[Kmymoney] Howto exclude Investments in Reports

[Cristian Oneț]

Can't the investment be filtered out using the account filter?

Regards,
Cristian

2014-09-29 19:50 GMT+03:00 Stefan Seide <bugs-debian at seide.st>:
> Hi,
>
> there is another problem i did not found an solution so far...
>
> The question is about investment performance reports:
>
> lets say i have 2 investments A and B:
>
> * A - bought 2013, nothing sold so far
> * B - bought 2013, everything sold in 2013
>
> Now i generate two investment performance reports:
>
> * report 1: overall performance since opening
> * report 2: performance of the current year
>
> Report 1 works as expected.
> Report 2 shows both investments, while investment B has 0 at every value
> (correct)
>
> Now my queston is: How can i exclude all investments from reports where i did
> not owned/bought/sold an investment within the reporting period? Over the
> years there are to much investments i do not have anymore cluttering the
> report with "0".
>
> Closing the investment B removes them from report 2 (ok) - but it is removed
> from report 1 as well (not ok). During the period of report 1 I bought and
> sold and got a dividend (maybe) from it, therfore it must be included in
> report 1. Closing the investment seems to be no option here.
>
> Question - shouldnt reports ignore the 'closed' state of an investment and
> just look at the transaction dates?
>
> (KMyMoney 4.6.6 from Debian Testing)
>
> Thanks,
> Stefan
>
>
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