[Kmymoney] How to change value of investments
Bill Gee
bgee at campercaver.net
Mon Dec 8 19:08:59 UTC 2014
Hello everyone - First post here. I've been trying to get along with KMyMoney
for some months. For checking and credit card accounts it is working
reasonably well. However, I am totally unable to understand how investment
accounts work. My frustration limit has finally been reached, hence I am
reaching out for some help.
Example: I have a certificate of deposit with my credit union. Every three
months they pay a dividend back into the value of the CD. This is reported on
my monthly statements.
How do I add this dividend to the investment account?
I have been trying this method, which does not work.
1) Open the account ledger.
2) Create a new entry.
3) set Activity = Dividend
4) set Interest = Interest and put the amount paid in the field.
5) But there is no way to save this entry! The Enter button remains gray.
AERGHHHHHH!
I tried changing the Activity to Reinvestment Dividend. When I do that, it
wants to call it one of Bond, Stock or Option. This is none of the above.
Double Argh!
Is there a tutorial for dummies on this?
I have another investment account for a 401k. Every time I save the data file,
KMyMoney says that there is an issue with the data. Specifically, it has no
opening price for the investment. I cannot figure out how to either enter the
opening price or delete the investment.
I use KMyMoney version 4.6.6 on 64-bit Fedora 20. This is the latest RPM from
the Fedora repositories, and NO, I am not going to compile from source to get
a later version.
Thanks - Bill Gee
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