Bug 350905

Summary: Currency of categories cannot be changed
Product: [Applications] kmymoney Reporter: Francois Marier <francois>
Component: generalAssignee: KMyMoney Devel Mailing List <kmymoney-devel>
Status: RESOLVED INTENTIONAL    
Severity: normal    
Priority: NOR    
Version: 4.6.6   
Target Milestone: ---   
Platform: Debian unstable   
OS: Linux   
Latest Commit: Version Fixed In:
Sentry Crash Report:
Attachments: Simple KMyMoney file demonstrating the problem

Description Francois Marier 2015-08-03 05:26:47 UTC 
When a category is created, it gets assigned a currency (by default, the base currency). Changing the base currency doesn't impact old categories, it only impacts new ones. It's also not possible to change the currency of existing categories.

This is a problem for people who initially setup their personal finance while in Europe and then later move to the US. It seems like this is a use case that should be supported and not force someone to start a new .kmy file from scratch.

Reproducible: Always

Steps to Reproduce:
1. Create a new file with EUR as the base currency.
2. Create a new "EUR Account" checking account with EUR as the currency and an initial balance of 10 EUR.
3. Create a new "USD Account" checking account with USD as the currency and an initial balance of 10 USD (exchange rate of 2 USD to 1 EUR).
4. Add a transaction in that account for 10 USD on 2015-08-02 with "Meal" as the category.
5. Change the base currency to USD.
6. Add a transaction in the "USD Account" for 5 USD with "Meal" as the category.
7. Notice that you are ask to confirm the exchange rate even though the base category is now USD.
8. Add a transaction in that account for 5 USD on 2015-08-02 with "Drink" as the category.
9. You are not asked for the exchange rate because that new category has been created with a currency of USD.
Comment 1 Francois Marier 2015-08-03 05:27:39 UTC 
Created attachment 93857 [details]
Simple KMyMoney file demonstrating the problem

The attached file is the result of going through the above steps.
Comment 2 Justin Zobel 2021-03-10 00:16:17 UTC 
Thank you for the bug report.

As this report hasn't seen any changes in 5 years or more, we ask if you can please confirm that the issue still persists.

If this bug is no longer persisting or relevant please change the status to resolved.
Comment 3 Francois Marier 2021-03-21 04:08:50 UTC 
Still reproducible in 5.1.1 following the steps in https://bugs.kde.org/show_bug.cgi?id=350905#c0.
Comment 4 Thomas Baumgart 2021-03-21 08:26:23 UTC 
> It's also not possible to change the currency of existing categories.

This is by design and will not be changed as it would screw up your accounting figures since a change of the currency will affect all prior transactions.

Creating a second set of categories in the new currency (not a whole new file) is the only way to go.