[Kmymoney] Howto exclude Investments in Reports

[Stefan Seide]

Am Montag, 29. September 2014, 20:02:36 schrieb Cristian Oneț:
> Can't the investment be filtered out using the account filter?

Within the reports settings -> "Konto" (i believe this is the account filter 
you refer to) i can only filter for bank accounts but not for investments 
within a bank account.

Regards,
Stefan

> 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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