Bug 293728 - Support for Accounts in Budgeting
Summary: Support for Accounts in Budgeting
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: general (show other bugs)
Version: 4.5.3
Platform: Ubuntu Linux
: NOR wishlist
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2012-02-09 16:30 UTC by schlatter@phys.ethz.ch
Modified: 2012-02-18 18:05 UTC (History)
1 user (show)

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Description schlatter@phys.ethz.ch 2012-02-09 16:30:49 UTC
Version:           4.5.3 (using KDE 4.7.4) 
OS:                Linux

I would like to see support for accounts in Budgets (in addition to income and expenses). This would enable forecasting category *and* account balances based on budget. Additionally, account budgeting is interesting for several reasons:

- Accounts can differ strongly in liquidity: The account "Pension fund", e.g., can be pretty similar to an expense category from a budgeting point of view.
- Accounts differ in interest rates: One may want to budget transactions for optimum interest
- Tax reasons: Transfers to some accounts may be tax deductible in some countries (e.g., "Pension Fund")
- ...

This feature could - for example - be implemented as follows:
In addition to the already present "Income" and "Expense" categories, there would be also a list of all accounts. Similar to income and expense, the user would set the total change (positive or negative) for each account.
Of course, this adds a constraint: The sum over all posts in the budget needs to be zero (sum(income) - sum(expense) - sum(accounts) = 0). This could be handled, e.g., by automatically assigning the imbalance (if any) to a special category (such as "imbalance" or "uncategorized").

Reproducible: Always



Expected Results:  
See details.
Comment 1 Jekyll Wu 2012-02-18 00:36:13 UTC
*** Bug 294327 has been marked as a duplicate of this bug. ***
Comment 2 schlatter@phys.ethz.ch 2012-02-18 16:53:33 UTC
Bug 294327 is certainly *not* a duplicate of this bug. Bug 294327 is a crash report of something called "Muon Software Center" and not related to KMyMoney budgeting.
Comment 3 Jack 2012-02-18 18:05:19 UTC
It was just a typo.  That bug is a duplicate of one that is one digit off from this one.  I posted there, and it's been fixed.  Unfortunately, when a duplicate is undone, the bug it is no longer a duplicate of appears not to be notified.