[Kmymoney] Automatically calculating the price

[Niranjan Rao]

On 01/04/2013 01:47 PM, David Houlden wrote:
> On Friday 04 January 2013 19:24:06 Niranjan Rao wrote:
>> On 01/03/2013 01:38 PM, David Houlden wrote:
>>> On Thursday 03 January 2013 20:07:21 Niranjan Rao wrote:
>>>> Hi there,
>>>>
>>>> For brokerage accounts, the information I get is dividend and number of
>>>> shares purchased for mutual funds. When I try to enter the entry,
>>>> KMyMoney forces me to calculate the price. While this task is easier, I
>>>> have noticed that its introducing rounding errors.
>>>>
>>>> I remember from my Microsoft Money usage, it used to allow entering any
>>>> two fields and used to calculate third field based on the fields I fill.
>>>> Can KMyMoney do something similar? If it calculates the price, then I
>>>> won't have rounding errors as I can say I have X number of shares and
>>>> total is Y.
>>>>
>>>> Thanks,
>>>>
>>>> Niranjan
>>> On the Accounts screen, edit the mutual fund and set the price entry
>>> option to Total For All Shares. Then, when you enter a transaction just
>>> enter the total number of shares and the total price paid. KMyMoney will
>>> calculate the price for you and this will avoid any rounding errors.
>>>
>>> Regards,
>>> David.
>> Unfortunately this did not work. I did set the option as indicated - on
>> both the accounts settings and on the funds. When I try to enter the
>> reinvest dividends transaction, total field is read only.  Am I doing
>> something stupid?
>>
>> Regards,
>>
>> Niranjan
> The total amount needs to be entered in the Price field and the number of
> shares in the Shares field. When you enter the transaction you will then see in
> the ledger that the price per share has been calculated.
>
> David.
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Aha, that's the point I was missing. I was trying to enter in total 
field. After entering it in price field, it did calculate correctly. 
This does seem to be intuitive to me, either it should show me a message 
on the screen that security is expecting total value over here, or it 
allow me to enter the total value. If someone has lot of 
securities/accounts (not me unfortunately), it will be trouble to 
remember what the price field actually stands for. May be there are 
other technical reasons why its done this way.

Thanks,

Niranjan