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Old 02-09-2013, 06:45 PM   #1
Steve R.
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Registered: Jun 2009
Location: Morehead City, NC
Distribution: Mint 20
Posts: 464

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KmyMoney - Installation Feedback


Installed KmyMoney and imported data for the last year. Went pretty well. This is a follow-up to Use GnuCash or KmyMoney?.

The major disappointment relates to the apparent inability to track a stocks: Cost Basis, gain/loss, and (stock) lot information. I still need to read the manual in greater detail. But it looks like I will need to set-up LibreOffice Calc to do that. Though Quicken has that capability, I will continue with abandoning Quicken.

Any thoughts on how to track the cost basis, gain/loss, or (stock) lots?

Trying to import security (stock) transactions failed, did it manually. There may be a way, tool late now. Also, if you have the same stock in three accounts, you still have to enter them separately. Doesn't make sense, but that is the way it is.

Importing credit card and bank data worked very well.

When importing data, the accounts/categories in Quicken and KmyMoney need to match. I was sort-of aware of this from reading the manual and other posts, but it took a couple of test imports to really see how it worked. Ironically, I took the approach of modifying my Quicken organization to match KmyMoney. Should, I wish to go back further, importing bank/credit card transactions should go smoothly.

Last edited by Steve R.; 02-09-2013 at 07:43 PM.
 
  


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