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

[hugo borrell]

2016-06-14 22:20 GMT+02:00 hugo borrell <hugoborrell at gmail.com>:

>
> 2016-06-14 6:39 GMT+02:00 hugo borrell <hugoborrell at gmail.com>:
>
>>
>>
>> 2016-06-13 16:09 GMT+02:00 hugo borrell <hugoborrell at gmail.com>:
>>
>>>
>>>
>>> 2016-06-12 23:48 GMT+02:00 Jack <ostroffjh at users.sourceforge.net>:
>>>
>>>> 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
>>>
>>>
>>> Thanks Jack.
>>>
>>> "you can select any set of accounts, any set of categories." : yes I
>>> can, but I don't find any possilibility of un-selecting them while keeping
>>> their amount in there main category.
>>>
>>> Please have a look to the a rough example attached : I have made a
>>> report with the amounts for "checking account", "pety cash" and "savings
>>> accounts". The trouble is that if I choose NOT to show them in my report,
>>> the main account "assets" is set to... 0 instead of the sum of the 3 hidden
>>> accounts that are sub accounts of "assets". All I can do is take my pocket
>>> calculator to make the sum... Unless I missed something !
>>>
>>> Hugo
>>>
>>
>>
>> This is roughly what I wish I could get in my reports, here obtained from
>> the "account" section (see screenshots). Any possibility to make such
>> reports ?
>>
>> Hugo
>>
>
> Oups, sorry, these were not the correct screenshots :
>
>
Hello,

Is there, by any chance, any improvement to expect concerning reports in
KMM 4.8 ? (not tested yet since working on windows).

Regards,

Hugo
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