[Kmymoney] Reinvesting Dividends

[Allan]

On 15/01/14 09:15, Jane Hadley wrote:
> Thanks, Joe. But I can't figure how to set the fraction field for each
> investment.
>
> When I go to "Investments" and then click on the "Securities" tab, I see a
> list of my securities. And I see the "fraction" field, which currently is
> set to 100 for all the securities. But I can't see how to edit that field
> so that I can change the 100 to 1000. Could you tell me how to do that?
>
> Jane
>

Hi Jane

When you create a new security, you are presented with a Wizard, which 
allows you to set your choices.  You must have skipped over them, or not 
fully understood their relevance at that time.

When you now open the Securities tab, you see a list of your securities. 
  If you select the one you wish to edit, to the top right, the Edit 
button is now enabled.  If you click that, the wizard will reopen.  On 
the second page, you'll see the fraction setting that you need.  On the 
same page, at the bottom, you'll see Price Entry, and if you click on 
the selector, you'll see three entries, the first of which is Total for 
all shares.  If you select that, then finish off with the wizard, when 
you are entering/editing a transaction, in the Price column, you now 
enter the total amount, and the Price per share will be calculated for you.

This should be covered in the Help/KMyMoney Handbook, but if you can't 
find it, let us know so it can be fixed.

Oh, just a PS.  I found that editing from the Securities screen may not 
allow changing the Price entry choice.  If so, instead of using the 
Securities tab, click on Equities, then select your account.  If you now 
double click your security,you'll get the wizard again, but here you 
should be able to make the required choice,

Again, let us know if you have any problem.

Allan

> On Tue, Jan 14, 2014 at 7:48 PM, Joe W. Byers <ecjbosu at aol.com> wrote:
>
>>   On 01/14/2014 08:12 PM, Jane Hadley wrote:
>>
>> Now that a new year is beginning, I'm shifting over completely to KMyMoney
>> from Quicken. The training wheels are off!
>>
>>   I've solved many questions through trial-and-error, consultation with my
>> husband, and Internet research. But here's one I haven't cracked yet.
>>
>>   When I do a "reinvest dividend" activity, I am given boxes to enter in
>> the number of shares and the price per share. When I do that, KMM
>> calculates the total dollar amount.
>>
>>   I have two questions about this "reinvest dividend" process:
>>
>>   1) Even though I type in 57.758 shares, KMM rounds it to 57.76 shares. I
>> would like to have more than two decimal places for my share balance. I
>> have already gone to Settings-->Configure KMyMoney --> Price precision = 6
>> digits. But I still get this rounding to two decimal places for share
>> quantity. Any way to achieve my objective?
>>
>>   2) My Fidelity account gives only the number of shares and the dollar
>> amount of a dividend transaction. When I entered these into Quicken, it
>> automatically calculated the share price. But I haven't found any way for
>> KMyMoney to do this. Hence, I have had to use a hand-held calculator to
>> calculate the share price and then enter that figure into KMyMoney, but
>> this seems rather clunky.
>>
>>   Am I missing something here? I would like for KMM to allow me to enter
>> the number of shares and total dollar amount and then have the share price
>> automatically calculated by KMM.
>>
>>   Thanks,
>> Jane Hadley
>>
>>
>>
>>
>> _______________________________________________
>> KMyMoney mailing listKMyMoney at kde.orghttps://mail.kde.org/mailman/listinfo/kmymoney
>>
>>   Jane,
>>
>> The fraction field for each investment will set the decimal places for
>> share quantity.  I set all of mine to 1/1000.  I had more when I migrated
>> from Quicken 2 years ago, but after time reset them to 1000.  i find this
>> works adequately since most brokerages only show 3 decimal places for share
>> volumes.
>>
>> I have configured Kmymoney to use kcalc on my linux machine.  This allows
>> me to click a little calculator button or type in the formula of total
>> price / shares to get a price per share.  I would also like this field to
>> be calculated from total price since trading mutual funds can have 3
>> different prices per share for ordinary dividends, short term cap gains,
>> and long term cap gains dispursed.  The brokerage firm tends to round
>> differently for each of these.  I irritates me that I then have 3 different
>> cost basis to average out:)  We could both request this feature.
>>
>> Thank you
>> Joe
>>
>>
>>
>>
>>
>>
>> --
>> *Joe W. Byers*
>>
>> _______________________________________________
>> KMyMoney mailing list
>> KMyMoney at kde.org
>> https://mail.kde.org/mailman/listinfo/kmymoney
>>
>>
>
>
>
> _______________________________________________
> KMyMoney mailing list
> KMyMoney at kde.org
> https://mail.kde.org/mailman/listinfo/kmymoney
>