[Kmymoney] Some questions and observations concerning Investments

timothy timboyle at afrihost.co.za
Sun Sep 13 13:05:58 UTC 2015


Something more: Once you have deleted one investment from an account
containing several investments, you cannot add a new investment to that
account.

Timothy


On Sun, 2015-09-13 at 11:59 +0200, timothy wrote:
> Hi
> 
> 1) Accounts can be closed, reopened or totally deleted. 
> 
> 2) Investments can only be deleted not closed and reopened. Although the
> drop down box for Investment Options has options for 'Close Account' and
> 'Reopen Account'. Is this a misprint? 
> ( I have checked this out and it is indeed a misprint. 'Close Account' &
> 'Reopen Account' should be 'Close Investment' & 'Reopen Investment').
> 
> 3) If an investment is deleted (or closed) in the Investment page, the
> transactions in the Ledger page are not removed. This means that they
> are still stored in the kmy data file. Does this mean that the
> transactions are still referenced in reports? There should be some way
> to switch off the Ledger transactions for deleted investments.
> 
> 4) Unfortunately I have now deleted an investment that should have only
> been closed. However a backup and some extra work should remedy that.
> 
> 5) What happens to the transactions which reference other accounts when
> an account or investment is deleted?
> 
> Any light on the above would be appreciated.
> 
> Regards
> Timothy
> 
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