[Kmymoney-devel] Feature request

[Christian Elbe]

Hi Thomas,

Thanks for your reply.

I would like to analyse my assets' diversification by making reports
with pie charts which show my assets (savings, investments,...)
according to several categories.

These categories should include
- region (Germany, USA, ... or Europe, America, Asia),
- currency (EUR, USD, GBP, ...),
- risk category (low, medium, high risk investments, ...),
- availability (short, medium, long term investments, ...),
- asset category (nominal, hybrid, real assets,...),
- ...

I thought instead of including every feature separately it would be
clearer to cover all of them by assigning the respective tags to each
account.
For that KMyMoney would need a tag feature for accounts which should
also be considered in the report configuration.
It could be similar to the already existing tag feature for transactions.

One could also use the tag feature to mark accounts for other reasons,
for example if an account is set up for a special purpose like saving
for a new car, flat, ...

I hope this explanation is good enough and I am looking forward to
hearing from you again.

Christian


Am 02.06.2013 10:06, schrieb Thomas Baumgart:
> Hi Christian,
> 
> first thing first: please always include the list as CC (user Reply-to-all or 
> similar)
> 
> Why do you want tags on accounts for? Can you explain your use-case a bit? 
> Thanks in advance.
> 
> Thomas
> 
> 
> On Tuesday 28 May 2013 12:35:38 you  wrote:
> 
>> Hi,
>>
>> Thanks a lot for the hint. I have tried it, but unfortunately (as far as
>> I can see) the tags are only for transactions and not for accounts. Is
>> it possible to add them to accounts?
>>
>> Am 26.05.2013 13:12, schrieb Thomas Baumgart:
>>> Hi,
>>>
>>> On Sunday 26 May 2013 02:51:49 Christian Elbe wrote:
>>>> Hi there,
>>>>
>>>> I really enjoy working with KMyMoney. Especially the report function is,
>>>> in my opinion, much better than in GnuCash.
>>>> However, it came to my mind that it would be nice to have the
>>>> possibility to add tags (or something like that) to the accounts to
>>>> categorise them. These tags could, for example, depict the risk class of
>>>> the investment/account (low, medium, high, ...) or the duration of the
>>>> investment/account (short term, mid term, long term, ...). Finally, it
>>>> would be great to have the possibility of making a pie chart report
>>>> which shows the asset distribution according to risk class, duration,
>>>> region, ...
>>>>
>>>>  In case this feature is already included (maybe in another way), please
>>>>
>>>> tell me how to do that.
>>>>
>>>> Thanks a lot,
>>>
>>> Tags have been added to the master branch of the development repository.
>>> In
>>> order to get that feature you will have to build the package from source.
>>> I am not sure, if all the reporting you want to see is possible, but
>>> certainly the foundation has been laid out.