Git commit 95590fbf0ece4452f7f20ca7803f532385e0cb90 by Thomas Baumgart. Committed on 05/01/2020 at 11:02. Pushed by tbaumgart into branch 'master'.
Add initial notes on reusing an existing security in a second investment account. Expansion and screenshots to be added later. (cherry picked from commit 8547037f9373f5ae8c5d3d039a2e6f6fe2514c52) M +45 -3 doc/details-investments.docbook https://commits.kde.org/kmymoney/95590fbf0ece4452f7f20ca7803f532385e0cb90 diff --git a/doc/details-investments.docbook b/doc/details-investments.docbook index 2fb1786ff..c0b29a398 100644 --- a/doc/details-investments.docbook +++ b/doc/details-investments.docbook @@ -7,9 +7,10 @@ <personname><firstname>Michael</firstname><surname>Carpino</surname></personname> <email>mfcarp...@gmail.com</email> </author> + <author> &Jack.H.Ostroff; &Jack.H.Ostroff.mail; </author> </authorgroup> - <date>2019-04-04</date> - <releaseinfo>5.0.3</releaseinfo> + <date>2019-12-30</date> + <releaseinfo>5.0.7</releaseinfo> </chapterinfo> <title>Investments</title> @@ -234,6 +235,43 @@ </para> </listitem> </itemizedlist> +</sect2> + +<sect2 id="details.investments.reuse"> + <title>Using a Security in more than one Investment Account</title> + +<note> + <para> + This section has been added just in time for the release of Version 5.0.8. The + author felt it was important to include at least the basic information now, since + this topic has been a source of difficulty for some time. The discussion will be + expanded and screenshots of the New Security Wizard will be added as soon as + possible. + </para> +</note> + +<para> + It is possible to own shares of the same security in different investment accounts, + such as a regular investment account and also a retirement account. If you follow the + instructions above, you will have that security show up in both accounts, but + &kmymoney; will actually treat them as if each of the securities is a different + underlying equity. This results in duplicate storage, such as having two copies of + the entire price history of the equity. Therefore, you may prefer to have both + securities refer to the same underlying equity. +</para> + +<para> + When you add a security to an investment account, and that security already exists in + another investment account, you need to be careful if you want to reuse it rather than + creating a new, duplicate security. When you see the <guilabel>New Investment + Wizard</guilabel>, after selecting the type of investment and clicking + <guibutton>Next</guibutton>, you need to be sure the <guilabel>Full Name</guilabel> + field is empty before entering the <guilabel>Trading Symbol</guilabel>. When you hit + <keycap>Tab</keycap>, if &kmymoney; already has a security using that symbol, it will + ask if you wish to reuse it. If you click <guibutton>Yes</guibutton>, it will fill in + the rest of that dialog, and you can then just click <guibutton>Next</guibutton>. +</para> + </sect2> </sect1> @@ -252,6 +290,11 @@ on the screen by selecting any of them by left clicking on the item in the top bar and dragging it to the left or right. </para> +<para> + If you choose to Edit an Investment, you will use the <guilabel>Investment detail + wizard</guilabel>, which looks and functions just like the <guilabel>New Investment + Wizard</guilabel>, as described in the previous section. +</para> </sect1> <sect1 id="details.investments.ledger"> @@ -690,4 +733,3 @@ </para> </sect1> </chapter> -