[kmymoney] [Bug 415514] Feature Request: Include Balance Transfers in Budget

[bugzilla_noreply at kde.org]

https://bugs.kde.org/show_bug.cgi?id=415514

computing.reformist155 at passmail.net changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
                 CC|                            |computing.reformist155 at pass
                   |                            |mail.net

--- Comment #1 from computing.reformist155 at passmail.net ---
I had a similar need to include Mortgage principal payments in my budget. Since
I used the Loan account type for my monthly payments, the principal is a
transfer from the source account to the Loan account. Because Loan accounts
have a custom "Edit Account" dialog, you are unable to set the "Budget options"
to "Include in budgets as [expense/income]" as you can with other accounts to
track transfers.

I was able to set this flag manually by editing the XML to include this key
pair in the loan account:
    <PAIR key="budgetAccountType" value="13"/>

which adds it as an expense in the Budget view. This manual edit has survived:
    - Saving back to encrypted SQLLite
    - Adding and deleting transactions to the loan
    - Editing the budget
    - Reporting on the budget

Seems like a simple solution would be to expose the normal "Budget options" in
the Loan account options.

This solution is documented on KDE Discuss here:
https://discuss.kde.org/t/how-to-add-loan-account-to-budget-view/44094

SOFTWARE/OS VERSIONS
Linux/Arch Linux: 6.18.7-arch1-1 (64-bit)
KDE Plasma Version: 6.5.5
KDE Frameworks Version: 6.22.0
Qt Version: 6.10.2

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