On Friday 09 November 2012 14:47:15 Allan wrote: > On 09/11/12 12:28, Allan wrote: > > I've noticed a historic transaction that I'm unable to edit. > > > > It shows at the moment as a dividend payment from a security to a > > 'virtual' current account, which I set up a long time ago as a sort of > > brokerage account. There have been numerous movements both into and out > > of that account, both before and after this one. As there is no reason > > for this account to have any balance at the moment, I decided to remove > > this one outstanding transaction. However, I can neither edit it or > > delete it, in either account. All I'm allowed to do is move it to > > another account, which I've done, but still it can't be edited > > > > The investment account is no longer in use and I can now close it, which > > is what I wanted to do, but I don't understand why I'm not able to edit > > or delete this one transaction. The account opening date is prior. > > > > Please, can someone suggest why? > > > > Allan > > A supplementary question now. > > I have an Investment account, and below that an Equity account and below > that a security. > > The top level was open, as was the bottom level, but not the Equity > account. In Investment view, on the account tab, the Equity appeared as > though open, with no hint that it was closed, until right clicked. If > an investment account is closed, it appears as crossed through, but not > the equity. A bit of inconsistency, perhaps? > > In fact, I'm not now clear on the need/purpose for all three. > > Allan
Allan, I can't answer the question as to why all three are needed. I have only ever operated with investment accounts containing stocks and funds (securities) and a brokerage account associated with the investment account. I've never found a need for an equity account. In fact I only have one equity account which is called Opening Balances and I don't remember ever setting that up. I think it was created automatically when I first started using KMyMoney. I'm also now wondering what the purpose of an equity account is. I haven't found reference to it in the documentation. Dave. _______________________________________________ KMyMoney-devel mailing list KMyMoney-devel@kde.org https://mail.kde.org/mailman/listinfo/kmymoney-devel
