working with reports : is there a finer grain possible for accounts selection ?

[Jack]

On 2016.06.12 17:18, hugo borrell wrote:
> Hello,
> 
> I'm getting trouble trying to make convenient reports for taxes
> declarations purposes.
> 
> I'm referring to
> https://docs.kde.org/stable4/en/extragear-office/kmymoney/details.reports.config.html
> 
> 
> It mentions that :
> 
> > The following levels of detail are available:
> >
> >    -
> >
> >    All: Show every category or account.
> >    -
> >
> >    Top-Level: Show only the highest-level categories or accounts,  
> and *roll
> >    up the sums of the subordinates categories or accounts into  
> those values.*
> >    -
> >
> >    Groups: Show only the totals of the income, expenses, assets, or
> >    liabilities.
> >    -
> >
> >    Total: Show only the grand totals line.
> >
> >
> This is pretty good but... I wish I could choose more specificly which
> accounts or categories to show on the report AND roll up the sums of  
> the
> subordinates categories or accounts into those values.
> 
> This is pretty easy to do for an instant view of the accounts from the
> "account list" page
> 
> https://docs.kde.org/stable4/en/extragear-office/kmymoney/details.budgets.create.html#idp59913792
> 
> The list can be expanded or collapsed to show or hide Subcategories  
> within
> > a Category.
> >
> 
> The trouble is that this very usefull feature seems to only be  
> available
> for the present state of the KMM file, not for a previous state (for  
> ex. :
> last year Income and Expenses on the 31th of december).
> 
> Is there a way to make this possible ? Or do I have to consider  
> re-building
> the whole architecture to comply with the report built-in grain (i.e.  
> top
> level / groups) and add manually sub-categories if necessary ?
> 
> Thanks a lot for considering this pretty long question.

You should start by looking through all the options for configuring  
reports.  You can select any set of accounts, any set of categories.   
You can also select any time period.  I don't know if you can show  
account balances as of a given date (probably, I just have not tried)  
but you can certainly show all transactions for a set of accounts for a  
set of categories for last calendar year.  Also, if you ticked the  
"tax" box for an appropriate set of categories, you could start with  
any of the Tax related reports.

Is there really something you want that can't be done?  If so, can you  
give a small, concrete example?

Jack