on Monday 07 February 2011 22:11:41 aga wrote:
> > On 2/6/2011 6:46 PM, aga wrote:
> > > On Sun, 06 Feb 2011 15:45:04 -0600
> > >
> > > Nathan Schwarz<npschwarz@...> wrote:
> > >> Dear KMyMoney,
> > >>
> > >> I am currently using KMyMoney for my personal checking account and
> > >> it works well. However, I would also like to use it to track my
> > >> investments and thus give me a full picture of my complete net
> > >> worth. However, I am unable to do this because KMyMoney does not
> > >> seem to allow me to enter my mutual funds manually. For example,
> > >> when I purchase a mutual fund I know the total purchase price and
> > >> the amount per share. I would like to have KMyMoney calculate how
> > >> many shares were purchased. In the documentation it says /"For
> > >> buy, sell, and cash dividend transactions, the number of *shares*,
> > >> the *price per share*, and the*total amount* of the transaction
> > >> must be established. *You can enter any two of these, and KMyMoney
> > >> will calculate the third*./ " However, the documentation appears
> > >> to be misleading, as I am unable to enter the total amount and
> > >> price per share and allow KMyMoney to calculate the number of
> > >> shares purchased. Please correct this so that I can enter the
> > >> total amount and price per share, then KMyMoney can calculate the
> > >> # of shares purchased.
> > >>
> > >> Also if its possible, please build an import tool that could allow
> > >> me to import data from a spread sheet. Currently I am using a
> > >> spreadsheet to track all of my funds. It would be nice if KMyMoney
> > >> would have a custom import feature that would let me choose which
> > >> column is associated with 'date', 'amount of purchase' and 'share
> > >> price'. Then I could import the last 20 years of my investments
> > >> without having to retype them all in. Thank you.
> > >>
> > >> Nathan Schwarz
> > >
> > > Hi Nathan
> > >
> > > I'm commenting just on your last paragraph as I have been working
> > > on a CSV import plugin, which allows import of both bank statement
> > > and investment statements. It allows the user to specify which
> > > columns to use for date, payee/detail, amount/debit/credit and
> > > memo, and for investments, quantity , price and amount. This is
> > > functional and in use by a few users, but not yet in the stable
> > > release. I'm not yet sure which release will contain it.
> > >
> > > It sounds like it may meet your requirements, but you may have to
> > > wait for a few months, I suspect. Depending on your computer
> > > expertise, it could be possible to get it earlier, but it requires
> > > building from source, or copying a few files to appropriate
> > > locations.
> > >
> > > Allan
> On Mon, 07 Feb 2011 14:25:24 -0600
> Nathan Schwarz <npschwarz@...> wrote:
> > Allen,
> > Thank you. The CSV import feature sounds like it would work great
> > for me. I look forward to seeing it in a final release. Will you
> > also consider a CSV export plug in? That could be nice as well if
> > someone wanted to export the info to a spreadsheet for further
> > analysis.
> > Nathan
> It's not something that I've needed to explore, but I think one can
> export reports to CSV already. You might have a look at that.
Yes, they can be exported to HTML or CSV.
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