[Kmymoney] investments/Securities

Allan agander93 at gmail.com
Wed Feb 12 19:06:49 UTC 2014


On 12/02/14 18:53, Thomas Spuhler wrote:
> On Wednesday, February 12, 2014 06:43:27 PM Allan wrote:
>> On 12/02/14 18:38, Thomas Spuhler wrote:
>>> On Wednesday, February 12, 2014 06:32:55 PM Allan wrote:
>>>> On 12/02/14 17:41, Thomas Spuhler wrote:
>>>> <snip>
>>>>
>>>>>>>> I'm not sure it matters, but Which version are you using?
>>>>>>>>
>>>>>>>> When you add a new security to an account, and you provide the
>>>>>
>>>>> symbol
>>>>>
>>>>>>>> of an already existing security, it should ask if you want to reuse the
>>>>>>>> existing security or create a new one.  Have you just missed noticing
>>>>>>>> that question/checkbox?  Perhaps it could be made more prominent,
>>>>>
>>>>> but
>>>>>
>>>>>>>> it should be there.
>>>>>>>
>>>>>>> Actually, there is a pop-up window, but It will not pop if you enter the
>>>>>
>>>>> symbol in lower case.
>>>>>
>>>>>>>> Jack
>>>>>>
>>>>>> Here, the symbol in lower case still produces the question.
>>>>>>
>>>>>> Is the new stock of the same type as the original?  I think it needs to
>>>>>> be, to be treated as the same.
>>>>>>
>>>>>> Again, as Jack asked, ">> I'm not sure it matters, but Which version are
>>>>>> you using?"
>>>>>
>>>>> *Platform Version 4.10.5*
>>>>>
>>>>>> Allan
>>>>
>>>> That's the KDE version.  I meant which KMyMoney version?
>>>
>>> Ooops..
>>> KMyMoney
>>> Version 4.6.3
>>> Using KDE Development Platform 4.10.5
>>
>> What about the second question? - below -
>>
>>>>>> Is your new stock of the same type as the original?  I think it needs to
>>>>>> be, to be treated as the same. Are you using the same investment type? ie. Bond, Stock, etc?
>>
>> Allan
>>

>
> I am not sure if I understand your question.
> The same symbol is the same stock, regardless if lower or upper case.
>

Oh, OK.
When you are creating a new investment, the first page in the wizard 
wants to know the investment type - ie. Bond, Stock, etc.

Here, if the original and the new investment are not of the same type, 
then you cannot use the same symbol so that pop-up doesn't ask you if 
you want to use the same stock.

If yours are both say stocks, then that is a problem.

Allan


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