<div dir="ltr"><br><div class="gmail_extra"><br><div class="gmail_quote">2016-06-13 16:09 GMT+02:00 hugo borrell <span dir="ltr"><<a href="mailto:hugoborrell@gmail.com" target="_blank">hugoborrell@gmail.com</a>></span>:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="ltr"><div><div class="h5"><br><div class="gmail_extra"><br><div class="gmail_quote">2016-06-12 23:48 GMT+02:00 Jack <span dir="ltr"><<a href="mailto:ostroffjh@users.sourceforge.net" target="_blank">ostroffjh@users.sourceforge.net</a>></span>:<br><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left-width:1px;border-left-style:solid;border-left-color:rgb(204,204,204);padding-left:1ex"><span>On <a href="tel:2016.06.12%2017" value="+12016061217" target="_blank">2016.06.12 17</a>:18, hugo borrell wrote:<br>
</span><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left-width:1px;border-left-style:solid;border-left-color:rgb(204,204,204);padding-left:1ex"><span>
Hello,<br>
<br>
I'm getting trouble trying to make convenient reports for taxes<br>
declarations purposes.<br>
<br>
I'm referring to<br>
<a href="https://docs.kde.org/stable4/en/extragear-office/kmymoney/details.reports.config.html" rel="noreferrer" target="_blank">https://docs.kde.org/stable4/en/extragear-office/kmymoney/details.reports.config.html</a><br>
<br>
<br>
It mentions that :<br>
<br>
> The following levels of detail are available:<br>
><br></span>
> -<span><br>
><br>
> All: Show every category or account.<br></span>
> -<br>
><br>
> Top-Level: Show only the highest-level categories or accounts, and *roll<br>
> up the sums of the subordinates categories or accounts into those values.*<br>
> -<span><br>
><br>
> Groups: Show only the totals of the income, expenses, assets, or<br>
> liabilities.<br></span>
> -<span><br>
><br>
> Total: Show only the grand totals line.<br>
><br>
><br>
This is pretty good but... I wish I could choose more specificly which<br>
accounts or categories to show on the report AND roll up the sums of the<br>
subordinates categories or accounts into those values.<br>
<br>
This is pretty easy to do for an instant view of the accounts from the<br>
"account list" page<br>
<br>
<a href="https://docs.kde.org/stable4/en/extragear-office/kmymoney/details.budgets.create.html#idp59913792" rel="noreferrer" target="_blank">https://docs.kde.org/stable4/en/extragear-office/kmymoney/details.budgets.create.html#idp59913792</a><br>
<br>
The list can be expanded or collapsed to show or hide Subcategories within<br>
> a Category.<br>
><br>
<br>
The trouble is that this very usefull feature seems to only be available<br>
for the present state of the KMM file, not for a previous state (for ex. :<br>
last year Income and Expenses on the 31th of december).<br>
<br>
Is there a way to make this possible ? Or do I have to consider re-building<br>
the whole architecture to comply with the report built-in grain (i.e. top<br>
level / groups) and add manually sub-categories if necessary ?<br>
<br>
Thanks a lot for considering this pretty long question.<br>
</span></blockquote>
<br>
You should start by looking through all the options for configuring reports. You can select any set of accounts, any set of categories. You can also select any time period. I don't know if you can show account balances as of a given date (probably, I just have not tried) but you can certainly show all transactions for a set of accounts for a set of categories for last calendar year. Also, if you ticked the "tax" box for an appropriate set of categories, you could start with any of the Tax related reports.<br>
<br>
Is there really something you want that can't be done? If so, can you give a small, concrete example?<span><font color="#888888"><br>
<br>
Jack</font></span></blockquote></div><br></div></div></div><div class="gmail_extra">Thanks Jack.</div><div class="gmail_extra"><br></div><div class="gmail_extra">"you can select any set of accounts, any set of categories." : yes I can, but I don't find any possilibility of un-selecting them while keeping their amount in there main category.</div><div class="gmail_extra"><br></div><div class="gmail_extra">Please have a look to the a rough example attached : I have made a report with the amounts for "checking account", "pety cash" and "savings accounts". The trouble is that if I choose NOT to show them in my report, the main account "assets" is set to... 0 instead of the sum of the 3 hidden accounts that are sub accounts of "assets". All I can do is take my pocket calculator to make the sum... Unless I missed something !</div><span class="HOEnZb"><font color="#888888"><div class="gmail_extra"><br></div><div class="gmail_extra">Hugo</div></font></span></div>
</blockquote></div><br></div><div class="gmail_extra"><br></div><div class="gmail_extra">This is roughly what I wish I could get in my reports, here obtained from the "account" section (see screenshots). Any possibility to make such reports ?</div><div class="gmail_extra"><br></div><div class="gmail_extra">Hugo</div></div>