[Kmymoney] Howto exclude Investments in Reports

[Cristian Oneț]

2014-09-29 20:07 GMT+03:00 Stefan Seide <bugs-debian at seide.st>:
> 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.

Try it after checking 'Show equity accounts' option [1] in the settings.

Regards,
Cristian

[1] https://docs.kde.org/stable/en/extragear-office/kmymoney/details.settings.html#details.settings.general.filter

>
> 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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