Ubuntu
kmymoney2 package

Unable to setup new stock investment account

Asked by marvlowe

I'm trying to set up a investment account for company stock I own. After entering the information I'm trying to input initial transaction indicating number of shares and price when purchased. I go to investment transactions and click on New. I have no problem entering the number of shares, initial cost, date purchased, etc, but when I click on Symbol name I get a pop-up window titled "Investments" no options are listed and I'm not allowed to type anything in as a result the enter option remains grayed out and I cannot enter the initial transaction. What am I doing wrong?

Marv Lowe

Question information

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Status:
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For:
Ubuntu kmymoney2 Edit question
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Solved by:
Hei Ku
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Revision history for this message
Hei Ku (asoliverez) said : 		#1

What version of KMyMoney are you using? There are several changes between 0.8.x version and 0.9

Revision history for this message
marvlowe (marvlowe) said : 		#2

 I am using version 0.8.8 and KDE 3.5.9. This is what is currently available from ubuntu package manager.

Marv Lowe
 -------------- Original message from Hei Ku <email address hidden>: --------------

> Your question #43183 on kmymoney2 in ubuntu changed:
> https://answers.launchpad.net/ubuntu/+source/kmymoney2/+question/43183
>
> Status: Open => Needs information
>
> Hei Ku requested for more information:
> What version of KMyMoney are you using? There are several changes
> between 0.8.x version and 0.9
>
> --
> To answer this request for more information, you can either reply to
> this email or enter your reply at the following page:
> https://answers.launchpad.net/ubuntu/+source/kmymoney2/+question/43183
>
> You received this question notification because you are a direct
> subscriber of the question.

Revision history for this message
Hei Ku (asoliverez) said : 		#3

Did you create the stock for that investment? In the investment view, you need to setup the stock account too. Did you do that?
From your description, I see that you created the investment account, but you don't mention creating the stock account.

Revision history for this message
marvlowe (marvlowe) said : 		#4

I guess not, but how do you set up a stock account inside an investment account? When I set up the investment account I gave it the name of the company stock and when I open the investment account window it is the only thing listed in the select account list.

Marv Lowe
-------------- Original message from Hei Ku <email address hidden>: --------------

> Your question #43183 on kmymoney2 in ubuntu changed:
> https://answers.launchpad.net/ubuntu/+source/kmymoney2/+question/43183
>
> Status: Open => Needs information
>
> Hei Ku requested for more information:Did you create the stock for that investment? In the investment view, you need
> to setup the stock account too. Did you do that?>From your description, I see that you created the investment account, but you
> don't mention creating the stock account.
>
> --
> To answer this request for more information, you can either reply to
> this email or enter your reply at the following page:
> https://answers.launchpad.net/ubuntu/+source/kmymoney2/+question/43183
>
> You received this question notification because you are a direct
> subscriber of the question.

Revision history for this message
Hei Ku (asoliverez) said : 		#5

On the investment account window, right-click and select Create New Stock.
That should allow you to create a new stock account that you can later on select in a transaction.

Revision history for this message
marvlowe (marvlowe) said : 		#6

 Thanks. That worked. Problem solved.

Marv Lowe
 -------------- Original message from Hei Ku <email address hidden>: --------------

> Your question #43183 on kmymoney2 in ubuntu changed:
> https://answers.launchpad.net/ubuntu/+source/kmymoney2/+question/43183
>
> Status: Open => Answered
>
> Hei Ku proposed the following answer:
> On the investment account window, right-click and select Create New Stock.That should allow you to create a new stock account that you can later on select
> in a transaction.
>
> --
> If this answers your question, please go to the following page to let us
> know that it is solved:https://answers.launchpad.net/ubuntu/+source/kmymoney2/+question/43183/+confirm?
> answer_id=4
>
> If you still need help, you can reply to this email or go to the
> following page to enter your feedback:
> https://answers.launchpad.net/ubuntu/+source/kmymoney2/+question/43183
>
> You received this question notification because you are a direct
> subscriber of the question.

Revision history for this message
Best Hei Ku (asoliverez) said : 		#7

Great. Glad you got going.

Can you mark this as Solved?
Thanks!

Revision history for this message
marvlowe (marvlowe) said : 		#8

Thanks Hei Ku, that solved my question.