[kmymoney] [Bug 451921] New: Capital gains report should allow including closed accounts

bugzilla_noreply at kde.org bugzilla_noreply at kde.org
Sat Mar 26 08:59:52 GMT 2022


https://bugs.kde.org/show_bug.cgi?id=451921

            Bug ID: 451921
           Summary: Capital gains report should allow including closed
                    accounts
           Product: kmymoney
           Version: 5.1.2
          Platform: Other
                OS: Linux
            Status: REPORTED
          Severity: wishlist
          Priority: NOR
         Component: reports
          Assignee: kmymoney-devel at kde.org
          Reporter: zoltan1980 at gmail.com
  Target Milestone: ---

SUMMARY

For tax calculation purposes, it is useful to generate a report about capital
gains realized in the previous year. However, by that time, the affected
accounts could be closed. The capital gains from those closed accounts are
still relevant though and should be included in the report. Currently they are
omitted, even when the "show all accounts" setting is enabled in the view menu.
I would suggest adapting one of the following behaviors:
- Respect the "show all accounts" setting of the view menu. (Personally I don't
like this option too much, because it still makes it easy to accidentally omit
closed accounts, but it at least makes it possible to include them.)
- Have a separate setting in the report configuration that allows including
closed accounts and make it default to yes.
- Include closed accounts in the capital gains report unconditionally. (For
unrealized capital gains there won't be anything to include from closed
accounts and for realized gains it makes sense to include closed accounts.)

STEPS TO REPRODUCE
1. Create a pair of investment transactions that produces capital gain.
2. Close the account.
3. Generate a report of realized capital gains.

OBSERVED RESULT

Capital gains are not shown for the closed account.

EXPECTED RESULT

Capital gains should be shown for the closed account.

ADDITIONAL INFORMATION

Thanks for the great software! :)

-- 
You are receiving this mail because:
You are the assignee for the bug.


More information about the KMyMoney-devel mailing list