Investment View
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Registered Member 
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Hello, I am new to Linux and KMyMoney and at the moment am just feeing my way. The problem I have is that I cannot delete my accounts in the "Investment view" window when right clicking delete function is greyed out. Hope somebody can help. Maybe I am not in correct forum??
eldrick |
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Registered Member
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You have to delete all transactions in the investment account and all dependencies with other accounts first.
See KMM manual chapter 6, last section.
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Registered Member
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Registered Member
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Hello
My query is not quite the same as the original Post here. I have an Investment account which i most certainly do NOT wish to delete [but i completely understand why i could not delete it now even if i wanted]. It has now become Zero balance, & will remain Zero forever more, as i rolled over the funds from it into an alternative investment. I certainly wish to retain this investment in KMM for historical records. However it is undesirable for this investment to continue being visible in my list of accounts on various tabs, including Home. It is simply undesirable clutter. When i have any zero-balance Savings accounts that i wish to hide [Close], i can simply achieve that via the right-click menu [regardless of them having many or no transactions, so long as the balance is zero]. Then, when my View setting is to NOT "Show All Accounts", said account becomes invisible. That is exactly what i desire for this zeroed Investment account, but the right-click option is greyed out for it. I then experimented by creating a dummy investment account, with no balance [& no transactions], which happily can be closed or opened at will, via right-click. Thus the impediment for me seems to be that my target Investment account, despite saying nil balance, does [correctly] have multiple transactions. Why does that not matter for a Savings account, but apparently matters for an Investment account? Why is this? Is there no solution? [Pls don't suggest deleting all its entries; that's not helpful]. Thanks. |
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KDE Developer
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These are the conditions that are checked before closing an account (quoting from the code):
1. balance must be zero 2. all children must be already closed 3. there must be no unfinished schedule referencing the account Nr. 3 could be relevant in your case.
cristian.onet, proud to be a member of KDE forums since 2008-Oct.
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Registered Member
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Thanks Cristian
Unfortunately both #1 & #3 are affirmative, ie, "Yes". I suspect that #2 is also Yes, but could you pls clarify "children" here? |
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KDE Developer
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I guess the children are the sub-accounts displayed in the accounts view. Maybe this thread can help you.
cristian.onet, proud to be a member of KDE forums since 2008-Oct.
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Registered Member
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Thanks Cristian.
I have checked this zeroed Investment account yet again now, & can reconfirm that 100% of its "children" are to a Cash account that is also now zero ... & which happily can be closed to hide. I also reconfirmed that there are no active scheduled transactions associated with this Investment account. Despite this, the zeroed Investment account itself still refuses to be closed. This is perplexing ... but also pretty irritating. Steffie. |
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KDE Developer
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You could create an anonymous file from your file, check that the account still can't be closed and send it to the developers list so we can determine the reason why the account can't be closed.
cristian.onet, proud to be a member of KDE forums since 2008-Oct.
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Registered Member
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Thanks Cristian, that's a nice idea & offer. I've made the file, satisfied myself that it does indeed appear to be adequately anonymised, & also verified that this $0.000 Investment account still refuses to let me Close it [the option remains ghosted-out]. How do i actually *get* the file to the developers pls? It's ~4.4 MB [= much bigger than my actual "real" data file].
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Registered Member
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You can file a bug in bugs.kde.org and attach it in the bug, or you can compress the file and send it to kmymoney-devel@kde.org.
Hei Ku, proud to be a member of the KMyMoney Development Team since January-2008
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Registered Member
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Thanks very much Hei Ku; i chose the second option, hence have externally emailed the zipped file.
Best wishes, Steffie. |
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KDE Developer
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I checked your anonymous file. If 'A000495' is the investment account that you want to close (it has 0 balance) you need to close it's subaccount 'A000496' (the stock account) first, then the 'Close account' action will be enabled for 'A000495'.
cristian.onet, proud to be a member of KDE forums since 2008-Oct.
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Registered Member
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Hi & thank you, Cristian
I'm very sorry to have wasted your time, but very grateful for your help. I had not properly understood the KMM definition of a Child account, thus i had not recognised that in fact it was the ongoing presence of the stock account that was the cause of the main Investment account not being "Closable". As soon as i understood this oversight of mine tonight, when i read your msg, I was able to close the stock account & then voila immediately also close the main Investment account afterwards. I feel quite silly, but also good that with your nice help i have learned a useful lesson. Many thanks! Steffie. |
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KDE Developer
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You're welcome
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cristian.onet, proud to be a member of KDE forums since 2008-Oct.
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