Workaround with tags

[Jack]

On 2025.02.26 16:09, Louis-Philippe Allard via KMyMoney wrote:
> Hello maillist,
> 
> While the devs are working on the next updates of KMM, and hopefully  
> make the tags working, are anyone aware of a decent workaround to use  
> tags in reports?
> 
> I am extensively using tags to "bundle" transactions across multiple  
> categories to track project costs...
> 
> I have not found a way to have all transactions of a specific tag  
> listd in a single location.  The tags page doesnt list the  
> transactions if they are splits, the reports are not working well at  
> all with tags and the only somehow relatively "OK" way I found is to  
> do a system-wide search (Find transaction) using the tag in the Text  
> search field.....  Even that does not let me export nor copy paste  
> the results so its pretty much pointless...
> 
> Exporting my KMY file in another format?  Database ?  Excel?....
> 
> Hopefully someone has a recommendation for those like me using tags...
Hello Louis-Philippe,

Exporting to a database would allow full searching, but only if you are  
comfortable using SQL.  While the core of the data store in the .kmy  
file is XML, that does translate well to a relational database model.   
However, with the right tools, you can also query more directly the  
XML.  I have used Perl, and the XML::LibXML module to write a script to  
query the data for all securities containing (regular expression  
search) a given sub-string, and then list all the stock accounts for  
those securities, and finally all the Investment Accounts containing  
those stock accounts.  However, I am personally more comfortable using  
SQL, but I used the XML approach because it allows me to use my current  
data file, instead of having to save as SQL every time I want to use  
that script.  I was already very comfortable using Perl, but it did  
take me a while to figure out the proper syntax for doing the XML  
related searches.  If you are not comfortable with Perl, I suspect that  
Python, Ruby, and other scripting languages also have appropriate XML  
parsing modules.

I would not suggest trying to use Excel, as there is no direct export,  
and no easy way I know of to get a spreadsheet with things lined up in  
an easy to search and manipulate format.  However you approach this, it  
is probably pretty important to understand how the various entities  
relate to each other, so you can properly assemble the pieces.  The  
TAGS entity links the tag id to the tag name, the SPLITS entity links  
the TRANSACTIONS to the ACCOUNTS, and so forth.  This is not really  
difficult to follow, but it is often confusing until you become more  
familiar with it.

Jack