In the ledger for an investment account, the context menu for any transaction which transfers funds to/from the associated brokerage account includes and entry to switch to that account. In the brokerage account, for any transaction listed as "investment transaction" there is a similar entry to switch to the investment account. Sometimes I wish to make that switch, but there is no appropriate transaction to click on currently displayed. (I know this is perhaps odd, but I have an account with mostly dividend reinvestment transactions on the investment side and deposits/withdrawals/fees on the brokerage side.) Reproducible: Always Expected Results: I'm not sure of the best solution for this, but possibly to always include an entry to switch between the brokerage and investment accounts, even if the currently selected transaction does not have any split for that account.
I was looking into implementing this, and it appears that the name of the brokerage account is constructed as the investment account name followed by " (Brokerage)" (in an i18nc call). To actually allow using any checking account (might other types also be allowed?) it would be necessary to store either the brokerage account name or its account ID as part of the account. I can see that is a more significant change than I originally thought would be necessary for this request. In addition, a checking account could be the brokerage account for more than one investment account, so it would need to store a potential list of accounts to allow quick access. I'm simply noting this here so it is not forgotten, but suspect any further discussion will need to wait until there is time for a general effort to improve investment handling. I may still try to come up with an interim solution for this problem, but it will have to make the assumption about brokerage account naming.