Stocks and shares
Moderator: Renato
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oldgrayrider
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Re: Stocks and shares
New user trying to sort out portfolio accounts. Problem: how to create a recurring transaction as part of an income amount (payroll) going to a portfolio account as a 401k transaction. Two income contribution amounts, 1 from employee and 1 match from employer. I am so far not able to execute this.
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steen
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Re: Stocks and shares
Hi Nikolay,
have you got any news about the 2.0 version?
Release date?
Thanks in advance!
have you got any news about the 2.0 version?
Release date?
Thanks in advance!
Nikolay wrote: ↑Sun Jan 10, 2021 7:12 pm It's very complicated and confusing. I'm trying to solve this in version 2.0.0.
https://github.com/moneymanagerex/money ... ssues/2718
https://github.com/moneymanagerex/money ... ssues/2729
https://github.com/moneymanagerex/money ... ssues/2702
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MartinArmstrong
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Re: Stocks and shares
The next release after the current 1.6.4 will be MMEX 1.7.0. There is no fixed released date for that version yet but it is getting near.
Beyond that there will be MMEX 1.7.1, 1.7.2 etc.
There are certainly no solid plans yet for version 2.0. Much has changed in the world since @Nikolay wrote his comment in Jan 2021.
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karsey
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Re: Stocks and shares
A workaround for setting up your initial stocks is to pair each initial "purchase" (or withdrawal in the share account) with a transfer from a bank account for the same amount. Just do it for all your shares until they all have two entries: one for the initial setup purchase/withdrawal and another for a transfer from a bank account for the same amount.
When you're done, your bank account is going to be completely out of whack, it's fine.
Just adjust the starting balance by an appropriate amount which makes brings it back to the actual starting balance.
Eg. You've just set up your mmex database and you're starting from scratch, you set up a checking account with $100, a savings account with $500, and then you set up your "MyBroker" under stock portfolio, add a transaction, and you have 10 shares of ABC.NYSE with an average cost of $3, so the amount invested is $30, and the current price is $5, bringing the account value to $50 with an unrealized gain of $20.
When you create the share account, and create the initial withdrawal transfer for $30, subsequently go into the share account and make a transfer from your checking account for $30. The balance in the share account will be 0. The stock portfolio will be fine.
However now your checking is at $70 and that's just not true! Right click on it and adjust the opening balance by +$30.
All is well in the world. I hope this is helpful for someone!
When you're done, your bank account is going to be completely out of whack, it's fine.
Just adjust the starting balance by an appropriate amount which makes brings it back to the actual starting balance.
Eg. You've just set up your mmex database and you're starting from scratch, you set up a checking account with $100, a savings account with $500, and then you set up your "MyBroker" under stock portfolio, add a transaction, and you have 10 shares of ABC.NYSE with an average cost of $3, so the amount invested is $30, and the current price is $5, bringing the account value to $50 with an unrealized gain of $20.
When you create the share account, and create the initial withdrawal transfer for $30, subsequently go into the share account and make a transfer from your checking account for $30. The balance in the share account will be 0. The stock portfolio will be fine.
However now your checking is at $70 and that's just not true! Right click on it and adjust the opening balance by +$30.
All is well in the world. I hope this is helpful for someone!