[kmymoney] [Bug 479820] New: Add ability to make recurring investments

2024-01-14 Thread Matt via KMyMoney-devel
https://bugs.kde.org/show_bug.cgi?id=479820

Bug ID: 479820
   Summary: Add ability to make recurring investments
Classification: Applications
   Product: kmymoney
   Version: unspecified
  Platform: Arch Linux
OS: Linux
Status: REPORTED
  Severity: wishlist
  Priority: NOR
 Component: general
  Assignee: kmymoney-devel@kde.org
  Reporter: mat...@matteog.xyz
  Target Milestone: ---

I would like the ability to create a new scheduled transaction for adding
shares of a particular investment. The ability to calculate your average dollar
cost would be nice, but it is fairly simple to do by hand.

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[kmymoney] [Bug 489451] New: When buying stocks with precision>2, the rounding rule used in the ledger is wrong

2024-06-29 Thread matt via KMyMoney-devel
https://bugs.kde.org/show_bug.cgi?id=489451

Bug ID: 489451
   Summary: When buying stocks with precision>2, the rounding rule
used in the ledger is wrong
Classification: Applications
   Product: kmymoney
   Version: 5.1.2
  Platform: Ubuntu
OS: Linux
Status: REPORTED
  Severity: normal
  Priority: NOR
 Component: general
  Assignee: kmymoney-devel@kde.org
  Reporter: kdebugs...@xoxy.net
  Target Milestone: ---

Created attachment 171186
  --> https://bugs.kde.org/attachment.cgi?id=171186&action=edit
screenshot showing the bug

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SUMMARY
When you buy stocks that have a precision > 2 and the rounding option is set to
closest ("arrondi" in my french interface) the value is right in the edit
window but the value that is written in the ledger seems to use the truncate
rule instead. I have attached a screenshot that shows the discrepancy.

STEPS TO REPRODUCE
1. 
2. 
3. 

OBSERVED RESULT


EXPECTED RESULT
The value written in the ledger should use the right rounding rule when buying
stocks

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: ubuntu 22.04
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

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[kmymoney] [Bug 489451] When buying stocks with precision>2, the rounding rule used in the ledger is wrong

2024-06-30 Thread matt via KMyMoney-devel
https://bugs.kde.org/show_bug.cgi?id=489451

--- Comment #2 from matt  ---
I downloaded and tested the AppImage named
kmymoney-5.1-3218-linux-gcc-x86_64.AppImage (version 5.1.3-eef04f1 in the UI).

This version is much better. 

Only small detail left, 1.0051 is rounded up which is correct but the value
1.0050 is rounded down when using the round option, I think it should be
rounded up.

It seems there is no international standard but the EU provided one for the
euro : 
https://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=LEGISSUM:l25025&from=FR

 Rounding rules

Monetary amounts in euros must, when a rounding takes place, be rounded up
or down to the nearest cent.
Monetary amounts converted into a national currency unit must be rounded up
or down to the nearest sub-unit or in the absence of a sub-unit to the nearest
unit.
National law or practice is to be respected such that, in some countries,
rounding may be to a multiple or fraction of the sub-unit or unit of the
national currency.
**If the application of the conversion rate gives a result which is exactly
half-way, the sum is rounded up.**

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[kmymoney] [Bug 489451] When buying stocks with precision>2, the rounding rule used in the ledger is wrong

2024-06-30 Thread matt via KMyMoney-devel
https://bugs.kde.org/show_bug.cgi?id=489451

--- Comment #3 from matt  ---
Too bad Ubuntu is so late in updating the packages. The version I reported for
is the latest in Ubuntu with apt.
Time to switch to flatpak or snap for kmymoney?!

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