Bug 418751 - Investment holding report for a single account
Summary: Investment holding report for a single account
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: reports (show other bugs)
Version: 5.0.8
Platform: Other Microsoft Windows
: NOR normal
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2020-03-11 22:40 UTC by hhc1218
Modified: 2020-03-11 22:40 UTC (History)
0 users

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Description hhc1218 2020-03-11 22:40:31 UTC
SUMMARY
Problem creating investment holding for a single account

STEPS TO REPRODUCE
1. Open "Investiture Holding by Account" default report and click "New" to create a new report.
2. Update the report name and select "filters"
3. Select "Account", select "none", then proceed selecting the desired account

OBSERVED RESULT
1. when selecting the main investment account, none of investments under it are selected and you must select them individually.  Deselecting them has the same effect.
2. Must adjust any new or sold investments individually each you use the report.  

EXPECTED RESULT
Only have to select the main investment account. Report will adjust automatically for any new or sold investments under that account.

SOFTWARE/OS VERSIONS
Windows: Windows 10 Pro
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION