  I think the transactions don't
need different inherent types - you get a dividend of some sort and you either
get the cash or use it to buy additional shares.  The dividend could be
interest, dividends, long or short term capital gains distributions.  Using
different Categories is sufficient to allow you to prepare the reports you need
to prepare your taxes.  
Separately, it is known that Investments needs a major overhaul, but that is
not high on the current priority list.  Right now the basics of capital gains
are not really handled by KMM.  I'm actually working on accumulating all the
various things that need to be dealt with, which are now not really addressed. 
I'll add all this to the list, but nothing is likely to happen in the near
future.

-- 
You are receiving this mail because:
You are the assignee for the bug.


More information about the KMyMoney-devel mailing list