[Kmymoney] native currencies are not converted to base currency int he Budgeting vs. Actual Report
Michael Berger
idest at online.de
Wed Nov 6 09:23:15 UTC 2013
Hi Alvaro,
I understand. It was only yesterday when pointing at "Skip value if
price is zero" that I saw the note explaining that this option was for
investment reports ..... instead of balances as all other reports do.
I'd never seen that note before.
I nice option for investment reports but a bit misleading for silly guys
like me when offered for configuring Budgeted vs. Actual reports.
Again, I very much appreciate your prompt help - great!
Cheers
Michael Berger
On 11/05/2013 01:29 PM, Alvaro Soliverez wrote:
> 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
> <mailto: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
>> <mailto: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 <mailto:idest at online.de>
>> Fon: 0049 6442 706509, -10
>> Fax: 0049 32121247536
>>
>>
>>
>>
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