[Kmymoney] Accounts question

[Niranjan Rao]

On 09/27/2011 02:55 AM, aga wrote:
> 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.
>
> Allan
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>
May be I did something wrong, but I was never prompted about reusing 
existing security. I'll confirm the settings again in the evening.

Thanks for the help,

Niranjan