[Kmymoney] (no subject)

[Jack]

Gary,

Linux and Windows versions have same functionality - as long as they  
are the same version.

Even for Fidelity, you do need to create a Brokerage account.  This is  
a limitation of KMM, and it doesn't matter what the institution does.   
Merrill Lynch does not have separate brokerage accounts - it doesn't  
matter retirement account or not.  Using the default name (same name as  
the investment account plus " (Brokerage)" is the easiest way.  You  
then need to map the Investment account, not the brokerage account.   
When you do an import to the investment account, transactions involving  
cash will correctly use the brokerage account.

I don't know of any limit on the date range for an import.  That error  
message does not sound familiar - does a consistency check indicate any  
problems?  What exactly were you trying to do when you got that error?

In personal experience, if you need to catch up with a really large  
backlog of transactions, I have sometimes manually downloaded an OFX  
file for one or two month periods each, and then manually imported them  
one at a time.

Jack

On 2018.04.03 08:15, Gary Kirkpatrick wrote:
> My second question;
> 
> 1) Fidelity has no separate brokerage account for retirement accounts.
> When I set up a retirement account, do I choose to have it not set up  
> an
> associated brokerage account, or the opposite?
> 
> 2) I wish to update starting 1/1/2018 and the program says
> 
> Unable to modify account 'Fidelity SEP'. Cause: Invalid transaction id
> 
> 
> Are we limited to 60 days? I can download the 60 days.
> 
> 
> 
> gary
> 
> 
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