Investment transaction that can't be deleted
Brendan Coupe
3 at coupe7.com
Sun May 21 22:25:32 BST 2023
> In the Investments View, the Securities tab lists all
> stock/bonds/mutual funds/... (Ennnnnn) that KMM knows about. The
> Equities tab shows all of those securities which are present in the
> selected Investment account. These are internally subaccounts of the
> Investment account. Yes, the terminology is confusing.
>
> [snip....]
>
> Jack
So Equities are equities/securities in the selected account and
Securities are equities/securities in all accounts? Clear as mud:-)
I found 35 to 40 blank securities in the securities tab and was able to
delete all of them. Not sure where they came from. No useful info in any
of the ones I checked.
My biggest problem with investments is CDs. They are not Stocks, Bonds
or Mutual Funds but those are the only options. CDs appear to be treated
as stocks. With my broker, they import with a price per share of $100
which greatly enhances my net worth until I change it to $1. CD sales
completely skip the investment account but show up in the brokerage
account. I have to manually copy the buy transaction, change the date
and make it a sell transaction in the investment account and then match
it to the imported transaction in the brokerage account. Messy but I
have not spent the time to setup an example to submit a useful bug
report. I figure I'll wait until the master is closer to release and
test it there. I can easily compile from source but the master fails on
a dependency (LibAlkimia5, Fedora 38 has 8.0.3, KMM requires 8.1). I
haven't tried to update LibAlkimia5. Waiting for fewer issues in the
Master branch.
*Brendan Coupe*
*3 at Coupe7.com*
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mail.kde.org/pipermail/kmymoney-devel/attachments/20230521/550b8c5e/attachment.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: 3.vcf
Type: text/vcard
Size: 173 bytes
Desc: not available
URL: <http://mail.kde.org/pipermail/kmymoney-devel/attachments/20230521/550b8c5e/attachment.vcf>
More information about the KMyMoney-devel
mailing list