https://bugs.kde.org/show_bug.cgi?id=498847
Bug ID: 498847
Summary: Confusing terms Equity, Investment, Security etc
Classification: Applications
Product: kmymoney
Version: unspecified
Platform: Other
OS: Linux
Status: REPORTED
Severity: wishlist
Priority: NOR
Component: general
Assignee: kmymoney-devel@kde.org
Reporter: vanques...@gmail.com
Target Milestone: ---
After several years of using this great package I still struggle with the
ambiguous use, in documentation and on screen, of the terms Securities,
Equities etc (which are generally held to have the interchangeable meanings in
common parlance) but are used specifically in kmymoney to differentiate between
a specific offering (such as Microsoft Ordinary Shares) and a user's Holding
of that offering within a specific account. Indeed the Investment view tabs
"Securities" & "Equities" had me confused for a long time but perhaps that's
just me.
Might it be clearer to consistently use:
1) "Securities" when referring to a specific offering i.e VISA Ord Shares,
TREASURY 3 1/2% Gilt 22/01/2045, BondAny etc
2) "Holding" when referring the user's holding of that specific investment -
for example "100 VISA Ord shares"
3) "Investment Account" (with their related "Brokerage" Accounts) to mean the
financial accounts to which holdings are allocated i.e "Broker1 ISA Account",
"Broker1Taxed Account", "Bank1 ISA" ...
A user may then have several "Investment" Accounts each with assorted
"Holdings" some of which maybe of the same "Security".
This would also leave the ambiguous terms Security, Equities, Shares etc to be
used interchangeably as all referring to a specific investment offering, as in
common parlance.
The Investment View would then seem clearer to me if the "Equities" tab was
renamed "Holdings" (or some such) and the label "Select Account" detailed as
"Select Investment Account". It would then be logical to select an Investment
Account from the drop down box to filter just the "Holdings" within that
account (as the tab name would imply).
No doubt others can think of better terms to use than above but I do think that
some consistency of use would help make make usage simpler and clearer.
Thanks for a great product.
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