Summary: | Setup/creation of Investment account not possible : account type stock not existing | ||
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Product: | [Applications] kmymoney | Reporter: | KB.claim <kb.claim> |
Component: | general | Assignee: | KMyMoney Devel Mailing List <kmymoney-devel> |
Status: | RESOLVED INTENTIONAL | ||
Severity: | major | CC: | ralf.habacker |
Priority: | NOR | ||
Version First Reported In: | 5.1.3 | ||
Target Milestone: | --- | ||
Platform: | Microsoft Windows | ||
OS: | Microsoft Windows | ||
Latest Commit: | Version Fixed In: | ||
Sentry Crash Report: | |||
Attachments: | the screenshots of the bug |
Description
KB.claim
2022-12-01 18:14:28 UTC
This behavior is as designed. Investment accounts cannot be nested. An Investment Account can only contain Stock Accounts. A Stock Account is only an account to hold a single security within one Investment Account. It is created by KMM the first time you enter a transaction in an Investment Account referring to a security. That is why it is not explicitly listed in the dropdown of account types. If you want an account just to hold other Investment Accounts, make it an Asset type account. I agree we need to find a way to make this more obvious, and I agree that error message (while technically correct) is not very helpful. As for your complaints about the manual, I would be happy to have an offline discussion about how you might help improve it. Some of your statements are correct and well known to the documentation team (mainly myself) but others are simply not true - although I do admit that the information in the manual is not necessarily easy to find when you need it. In particular, please note that the manual explicitly identifies those chapters which have not been updated since prior to the switch from KDE4 to KDE5, although I also admit that some of your issues are legitimately with updated chapters. I'll leave this bug open for a while, in case there are specific questions. General discussion would be better handled on one of the venues listed at https://kmymoney.org/support.html. Thanks Jack for the info & the graceful reception of the comments related to documentation. I will try to support hands on with the documentation once I know more of kMyMoney. Is the documentation available as source, too? So I could hack in my comments directly? For the brokerage accounts. It means, when someone has several brokerage accounts, the cannot be grouped into an investment account, but have to be directly under assets for each broker? It would be great to see all brokerage accounts under one umbrella. Will keep testing - probably all is fine, just I did not understand the details so far. Documentation is written as docbook files, and is part of the source repository. Look in the docs folder at https://invent.kde.org/office/kmymoney. Most accounts can have subaccounts of similar type, but Investment Accounts are special in only allowing Stock accounts inside. Investment accounts CAN be grouped, but not under another Investment Account. If you create a new account, and use "Asset" as the account type, you can then put any Investment Account within it. That is how I have my own file set up. Usage explained and issue fixed. Support of documentation project to be handled directly via eMail to Jack. |