[Kmymoney] Fwd: Re: Forecasts in KMyMoney For Alvaro Soliverez Reply to Alvaro Soliverez

[Richard Boettger]

-------- Original Message --------
Subject: 	Re: Forecasts in KMyMoney For Alvaro Soliverez
Date: 	Mon, 14 Jul 2014 21:12:18 -0300
From: 	Alvaro Soliverez <asoliverez at kde.org>
To: 	Richard Boettger <crboettger at vif.com>



Hello Richard,
For future reference, please write to kmymoney at kde.org, since you'll
get better input, and any answers are there for others to read and
learn from.

You can't do it with the forecast feature. Even if it uses history to
calculate it, it's not as linear as you need in this case.
Schedules is your best bet here. You should be able to make the
imported transaction match the local transaction entered with the
scheduled. However, I don't use the online account feature so someone
else can guide you better in this regard.

Regards,
Alvaro







On Mon, Jul 14, 2014 at 5:29 PM, Richard Boettger <crboettger at vif.com> wrote:
> Hi, Alvaro,
>
> I want to do a forecast for the payment of a credit debt.
>
> The full amount owed is now $1,276.  I am making $180 payments monthly.
>
> I could use a calculator to find out how many payments there will be, and,
> therefore, when I will have everything paid off.  But I want to see how much
> is left to pay at the end of each month.  And I want it to show up in the
> Home Forecast feature of KMyMoney.
>
> I have 3 on-line bank accounts, 2 chequing and 1 credit.  I am making the
> monthly payments of $180 to the credit account from the one chequing
> account.
>
> I am, however, downloading the transactions from all three bank accounts
> manually every month.
>
> So, if I just did a scheduled transaction, there would be a duplication of
> the payments.
>
> What I did as a temporary measure was make a copy of the entire KMyMoney
> file and then actually just do a scheduled transaction starting at June 2014
> (the month with the $1,276 balance).  Then of course I mustn't download any
> more transactions manually in this second KMyMoney file.
>
> But this means I've got 2 different KMyMoney files to look at.  I'd much
> rather have everything simplified and centralized in one KMyMoney file.
>
> I tried to make sense of the "History" forecast.  I noticed it did seem to
> make some calculations from the June credit account. However, I have had
> some complications in my banking the last two months.  One of these was that
> I consolidated two other credit debts into my bank's credit account.  So
> there is the sum of these two large amounts now showing up in my June credit
> account.  In short, the History method of forecasting did not work with any
> of the settings I tried.
>
> Is there a simple way to do this?  Some sort of symbolic way of making the
> forecast without affecting all my other figures, and then have the results
> show up in the Home, Forecast feature?
>
> Thanks for whatever help you can give me.
>
> Richard
>
>

THANKS, ALVARO, but I couldn't get this to work.  I couldn't seem to have my VISA payment both as a scheduled transaction
and from a manual download from my online bank accounts.  I think I'll have to give up on it.  But if anyone else at
KMyMoney knows the answer, I will be glad to hear from him.

Richard


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