[kmymoney] [Bug 463972] New: Default Reports Show Zero Budget For Months Before Fiscal Year Start

bugzilla_noreply at kde.org bugzilla_noreply at kde.org
Sat Jan 7 15:03:45 GMT 2023


https://bugs.kde.org/show_bug.cgi?id=463972

            Bug ID: 463972
           Summary: Default Reports Show Zero Budget For Months Before
                    Fiscal Year Start
    Classification: Applications
           Product: kmymoney
           Version: 5.1.3
          Platform: unspecified
                OS: Microsoft Windows
            Status: REPORTED
          Severity: minor
          Priority: NOR
         Component: reports
          Assignee: kmymoney-devel at kde.org
          Reporter: stormwallz-kde at yahoo.com
  Target Milestone: ---

SUMMARY
Despite having budgets for the current and next fiscal period the default
reports will show zero budget for the the time period before the start of the
current fiscal period.


STEPS TO REPRODUCE
1. Create a new file.
2. Change the fiscal year start to the start of a month other than January
3. Configure Home view to show Budget
4. Create a budget (will be assigned to the current calendar year)
5. Create a monthly budget item (e.g. Water 20/month)
6. Duplicate the budget and assign to the previous calendar year

OBSERVED RESULT
When the current date is prior to the start of the fiscal year:
- Budget section of home screen will show zero budget available
- Default Monthly Budget reports will show zero budget available. (Report is
using budget for current calendar year not current fiscal year.)

Yearly reports show zero for months prior to start of fiscal year.

EXPECTED RESULT
Monthly Budget should be shown from the current fiscal year budget.
- For Monthly reports the default budget should cover the month being reported.

Yearly reports should align with fiscal year (at least with toggle option).


SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

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