[Kmymoney] Howto exclude Investments in Reports

[Alvaro Soliverez]

For reports that show the total of accounts, it is kind of a feature
to show them even if the total is zero. If you don't want it around,
it's best to close them. Otherwise you can filter by account.

For price reports, there's a setting to exclude investments if price
is zero, but it doesn't apply for this case.


On Mon, Sep 29, 2014 at 2:20 PM, Cristian Oneț <onet.cristian at gmail.com> wrote:
> 2014-09-29 20:07 GMT+03:00 Stefan Seide <bugs-debian at seide.st>:
>> Am Montag, 29. September 2014, 20:02:36 schrieb Cristian Oneț:
>>> Can't the investment be filtered out using the account filter?
>>
>> Within the reports settings -> "Konto" (i believe this is the account filter
>> you refer to) i can only filter for bank accounts but not for investments
>> within a bank account.
>
> Try it after checking 'Show equity accounts' option [1] in the settings.
>
> Regards,
> Cristian
>
> [1] https://docs.kde.org/stable/en/extragear-office/kmymoney/details.settings.html#details.settings.general.filter
>
>>
>> Regards,
>> Stefan
>>
>>> Regards,
>>> Cristian
>>>
>>> 2014-09-29 19:50 GMT+03:00 Stefan Seide <bugs-debian at seide.st>:
>>> > Hi,
>>> >
>>> > there is another problem i did not found an solution so far...
>>> >
>>> > The question is about investment performance reports:
>>> >
>>> > lets say i have 2 investments A and B:
>>> >
>>> > * A - bought 2013, nothing sold so far
>>> > * B - bought 2013, everything sold in 2013
>>> >
>>> > Now i generate two investment performance reports:
>>> >
>>> > * report 1: overall performance since opening
>>> > * report 2: performance of the current year
>>> >
>>> > Report 1 works as expected.
>>> > Report 2 shows both investments, while investment B has 0 at every value
>>> > (correct)
>>> >
>>> > Now my queston is: How can i exclude all investments from reports where i
>>> > did not owned/bought/sold an investment within the reporting period? Over
>>> > the years there are to much investments i do not have anymore cluttering
>>> > the report with "0".
>>> >
>>> > Closing the investment B removes them from report 2 (ok) - but it is
>>> > removed from report 1 as well (not ok). During the period of report 1 I
>>> > bought and sold and got a dividend (maybe) from it, therfore it must be
>>> > included in report 1. Closing the investment seems to be no option here.
>>> >
>>> > Question - shouldnt reports ignore the 'closed' state of an investment and
>>> > just look at the transaction dates?
>>> >
>>> > (KMyMoney 4.6.6 from Debian Testing)
>>> >
>>> > Thanks,
>>> > Stefan
>>> >
>>> >
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>>>
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