Bug 308267

Summary: Home view, net total of preferred accounts doesn't include stocks
Product: [Applications] kmymoney Reporter: Toan <nguyenthetoan>
Component: generalAssignee: KMyMoney Devel Mailing List <kmymoney-devel>
Status: REOPENED ---    
Severity: normal CC: ivanperezdominguez, onet.cristian
Priority: NOR Keywords: triaged
Version: git (master)   
Target Milestone: ---   
Platform: Compiled Sources   
OS: Linux   
Latest Commit: Version Fixed In:
Sentry Crash Report:
Attachments: Minimal example to reproduce bug 308267
Screenshot of bug

Description Toan 2012-10-12 01:36:55 UTC
In the home view, in the section "Preferred accounts", the total doesn't include the values of the investments, only the cash amounts. It should include the value of all assets, not just cash.

Reproducible: Always

Steps to Reproduce:
1. Include some investment accounts in the Preferred account
2. Go to the Home view, section Preferred account
3. The "current total" doesn't include the total value of the stocks, only the cash accounts.
Comment 1 Cristian OneČ› 2014-07-29 11:02:51 UTC
The "Preferred accounts" section does not display a total information. It only shows the user limits if the "Show account limit information" is checked. The account limits feature is not available for investment accounts that's why that column is empty for investment accounts.

The "current balance" column is correct for both normal and investment accounts or didn't I understood your report correctly?
Comment 2 Andrew Crouthamel 2018-09-25 03:38:57 UTC
Dear Bug Submitter,

This bug has been in NEEDSINFO status with no change for at least 15 days. Please provide the requested information as soon as possible and set the bug status as REPORTED. Due to regular bug tracker maintenance, if the bug is still in NEEDSINFO status with no change in 30 days, the bug will be closed as RESOLVED > WORKSFORME due to lack of needed information.

For more information about our bug triaging procedures please read the wiki located here: https://community.kde.org/Guidelines_and_HOWTOs/Bug_triaging

If you have already provided the requested information, please set the bug status as REPORTED so that the KDE team knows that the bug is ready to be confirmed.

Thank you for helping us make KDE software even better for everyone!
Comment 3 Andrew Crouthamel 2018-10-27 02:16:02 UTC
Dear Bug Submitter,

This bug has been in NEEDSINFO status with no change for at least 30 days. The bug is now closed as RESOLVED > WORKSFORME due to lack of needed information.

For more information about our bug triaging procedures please read the wiki located here: https://community.kde.org/Guidelines_and_HOWTOs/Bug_triaging

Thank you for helping us make KDE software even better for everyone!
Comment 4 Ivan 2021-02-06 00:57:45 UTC
I can add information to this bug, and I'd like to reopen.

In KMM 5.1.1 AppImage on Linux (Ubuntu 18.04 64 bit), the preferred account section shows three columns:

Account, Current Balance, and To Minimum Balance/Maximum Credit.

The column Current Balance does not take brokerage/stock accounts into account when calculating the total. So, it shows the account balance correctly for each individual account, but then the total is not the sum of that column.

I have tried this with two accounts only, a checking account and an investing account with shares. The sum matches the checking account and the investing account is ignored.
Comment 5 Thomas Baumgart 2021-02-06 06:53:49 UTC
It would be super cool if you can attach a test file here so that we can reproduce the problem. TIA.
Comment 6 Ivan 2021-02-07 23:46:07 UTC
Created attachment 135495 [details]
Minimal example to reproduce bug 308267

Attached a minimal example to reproduce the bug.

I can also provide a screenshot if that helps.
Comment 7 Ivan 2021-02-07 23:47:01 UTC
Created attachment 135496 [details]
Screenshot of bug

Screenshot demonstrating bug
Comment 8 Ivan 2021-02-07 23:48:38 UTC
I am attaching a KMM file with two accounts, which should help reproduce the bug, and a screenshot of what I see (and did not expect to see).
Comment 9 Ivan 2021-02-07 23:49:38 UTC
(Apologies for the multiple messages. I did not realize the bug tracker was sending messages for each attachment individually.)