[Kmymoney] Accounts question

aga agander93 at gmail.com
Tue Sep 27 09:55:03 UTC 2011

On Mon, 26 Sep 2011 20:23:38 -0400
Jack <ostroffjh at sbcglobal.net> wrote:

> On 2011.09.26 19:16, Niranjan Rao wrote:
> > Hi there,
> Welcome.
> > Is there any way to add subcategories to top level
> > assets/liabilities of account types.
> I assume you mean some grouping - but not categories, which are a  
> separate concept.
> > I have retirement accounts that I would like to show in different  
> > category under assets. I tried poking around various options but  
> > could not find anything (I can be very well be looking at wrong  
> > location) that would allow me to set up hierarchy this way.
> I almost gave the wrong answer, so it's a good thing I actually  
> looked.  You can't create "categories" of accounts, but you can
> create accounts that serve only to group other accounts in the
> hierarchy under the account types.  For example, define an asset
> account "Retirement type 1" with no other information, and then you
> can move other accounts under it on the hierarchy tab of the edit
> account dialog for those accounts.
> Let us know if this works for you.
> > Another question, I have same mutual funds in two different
> > accounts. It seems like KMyMoney is keeping tracks of investments
> > per account and I was forced to duplicate entries all over -
> > everything, symbol, quote provider etc. Is there any way to
> > maintain global investments and share it in the accounts?
> Yes.  When you first purchased the existing security in the second  
> account, it should have asked if you wanted to reuse the existing  
> security, I think it does so based on symbol, but I don't remember.
> I don't know if it's possible to combine them without redoing all  
> transactions in one of the two accounts - although I suppose someone  
> will speak up if they know how.
> Jack

Yes, when creating the second investment, when you enter the same
symbol as in the original investment (before the name), you will be
asked if you wish to re-use the existing security.  That will allow the
one security to be used more than once.


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