[kmymoney] [Bug 407243] New: Ability to report on account "class" to enable portfolio analysis

bugzilla_noreply at kde.org bugzilla_noreply at kde.org
Sun May 5 18:46:37 BST 2019


https://bugs.kde.org/show_bug.cgi?id=407243

            Bug ID: 407243
           Summary: Ability to report on account "class"  to enable
                    portfolio analysis
           Product: kmymoney
           Version: unspecified
          Platform: Other
                OS: Linux
            Status: REPORTED
          Severity: wishlist
          Priority: NOR
         Component: general
          Assignee: kmymoney-devel at kde.org
          Reporter: tonywburke at gmail.com
  Target Milestone: ---

I track a number of accounts within KMyMoney and wish to produce an overall net
worth report showing how the monies are invested
e.g a pie chart showing region:- USA:Asia:Europe
e.g. a pie chart showing risk:- high:medium:low
e.g. a pie chart showing asset class :- Equity:Cash:Property

Each account would need to be categorised in 3 ways... e.g. USA:Low:Cash

Currently, I am maintaining a parallel Net Worth within a spreadsheet;
producing the required reports as needed. This creates more work and there is
always the risk of a discrepancy between the two systems.

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