[kmymoney] [Bug 400487] New: Wishlist - networth forecast report

bugzilla_noreply at kde.org bugzilla_noreply at kde.org
Tue Oct 30 16:35:28 GMT 2018


https://bugs.kde.org/show_bug.cgi?id=400487

            Bug ID: 400487
           Summary: Wishlist - networth forecast report
           Product: kmymoney
           Version: 4.8.0
          Platform: Other
                OS: MS Windows
            Status: REPORTED
          Severity: normal
          Priority: NOR
         Component: general
          Assignee: kmymoney-devel at kde.org
          Reporter: aperali at gmail.com
  Target Milestone: ---

Created attachment 115984
  --> https://bugs.kde.org/attachment.cgi?id=115984&action=edit
Idea for net worth forecast

SUMMARY
Forecast networth report does not consider appreciation/loss of investment
and/or saving accounts.

STEPS TO REPRODUCE
1. Report Pane; 8. Forecast; Networth Forecast
2. 
3. 

OBSERVED RESULT
The forecast networth allways go down for a person who lives just from his/her
investment and/or savings

EXPECTED RESULT
1. I think it's missing the possibility to consider the appreciation/loss of
the investment or saving accounts. It could be done using the schedule method
(user informs the appreciation rates for each investment) or by history method
(SMA, WMA or LR based on price history).
2. In addition user could inform, as an alternative, from/to what
investment/saving account he's withdrawing/funding the monthly differences from
income and expenses. It should affect the balance value that account and
consequently the appreciation/loss for the next month.

ADDITIONAL INFORMATION

I'm attaching a simplified excel and jpg sample.

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