[Kmymoney] native currencies are not converted to base currency int he Budgeting vs. Actual Report
Michael Berger
idest at online.de
Wed Nov 6 15:38:56 UTC 2013
/Hi Alvaro/
On 11/06/2013 12:20 PM, Alvaro Soliverez wrote:
> Hello Michael,
> That option is used for price of investments, so we only display a
> price if there is an actual price for that day.
> For normal conversion of currencies, if it doesn't find a price for
> that day, it will look for a previous price and use that one. That
> option will just set the price to 0, and any 0 value in the chart will
> not be painted.
>
> If you think about it, it makes sense that budget reports with that
> option turned on were completely messed up
/Of course, it does not make sense for budget reports./
> Now, to fix it, I'd say we should disable the option for any report
> that's not an investment report.
/I could not agree more. After all, when reporting my observations my
point was definitely NOT to ask for an option to suppress fields with
zero values. I brought this up because I was presented crazy figures and
started wondering about the definition of "price" and what I might have
misunderstood./
>
> Regards,
> Alvaro
/Thanks and regards,//
//Michael/
>
>
> On Wed, Nov 6, 2013 at 6:23 AM, Michael Berger <idest at online.de
> <mailto:idest at online.de>> wrote:
>
> 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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