Version: 3.97.2 (using KDE 4.4.2) Compiler: gcc-4.4.1-2.fc11.x86_64 OS: Linux Installed from: Fedora RPMs You cannot select a dividend transaction and then create a schedule from that transaction as the option is not sensitive. This was available in much earlier versions of the software. In 3.97.2, however, there does appear to be some rudimentary ability to create a schedule directly from the schedule editor. The problem is when it displays the list of transactions to choose from, not all transactions are listed. If you are lucky enough to have the dividend transaction displayed in the list, then it seems to create a schedule (although I believe it also enters the transaction as a Buy Shares instead of Dividend when it runs the schedule). If your dividend transaction doesn't happen to come up in the history, then you still have no ability to associate the dividend with a stock asset. The list appears to be drawn from the proper account, but recent entries aren't present. It doesn't seem to matter if they are reconciled, cleared, or open for status. The selection is simply from several months ago - if present at all.
I think you cannot create schedule transaction for investments, and that has never been available as far as I can remember. Or do you mean something else by dividend transaction?
You used to be able to select "create scheduled transaction" on a dividend entry in the journal and have it create a schedule entry matching the dividend transaction. It may never have been able to be created directly in the schedule editor, but it was possible to create them. Once created, you could modify them as needed in the schedule editor (dates, amounts, frequency) as the only item that was specific to dividends (the stock in question) was never likely to change. At some point, the create scheduled transaction was desensitized in the journal as well, however this really did remove a useful feature. This was quite a while ago, but I'm pretty sure I didn't edit the XML by hand the first time to add a dividend. Maybe I did - I've been using it for a long time, but I really think it was available (intentional or not). When it was available from the journal editor, it did correctly enter the data as a dividend and not as Buy Shares. Even if the schedule editor is not modified to handle dividends, creating something from the journal again would be a big help. It isn't a lot of fun saving to XML and editing by hand, and quarterly dividends are just as annoying to post as utility bills if you have a lot of them to post. As long as you are bringing up a list of transactions to choose from in the schedule editor, though, it shouldn't be that hard to check for the presence of a security and include it in the schedule.
Ok. I agree that it would be good to have. I will have to check what is the rationale behind not allowing to create investment schedules.
(In reply to comment #2) If you used to be able to do what you have described it certainly worked 'by accident' as scheduling investment transaction was never intentional. I have to admit that it would be a useful feature though.
I have some problems with the automatic matching feature too: several of the transactions imported via HBCI are matched wrong (my bank is the ING-DiBa). Complicating is, that KMM doesn't display the original transaction texts from the bank, so I have no chance to correct the wrong matching. So I have to wishes and would like to propose: 1) please implement a global feature where you can switch on/off the automatic matching 2) please implement a global setting for new payees where I can preset if you would like to auto match it or not by default 3) please improve the handling of the HBCI imported transactions text: all text should be available after conceiling it In general I would place an idea for improving the process to match imported transactions with existing transactions: It would be more clear and easier, if you get a two divided window with two lists: on the upper side you see all new imported transactions via HBCI (or QIF or whatever). Below that list you can find your transactions from the ledger, Then you can select a transaction from the import list and add it to your ledger, or you can select an existing transaction in the ledger to "connect" / match them. You can see this behaviour for example im Quicken or in Mac Giro.
sorry, please delete my last comment, I have posted it two times and the second time I put it to a wrong bug report number... ;-)