On 2013.12.04 19:39, Ian Neal wrote:
On 05/12/13 00:06, Allan wrote:
On 04/12/13 23:32, Ian Neal wrote:
Is there currently a way of converting one stock type into another
within KMyMoney?
The situation is that I have an existing stock holding, lets call
it Acme Class 1, and the company has decided to convert these all
into Acme Class 2 with a conversion ratio of 1:0.6
I cannot see any obvious way of doing apart from adding a sell of
Acme Class 1 and a buy of Acme Class 2.
I've never had to do this myself, but I think this is where you
would use a split, where you enter the denominator in the quantity
field, which would take care of the quantity adjustment. However,
then you have to take care of the change of name.
I would probably use remove and add rather than sell and buy.
Whether you do the split before or after, is probably your choice.
There could possibly even be a case for a third, interim, stock, to
receive the removed amount, do the split on those, then remove those
and add to your real second stock. Whether that is necessary, or
better, or silly, is again your choice.
I think I should probably create a new feature request for this
functionality.
I just opened bug 328575 (https://bugs.kde.org/show_bug.cgi?id=328575)
as I just had the same issue. For bookkeeping purposes, my broker
opened a new account for me, and transferred several stocks to that
account from my existing account, although no split was involved.
Might even have a go at programming it, if I ever get the time.
What I did in this case was to do a "remove shares" to bring the total
to 0. I then duplicated the remove transaction, moved that transaction
to the new account, and then changed it to "add shares" so it had
exactly the same number of shares.
Jack
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