I've now had more than one occasion where I sold stock, reducing my holdings of that stock to 0, and closed the stock account. Some time later, I bought shares of that same stock, and when imported by OFX, KMM was happy to register the purchase, even though the account was closed. If I try to edit that purchase transaction, the stock is NOT shown, but I can't select anything without first reopening the stock account. The only reason I even noticed was that when reconciling my holdings in that investment account, that stock was not shown on the Investments View, Equities tab.

Should the consistency check look for any closed accounts which are not empty? I'm not sure if it should automatically reopen them, or just let the user decide what to do - although if you want to move the content (money or stock) you have to reopen the account first.

Thoughts?

Jack

Reply via email to