Tags in reports

[Louis-Philippe Allard]

  Quoting Jack via KMyMoney <kmymoney at kde.org>:

> On 11/17/22 20:56, Louis-Philippe Allard via KMyMoney wrote:
>
>>  

  Quoting Jack via KMyMoney <kmymoney at kde.org>:

> On 2022.11.17 16:48, Louis-Philippe Allard via KMyMoney wrote:
>
>> Hello Thomas,
>>
>> I am pretty sure I already asked in the past but I cannot find traces
>> if I did or not.  I am doing some projects on my home and I am
>> entering a lot of transactions in KMM under many different categories.
>>
>> For my reporting and government subsidies, I have created tags to
>> assign to transactions and be able to use them for reporting.
>>
>> It seems that if I assign a tag to a standalone transaction, it shows
>> up in the reports and in the tags section of the program, but any
>> split transactions will not show up anywhere....
>>
>> Other than creating multiple transactions out of a split
>> ttransaction, is there a workaround for this to work?  IMO tags are
>> really useful for grouping transactions together, ex. projects or
>> anything like that...
>
> Have you tried applying tags directly to each split?


Yes I did!  I actually started with applying tags on each individual  
splits, and seeing they didnt show up anywhere I tried applying a  
random tag to the entire transaction which worked, showed up in  
reports and in tags section of the program (although the amount  
reported is the sum of all splits)...

If I apply multiple tags in the entire transaction the transaction  
shows up multiple times under each of the assigned tags with the sum  
of all splits....

Is this clear or should I provide a case scenario for better clarity?

In a nut shell, tags applied to splits do not work.
I'll see if I can replicate the issue, but if you can create a small  
.kmy file that shows it, it would be very helpful.  I can imagine that  
reports look for tags in transactions but not in splits, but I don't  
know the code, so a small example would be great.

>  

Hello Jack,

See attached.  I created a new kmy file, and simulated a transaction  
with 4 splits, each with different tags.  I also created a report  
called "TRANSACTIONS BY TAG FOR TEST".  You will see the program  
returns [No Tag] instead of the actual tags, and although the report  
is configured to group by tags, it does not.

Thanks!
  Louis-Philippe Allard
lp.allard.1 at gmail.com
Sent using Horde Groupware on GNU/Linux
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