| Summary: | accounting for investment sale profit and loss | ||
|---|---|---|---|
| Product: | [Applications] kmymoney | Reporter: | William Haller <bill> |
| Component: | general | Assignee: | KMyMoney Devel Mailing List <kmymoney-devel> |
| Status: | RESOLVED FIXED | ||
| Severity: | wishlist | CC: | lukasz.wojnilowicz, onet.cristian |
| Priority: | NOR | ||
| Version: | git (master) | ||
| Target Milestone: | --- | ||
| Platform: | Fedora RPMs | ||
| OS: | Linux | ||
| Latest Commit: | https://commits.kde.org/kmymoney/ebfbcd57097b03544f1f5c76158bd64587679261 | Version Fixed In: | 5.0 |
|
Description
William Haller
2006-12-03 06:27:48 UTC
Here's some background information about the subject (though written with currencies in mind, but still valid and useful for this request): http://www.mathstat.dal.ca/~selinger/accounting/tutorial.html There is a lot of complexity that could be added via the account information in the tutorial link. Whether it is useful to go to that level or not is questionable. I've always been happy with monitoring my current equity positions via the normal report mechanisms. What I miss is the ability to get a snapshot of total income in one spot for taxes and charitable donations. With all equity transfers done strictly between asset accounts, you lose this stream of income unless you pull up a second report and with the current scheme for entering buys and sells, there isn't a spare place to make use of a separate stock sales income account (if you are using the existing extra hook to track transaction cost.) As long as there was the means to create rate of return reports properly if an additional user specified account was available for short or long term profit or loss, that would be fine. If there was just an option on the income/expense reports that would include changes to closed asset positions in the time frame selected for the report, that would be fine too and would answer many peoples needs perhaps without the overhead of going to a live currency trading adjustment accounts or multiple links on buy/sell forms for profit/loss accounts. Git commit ebfbcd57097b03544f1f5c76158bd64587679261 by Łukasz Wojniłowicz. Committed on 15/04/2017 at 12:59. Pushed by wojnilowicz into branch 'master'. Add short-term and long-term capital gains FIXED-IN:5.0 Differential Revision: https://phabricator.kde.org/D5436 Signed-off-by: Łukasz Wojniłowicz <lukasz.wojnilowicz@gmail.com> M +16 -0 kmymoney/dialogs/kreportconfigurationfilterdlg.cpp M +1 -0 kmymoney/dialogs/kreportconfigurationfilterdlg.h M +18 -0 kmymoney/mymoney/mymoneyreport.cpp M +30 -1 kmymoney/mymoney/mymoneyreport.h M +7 -1 kmymoney/reports/listtable.cpp M +107 -9 kmymoney/reports/querytable.cpp M +1 -0 kmymoney/widgets/CMakeLists.txt A +112 -0 kmymoney/widgets/reporttabcapitalgain.ui M +14 -0 kmymoney/widgets/reporttabimpl.cpp M +9 -0 kmymoney/widgets/reporttabimpl.h https://commits.kde.org/kmymoney/ebfbcd57097b03544f1f5c76158bd64587679261 |