Investments: migration roadmap 1.9.x -> v2

Let's Get Started from the Securities (Equity + ETF) and Tangible Assets

Moderator: Renato

Post Reply
MlinMMEX
Super User
Posts: 117
Joined: Wed Jul 24, 2024 6:16 pm
Are you a spam bot?: No

Investments: migration roadmap 1.9.x -> v2

Post by MlinMMEX »

Hello,
To understand the impact of investment management in MMEX, and looking to the next v2 approach.

1 Is there any non-recommended configuration to set up an investment in v1.9.x that could lead to a problem in v2?
2 Is there planned an automation to migrate current investments in v1.9.x to new v2?


finally, how are deductible categories on investments going to be in v2? I mean... entering data in split transactions, reports, etc...

I am not sure to go the right way after reading this... is this the latest doc or the beta for v2?
https://moneymanagerex.org/moneymanager ... hares.html
guangong
Developer
Posts: 646
Joined: Wed Dec 21, 2011 5:58 am
Are you a spam bot?: No
Contact:

Re: Investments: migration roadmap 1.9.x -> v2

Post by guangong »

Here you go: the Stock v2 preview introduction https://moneymanagerex.org/blog/mmex-st ... d-changes/
MlinMMEX
Super User
Posts: 117
Joined: Wed Jul 24, 2024 6:16 pm
Are you a spam bot?: No

Re: Investments: migration roadmap 1.9.x -> v2

Post by MlinMMEX »

Well, sorry, it is not clear to the points I asked...
1 Is there any non-recommended configuration to set up an investment in v1.9.x that could lead to a problem in v2?
2 Is there planned an automation to migrate current investments in v1.9.x to new v2?

Should I start entering investment transactions on 1.9.0 or better wait to the next release v2?
(I do not feel comfortable working with investments in a beta version... :? )
guangong
Developer
Posts: 646
Joined: Wed Dec 21, 2011 5:58 am
Are you a spam bot?: No
Contact:

Re: Investments: migration roadmap 1.9.x -> v2

Post by guangong »

Both are no. one tiny thing is to avoid `asTransfer`

You can start with v1.9.0 and perform a manual migration in the next release for stock v2.
Post Reply