MMEX Discussion Forum

Hi, all,

I'm really looking forward to adding the Asset Allocation concept to MMEX so I would need a few tips on how to go with the database upgrade.
The related suggestion is here: https://github.com/moneymanagerex/money ... issues/529
It includes a standard concept of Asset Allocation to investments in MMEX.

The practical change would be the addition of two tables, one for Asset Classes, and the other as a link between Stocks and Asset Classes. By adding this dictionary table we would avoid having to modify the Stock table to make a link between investment securities and asset classes.

So, the concrete question is - how are database changes propagated to the users? Should I simply make version upgrade script? Should I update the current db schema?

Thanks for any pointers in that direction!

I'll prefer to add new transaction types like: Stock, Asset, Divident etc.
Main idea is used the same accounts for money (withdrawal, deposits, transfers) for other transactions like Stock, Asset, Divident etc.
In that case we can use money transfer between Stock, Money and Asset accounts (in different currency as well).

PayeeID may be used as link to StockID, AssetID etc.

Let me just make clear that Asset Allocation has nothing to do with our concept of Assets in MoneyManagerEx.
More info on the whole concept: https://en.wikipedia.org/wiki/Asset_allocation