[kmymoney] [Bug 410659] Transfers in the reports

[Thomas Baumgart]

https://bugs.kde.org/show_bug.cgi?id=410659

--- Comment #5 from Thomas Baumgart <tbaumgart at kde.org> ---
Created attachment 122058
  --> https://bugs.kde.org/attachment.cgi?id=122058&action=edit
Sample file showing the possible setup with envelope accounts

This is actually not a bug but a user question. I will answer it anyway. Please
use the attached file to see what I did. The file contains the following:

1) a salary income on the first of the month into the current account
2) a split transfer from the current account to the envelope accounts which
sums up the salary and leaves no more money in the current account.
3) payments made out of the envelope accounts
4) a income/expense report showing your actual income and expenses
5) a networth report showing your financial situation
6) the home view also shows what is left in each envelope
7) example schedule to do all in one transaction on a monthly basis

At the end of a month, one would transfer all remaining money in the envelopes
into the savings account so that all others show a zero balance. Then the next
month (period) starts (see schedule).

I know that this becomes tricky to balance with the bank statement and it might
be some work but it should solve your situation.

In case of a regular salary payment I would suggest to setup a scheduled
transaction. Then, the whole process to receive the salary a split it into the
envelope accounts is a matter of a few keystrokes each period.

In case you want to discuss this further, please use the mailing list or forum
(see https://kmymoney.org/support.php for details)

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