![]() Registered Member ![]()
|
I have an investment account with zero balance (I added and then sold stock). The close option is greyed out.
Minor adjustment (e.g., adding +/- 0.01 dividend) do not help. How can I close it? |
![]() KDE Developer ![]()
|
Which version of KMyMoney do you use?
ipwizard, proud to be a member of the KMyMoney forum since its beginning.
![]() openSuSE Leap 15.4 64bit, KF5 |
![]() Registered Member ![]()
|
KMyMoney
Version 5.1.1-2cc89fc |
![]() Registered Member ![]()
|
I always define stock and funds with Price Entry "Total for all shares" because if you enter transactions with a price and a quantity, there are often rounding differences in the multiplicaton. You think your balance is zero, but it's not. It just rounds to zero.
|
![]() Registered Member ![]()
|
Thanks. I didn't know that option existed, and it'll be helpful in the future, but I still cannot close then account when I change that, even if I edit the transactions to adjust them so totals match.
|
![]() Registered Member ![]()
|
Another reason is open dependencies. You cannot close a parent account as long as there are subaccounts.
|
![]() Registered Member ![]()
|
Thanks. There are no subaccounts to this account.
|
![]() KDE Developer ![]()
|
Oh there is a sub-account, namely the account that tracks the security itself. Activate the option Show equity accounts on the filter tab of the general settings to make those accounts visible e.g. in the account view. Try to close that account first and see if you can then close the investment account. If that works, it would possibly make sense to allow closing an investment account if all security accounts have a balance of zero and close them all together, but that would be another wishlist item.
ipwizard, proud to be a member of the KMyMoney forum since its beginning.
![]() openSuSE Leap 15.4 64bit, KF5 |
![]() Registered Member ![]()
|
That was it.
It wasn't intuitive (to me) ![]() |
![]() Registered Member ![]()
|
Thanks IPWizard (and Mr Perez) . That helped answer one of my questions too!
|
Registered users: Bing [Bot], daret, Google [Bot], Sogou [Bot]