[Kmymoney] native currencies are not converted to base currency int he Budgeting vs. Actual Report

Tue Nov 5 12:29:08 UTC 2013

Hello Michael,
First of all, thanks for the detailed explanation.

There should be no interaction between that option and budget reports. As
you guessed correctly, it has to do with prices of currencies and
investments, and it's intended for use only with invesment price reports.
There's no similar option for budgets, at least that I can remember.

I'll go into the code and fix, since I added the option.

Thanks for your help.

Regards,
Alvaro

On Tue, Nov 5, 2013 at 8:32 AM, Michael Berger <idest at online.de> wrote:

>  Hello Alvaro,
> thanks for your response.
>
> I am owing and as well managing assets and accounts of various types  in
> the currencies EURO (base), SFR, USD, IDR, all in the same KMM-files.
>
> Owners of these different accounts (residing in Europe) would like to see,
> inter alia, the following reports and summaries:
> Income and Expenses, Cash-flow, Budgeting (budgeted vs. actual yearly).
> In order to access ones property and do some planning, an easy to grasp
> summary is desirable and furthermore to have it presented in the owner's
> respective base currency, say in EURO.
>
> Now, all this works fine as long as you would not use the option "Skip
> value if price is zero". But if you do the resulting figures go beyond
> every imagination.
> Im not quite satisfied when proposing not to use this option because:
> Firstly, it simply is offered there and thus inviting you to use it -
> whoever put it there must have had something in mind. Secondly, yearly
> reports "Budgeted vs. Actual" can become very, very large and may contain a
> number of categories/accounts with values (prices?) varying over time
> between zero and any higher value. Navigating through the report becomes
> hard and each position of temporary irrelevance (because it happens to be
> just empty at that time) would make the spread sheet more lucid.
>
> As I said, this is nothing of any significant importance and I am not a
> bit encouraging or asking to put any effort into this. But then, this is
> not correct in my opinion. Perhaps simply remove the option "Skip value if
> price is zero" and that's it?
> It also strikes me what is really meant here by the term "price". Does
> this refer to the prices of currencies as shown in KMM's Price Editor (I
> would anticipate it should). It goes without saying that in my reports the
> "prices" are not empty but left untouched all the time whereas other
> accounts/categories etc. may show a zero value in one month and not in the
> next month.
>
> Looking at the exchange rate between EURO and IDR it is something like 1 :
> 0,00006512. My precision is set to eight digits.
>
> Thanks to you and all those involved in creating and developing this very
> fine program!
>
> Cheer!
> Michael
>
>
>
>
>
> On 11/04/2013 10:56 PM, Alvaro Soliverez wrote:
>
>   Hello,
>  I haven't really tested, but I'm wondering what you expect to get from
> the "skip value if price is zero" option. It's originally meant for
> investment price options, and I can't think of valid cases for using it in
> budget reports.
>
>  What do you think this option should do?
>
>  Regards,
> Alvaro
>
>
>
>
>
> On Mon, Nov 4, 2013 at 3:42 PM, Michael Berger <idest at online.de> wrote:
>
>>  Hi all!
>> in May this year  I reported the following to the list but got no
>> response. Here it is again:
>>
>> *I am using various currencies next to my base currency which is the
>> EURO.*
>> * When setting up a budget all native currencies are nicely converted to
>> the base currency and shown as such.*
>> * In Report Configuration the option "Convert values to base currency" is
>> activated in the tab "Report".*
>> * The other two options are left not ticked.*
>> * The Budget Report looks as it should, i. e. all currencies are
>> correctly converted and shown.*
>>
>> * However, if "Skip value if price is zero" is also activated, native
>> currencies are NOT converted and I turn from pensioner to billionaire the
>> very moment I hit ENTER (1 IDR becomes 1 EURO whereas it should be only
>> something near to 0,00007... Euro)*
>>
>> * This is not what I expected to see unless I completely misinterpret the
>> meaning of "Skip value if price is zero".*
>> * Then, what the heck is meant by "price"?*
>> * Do we perhaps have a bug here?*
>>
>> * Cheers everybody!*
>>
>> * Oh, I am using KMM 4.6.3 under KDE 4.10.2*
>>
>> Nothing really serious but somehow irritating. Am I the only one to have
>> noticed this behavior?
>>
>> Cheers!
>> Michael
>>
>>
>>
>>
>>  ------------------------------
>> Michael Berger, Dipl. Ing.
>> Im Borngrund 7a
>> D-35606 Solms
>> idest at online.de
>> Fon: 0049 6442 706509, -10
>> Fax:  0049 32121247536
>>
>>
>>
>>
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>> KMyMoney at kde.org
>> https://mail.kde.org/mailman/listinfo/kmymoney
>>
>>
>
>
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