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

Bob bugzilla_noreply at kde.org
Tue Feb 14 06:35:21 GMT 2023


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

--- Comment #2 from Bob <kmymoney.qtx at dfgh.net> ---
(In reply to Jack from comment #1)
> 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.

Thanks for the feedback on the submission and roadmap expectations.  While I
agree that a high level category of distributions can include dividends,
special dividends, stocks/company spin outs and the various capital gains would
obviously be preferred.  As a brand new user, I guess I am highlighting the
obvious.  As I get deeper into it, I certainly agree that Investments needs to
be better, I have some other feedback as I struggle getting my data into the
program, should I write those up as individual bug/wishlist items - what is
preferred?  Some are usability, others are feature support - futures and
options categories, etc.

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