SUMMARY On the first level of the "Accounts" section, we have "Favorites," "Asset," and "Liability." Under "Asset," some accounts have a sub-list of accounts; some do not. Investment accounts have a sub-list of investments that are contained in the account. On Windows, one cannot open Investment accounts to see the individual investments and their current value and quantity. STEPS TO REPRODUCE 1. Open the "Accounts" Section 2. Open "Asset" 3. Investment accounts cannot be opened OBSERVED RESULT There is no ">" sign in front of Investment accounts EXPECTED RESULT Presence of ">" to open Investment accounts and see current value and quantity of each investment in the account SOFTWARE/OS VERSIONS Windows: 10 macOS: Linux/KDE Plasma: (available in About System) KDE Plasma Version: KDE Frameworks Version: Qt Version: ADDITIONAL INFORMATION Bug was already present in release 4.8. Linux version does not have bug.
What happens if you single click (select) the investment account and hit "Enter" ? What happens if you double click on an investment account? If either works, it would be a workaround, not a solution, but it would be good to know.
Both single-click+Enter and double-click open the ledger of the account. Not a workaround.
Try a select and then either right arrow or plus sign "+".
I assume "select" means single-click. Nothing happens when hitting + or right arrow after selecting an investment account.
In the accounts view, select the investment account and hit Enter or double-click. This opens the accounts ledger as you have confirmed in comment 2. Then click on the investment view icon underneath the ledger icon and you should get access to the information you are looking for. Or am I missing something? See https://docs.kde.org/stable5/en/extragear-office/kmymoney/firsttime.mainwindow.html which explains the various views.
Thanks, Thomas. This is indeed a workaround. So the fact that Investment Accounts cannot be opened under Windows in the Accounts view is a difference between the Windows and Linux versions?
No, there is no difference between the Windows and Linux version.
I finally got a Windows VM going, and I am able to duplicate the issue, but it took some effort. Under the Configure KMyMoney dialog, General section, Filter tab, if "Show equity accounts" is NOT checked, then you cannot expand Investment accounts in the Accounts view to show the included equity accounts. If it IS checked, you CAN show them. (This setting also shows/hides the top level Equity group of accounts, which generally holds only the "Starting balances" account.) The behavior seems identical in the linux and windows versions.
Yes! Thank you!
Perhaps the defaults have changed or are not the same under Windows and Linux.