GNOME Bugzilla – Bug 115267
advanced portfolio report chokes on split transactions
Last modified: 2018-06-29 20:33:57 UTC
Split transactions, such as buying several different stocks at one time, cause problems for the advanced-portfolio report. Sometimes the direction of money flow is incorrect (- instead of +), other times, the report just returns ###. This is especially problematic for the portfolio summary because just one problem equity causes the entire column to return ### for total invested, % return, etc. Considering the split transaction case is important because employee purchase funds (EG 401Ks) will match contributions and distribute among several stocks/funds at once (with each paycheck). It is much more convenient to contain these activities in one transaction with multiple splits, but right now if unfortunately trashes the advanced-portfolio report.
Actually, a more accurate way to handle this is a "single split" to your "401k brokerage account" and then a bunch of "purchase" and "matching" transactions to the individual stock/MM funds.. The reason I say this is that your paycheck doesn't have individual line-items for your 401(k) splits. It's a single 401(k) deduction. So, the transactions can (and probably should) be made separately. Having said that, the report should still handle split transactions.
*** Bug 347975 has been marked as a duplicate of this bug. ***
Potentially related bugs (feel free to close this one as "duplicate" if they are in fact identical or a direct subset of this bug): bug#115267 bug#336240 bug#342245 bug#343245 bug#344566 bug#346062
I don't know whether to call this WONTFIX or OBSOLETE. It's pretty dang old and the report has undergone at least two major revisions since then so I'm tagging this OBSOLETE. But it is relevant to note that Derek's comment is right, this really should be handled by one large split to a brokerage account and then subsequent individual buy transactions.
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