[Kmymoney] Wanted: report transactions of transfers from "Account A" to "Account C"

Jack ostroffjh at sbcglobal.net
Thu Jun 19 00:21:14 UTC 2014


On 2014.06.18 18:13, Tony Marshall wrote:
> I have an account in KMyMoney (call it "Account A") that receives  
> transfers from another KMyMoney account (call it "Account B") and  
> that also transfers TO a KMyMoney account ("Account C"). In both  
> case, the "Pay From" and "Pay To" field is the same person.
> 
> I want to create a report that shows the transfers FROM "Account A"  
> to "Account C". I don't want it to show the transfers from "Account  
> B" to "Account A".
> 
> But I cannot see how to do this. The Transactions Report allows me to  
> filter on the range of the amount; however, it cannot distinguish  
> between transfers IN and transfers OUT (i.e. the sign of the amount).  
> The same report also allows me to filter on Payments, Deposits, and  
> Transfers, but it cannot filter on transfers OUT of the account, or  
> transfers involving a specific account.
> 
> Does anyone know of a way to create such a report?
Tony,

While waiting for a better answer, have you thought about using a  
different payee for the different transfers you do, or maybe just for  
the ones you want to report on?  Then you can filter the report by  
payee.  Note that in a transfer, the "transfer to" and "transfer from"  
are accounts, not payees, so they are not really the same - it's just  
that the same person owns both accounts.  In transfers, I generally  
leave the payee blank, but creating one or more payees for this purpose  
would at least let you get the report you want.  (The payee would go in  
the To or From field, not the Transfer to or Transfer from.)

Jack


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