How to migrate existing stocks from 1.9.0 to V2 stocks in 1.9.1

[mariuszc]

I have been using MMEX to track my stock investments for long time.
I have just upgraded MMEX to version 1.9.1.

From release notes I can read the following:
For users migrating to Stock v2, transactions within Share Accounts can be updated by modifying their Transaction Account ID to the corresponding Investment Account ID. This allows for seamless integration with the new system while preserving historical data. Additionally, if the original Share Accounts had non-zero initial balances, users should also update the initial balances of the corresponding Investment Accounts to reflect those amounts accurately.

Question: What do I have to do to update Transaction Account ID to the corresponding Investment Account ID?

[Renato]

Maybe this will help: https://github.com/moneymanagerex/money ... ssues/7412

[luisdev]

I have been using MMEX to track my stock investments for long time.
I have just upgraded MMEX to version 1.9.1.

...

Question: What do I have to do to update Transaction Account ID to the corresponding Investment Account ID?

Did you find a answer to this? If so, please share...

[mariuszc]

I did not find any solution how to migrate to V2 stocks.
I'm still using old stocks with dedicated share accounts - this is is still working in 1.9.1.

[guangong]

hi @mariuszc ,

Your feelings are correct, as it was designed to be compatible with historical data.

You may need to set up a new investment account, and then you will receive instructions on what to do and how to do it.

Question: What do I have to do to update Transaction Account ID to the corresponding Investment Account ID?

[Sockenpuppe]

For me works this:
Overview:

Uebersicht.png (83.38 KiB) Viewed 46 times

2011-10-17 Kategorie "Aktien:Kauf" change Konto "Deutsche Lufthansa" to Konto "*-Depot"

Aktie_Kauf.png (74.58 KiB) Viewed 46 times

2011-10-17 Transfer change Zu "Deutsche Lufthansa" to Zu "*-Depot"

Transfer_Depot.png (50.27 KiB) Viewed 46 times

2012-05-09 Kategorie "Einkommen:Dividende" => Einzahlung change Konto "Deutsche Lufthansa" to Konto "*-Depot"

Dividende_Eingang.png (51.2 KiB) Viewed 46 times

2012-05-09 Kategorie "Einkommen:Dividende" => Auszahlung change Von "Deutsche Lufthansa" to Von "*-Depot"

Bildschirmfoto vom 2026-01-11 13-18-29.png (51.33 KiB) Viewed 46 times

This way, I have to change each booking individually. Unfortunately, I haven't yet found a way to perform a bulk edit.