When entering a future transaction in an investment account you are prompted as to whether you want to create a scheduled transaction or not. As scheduled transactions are not currently supported on investment accounts, you should not be prompted.
I just tested this in master branch, and you actually can create a schedule in an Investment Account, but not an investment transaction. I entered one event and it did create the transaction, decreasing the balance by the amount of the payment (as well as transferring the funds to the set caategory) but it's not clear where this decreasing balance is tracked. I suppose I should open a separate bug for this. I'm not sure if this bug should be to not prompt the user, or make it a wishlist to allow scheduled transactions in Investment Accounts.
Git commit 5e5ff48de4b184b00e0325155fc00a884a913055 by Thomas Baumgart. Committed on 11/07/2024 at 16:22. Pushed by tbaumgart into branch 'master'. Don't allow to create schedules for investment accounts Entering a future transaction using the new investment transaction editor does not ask to create a schedule but simply enters the transaction into the ledger. This change prevents to create a schedule referencing an investment account. FIXED-IN: 5.2 M +7 -0 kmymoney/views/keditscheduledlg.cpp https://invent.kde.org/office/kmymoney/-/commit/5e5ff48de4b184b00e0325155fc00a884a913055