problem with tax report
Jack
ostroffjh at users.sourceforge.net
Tue Mar 31 17:19:06 BST 2026
On 2026.03.31 04:28, Thomas Baumgart via KMyMoney-devel wrote:
> On Dienstag, 31. März 2026 01:40:27 CEST Jack via KMyMoney-devel
> wrote:
>
> > I have a report (Tax transactions by Category) which shows one
> > transaction for a specific category, but not a nearly identical
> > transaction.
> >
> > They are both dividend transactions for the same investment,
> brokerage,
> > and security accounts and the same category. The only difference I
> > have so far noted is that the included transaction has the Category
> in
> > split 2 and the security account in split 3, where the "missing"
> > transaction has them reversed. I can think of no reason this should
> > matter at all. Both have the brokerage account in split 1.
> >
> > I'll be glad to post more information, but would love to hear any
> > thoughts on possible causes or troubleshooting steps.
>
> I suspect that to be a problem in the reporting code. As for
> troubleshooting
> steps: can you try to isolate the problem into a small XML test file
> and open
> a bug report?
How? I can try creating a brand new file with similar transactions,
but I doubt that will show the problem. I can slowly try to delete all
irrelevant (other) accounts and categories and hope the problem
remains, but that will be a slow process given the size of my data
file. I suppose I can try editing the xml file, copying into a new
file only the pieces relevant to those transactions. Any other
suggestions for a not too painful way to do this?
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