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Investments tutorial?

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jeffsilver
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Investments tutorial?

Sun May 31, 2015 10:13 am
I've been using kmymoney for bank and credit card accounts for a year or so now, having migrated from Quicken. All working perfectly.
I would now like to extend my usage to include various investments, which I have not previously computerized.
There's plenty of detailed information around on how to create such-and-such an account type, how to add an investment; but I'm having trouble figuring out how to use these object types; i.e. how exactly they map to real-world entities.
Is there some sort of explanatory tutorial anywhere?

Example: I have an account with a fund manager, in which I have holdings of several funds. In each fund, I hold a number of units, and there's a variable price per unit. I simply can't see how I should represent that in kmymoney.
Should the fund manager be an "account", an "institution" or what?
Is each fund holding an "account" or an "investment" (or something else)?
...
alsonick
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Re: Investments tutorial?

Sun May 31, 2015 3:27 pm
Hi.Wow. What a nice app. I think you can go through https://docs.kde.org/stable4/en/extrage ... ments.html

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