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