[Bug 401205] Re: Split transaction won't allow an account

[Lee]

Hei Ku,
I'm moving from MS Money where entering my pay statements were much easier. I attempted to export and import to move the all the accounts over. The imports worked EXCEPT it didn't import any of my split transaction pay statements.  

In .9.2 I enter the split transactions without any problem. Upgrading to
.3 won't allow me to enter the withholding for the 401 accounts.

The way I performed it in msmoney was that the 401 contributions were "transferred" to a holding account. Then in the investment accounts the stock / mutual fund "buys" are taken from the 401 holding accounts.
I have a similar configuration in .2 and it appears to be working. However in .3 the split transaction wants a category. 

How can I indicate that the money is withheld and placed in a different
account to cover the 401 purchases? Especially since I already have many
"deposits" in the holding accounts?

In addition when trying to enter any new records, or attempting to
change the date on any existing record, as soon as I change the date,
the enter key grays out and the only option I have access to is cancel.

I "uninstalled" ,3 and re-installed .2 so I can continue entering all
the corrections to the import and actually start using the program.

Thanks for listening.

Lee

--- On Sat, 7/18/09, Hei Ku <asoliverez at gmail.com> wrote:

> From: Hei Ku <asoliverez at gmail.com>
> Subject: [Bug 401205] Re: Split transaction won't allow an account
> To: k6lw at arrl.net
> Date: Saturday, July 18, 2009, 6:03 PM
> If the 401K account is defined as an
> investment account, you can't
> select it from there. Investment-related transactions have
> to be entered
> from the investment account ledger.
> 
> ** Changed in: kmymoney2 (Ubuntu)
>      Assignee: (unassigned) => Hei
> Ku (asoliverez)
> 
> -- 
> Split transaction won't allow an account
> https://bugs.launchpad.net/bugs/401205
> You received this bug notification because you are a direct
> subscriber
> of the bug.
> 
> Status in “kmymoney2” package in Ubuntu: New
> 
> Bug description:
> I am trying to use the split transaction feature to load my
> pay statements. I was using 0.9.2 and just upgraded to
> 0.9.3.cvs. Now when I try and enter the money taken from my
> pay for my 401K Account, the split transaction window wants
> to put that in a category. It's not a category, it's an
> account.  I didn't have any problem before installing
> .9.3.cvs.
> 
> In addition, I can't change the date on the edit field for
> any transaction. If I try, the "enter" option grays out.
> 
> Is it possible to roll back to a previous version of the
> program?
> 
> BTW system is Kubuntu Jackalope on intel pentium.
>

-- 
Split transaction won't allow an account
https://bugs.launchpad.net/bugs/401205
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