https://bugs.kde.org/show_bug.cgi?id=462513
Bug ID: 462513
Summary: Setup/creation of Investment account not possible :
account type stock not existing
Classification: Applications
Product: kmymoney
Version: 5.1.3
Platform: Microsoft Windows
OS: Microsoft Windows
Status: REPORTED
Severity: major
Priority: NOR
Component: general
Assignee: kmymoney-de...@kde.org
Reporter: kb.cl...@gmail.com
Target Milestone: ---
Created attachment 154203
--> https://bugs.kde.org/attachment.cgi?id=154203&action=edit
the screenshots of the bug
SUMMARY
***
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STEPS TO REPRODUCE
1. Create a new Asset Account of Type investment without institution assigned
(lets name it "Depots", and it shall hold several different (sub) accounts for
different brokers)
2. Add a (sub) account, i.e. a child of "depots": name Broker1, account type:
INVESTMENT (there is no "Stocks" in the account type selection list
available!!!), next, create a brokerage account (or not, is irrelevant), parent
account "Depots", Finish:
Name: Broker1
Subaccount of Depots
Type: Investment !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Currency: Euro
Opening date: Samstag, 1. Jänner 2022
Institution: Broker xyz
3. click Finish brings the error message:
Unable to create account: Investment account can only have stock accounts as
children C:\_\9b0777e7\kmymoney\kmymoney\mymoney\mymoneyfile.cpp:1019
OBSERVED RESULT
There is no such thing as a "stock account" in the type list when creating a
new (sub) account. The list contains: Liability, Asset, Investment, Loan, Cash,
Credit Card, Savings, Checking. There is nothing better in the list than
"Investment" which throws the above error message.
EXPECTED RESULT
That the (sub) account is created.
SOFTWARE/OS VERSIONS
Windows: 11
macOS:
Linux/KDE Plasma:
(available in About System)
KDE Plasma Version:
KDE Frameworks Version:
Qt Version:
ADDITIONAL INFORMATION
The documentation is completely vague, it describes 5 main account types: Asset
Liability, Expense, Equity. I see only two types: Assets and Liabilities in my
installation. Where is the rest? Not a single word where these Account types
are administered, configured, reset. Why are they not existing at all in my
installation?
The description of "Categories" is weird. What a category is or for waht it is
used is nowhere explained. The pdf manual is really bad for beginners. The
basic accounting chapter is childish honestly, balls or beans rolling around in
a box .... I think one who installs a personal finance manager to manage his
accounts and so on should understand what accounting is, and for a starter with
kmyMoney the first at least 30 pages are completely unnecessary. If the
handbook is made for users then how about starting with screenshots of a sample
setup that contains cash, bank accounts, savings accounts, loans, credit cards,
investments, etc. based on a practical outline, i.e. 3 bank accounts, 2
savings, 3 depots, a crypto depot, 2 credit cards, etc. This should immediately
show the categorisation of accounts, the tags, and what not, so users without
need for reading embarrassing beans statements come to the point. I am aware
this is a harsh comment, but would recommend to add a practical example use
case as introduction. It is very clear in many passages of the manual that
developers wrote the manual, without the reader in mind.
Category is described as a "non-managed income and expense account that do not
have a value". I am not sure who may find this helpful, but certainly 99.9% of
starters are lost here. Certainly if one develops the concept for years this is
a totally clear statement of highest technical nature, but for users this is
unusable. Statement of this confusion level are all over the manual.
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