[Kmymoney-devel] Feedback

[Alvaro Soliverez]

Hello Julien,
There is an accounting reason. Categories are either Income or Expense
accounts. Transfers involve only Asset and Liability accounts. If you
filter by Income or Expense, what do you do with the transactions that
have neither? Our decision was to exclude them.

I'll think about how to get that report. Right now, I can only think
of a csv export and manipulating it in a spreadsheet application. Or,
adding a tag or memo to the transactions you mean to exclude, but
that's cumbersome too.

Best Regards,
Alvaro

PS. please CC the list, so other people may help too.


On Sun, Oct 20, 2013 at 7:28 AM, Julien Audry <jaudry at live.fr> wrote:
> Hello Alvaro,
>
> Thanks for answering me :)
>
> I'd like to know why transfers are explicitly excluded from category ? Is it
> a technical reason ? Or a choice ?
>
> The informations that I'm intend to get from the reports is to see in a line
> chart how evolve the balance of my account since a specific date until now,
> including all categories and internal transfers between different acounts
> but excludind specific categories like the exceptional incomes or
> expenditure (gifts, donations, etc.). The goal for me is to see how my
> global finances has evolved excluding the influence of this particular
> categories. Excludind them cause a graphical representation biased. That's
> why I need to include transfers between my different accounts in the
> reports.
>
> Sincerely,
>
> Julien
>
>
>> Date: Sat, 19 Oct 2013 15:06:36 -0300
>> Subject: Re: [Kmymoney-devel] Feedback
>> From: asoliverez at kde.org
>> To: jaudry at live.fr
>> CC: kmymoney-devel at kde.org
>
>>
>> Hello Julien,
>> Transfers are explicitly excluded from category reports, since they
>> are not categories.
>>
>> I'd like to know more what information you intend to get from the
>> report, and we might be able to help.
>>
>> Regards,
>> Alvaro
>>
>> On Sat, Oct 19, 2013 at 11:54 AM, Julien Audry <jaudry at live.fr> wrote:
>> > Hi !
>> >
>> > I enjoy KMyMoney since I use it for 2 months now. I congratulate you for
>> > all
>> > the good work you have made. I like in particular the easy way to manage
>> > multiple accounts of different banks. Unfortunately I notice a problem
>> > in
>> > the "report" feature. In fact, when the filter "by category" is enabled
>> > all
>> > the transfers are exclude !.. I don't understand why and I'm
>> > disappointed
>> > especially because the filter by category is one of the main reasons
>> > that
>> > explain my choice for this software. So I would suggest you to solve
>> > this
>> > annoying problem. Thank you for considering my advice.
>> >
>> > Good Luck
>> >
>> > Julien Audry
>> >
>> > _______________________________________________
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>> > KMyMoney-devel at kde.org
>> > https://mail.kde.org/mailman/listinfo/kmymoney-devel
>> >