Bug 375563

Summary: Forecast with set budget values
Product: [Applications] kmymoney Reporter: Pedro Alexandre Lopes <pedro.lopes.cps>
Component: generalAssignee: KMyMoney Devel Mailing List <kmymoney-devel>
Status: REPORTED ---    
Severity: wishlist    
Priority: NOR    
Version: 4.8.0   
Target Milestone: ---   
Platform: Compiled Sources   
OS: Microsoft Windows   
Latest Commit: Version Fixed In:
Attachments: Cash Flow Forecast with Budget Items on MS Money
"Cash Flow Forecast" obtained on KMM
Cash Flow Forecast with past trends and scheduled transaction on MS Money
Report configuration screen

Description Pedro Alexandre Lopes 2017-01-25 20:01:25 UTC
Created attachment 103642 [details]
Cash Flow Forecast with Budget Items on MS Money

Thanks so much for your attention.

MS Money has an option to use amounts from the current budget (difference for the current month and the full budget for the next months) to forecast the cash flow. It will forecast cash flow for the selected accounts based on the active budget. In the category setting, it's possible to select an account so the forecast budget values might be considered.

I couldn't do that with KMM, not even with reports.

So, the feature i'm proposing is, alike the forecastiong with scheduled transactions or based on past trends, we have another setting that forecasts with the values set on the budget, or somehow include that feature on the reports.

I'm also attaching four images that somewhat shows what i'm talking about.

In one, it's possible to se the budget items in the cashflow forecast with MS Money, in the other, you can see what i could obtain with KMM, the other one shows how the "past trends" works on MS Money (can be compared with the KMM version, it's almost equal), and the last one shows the report configuration screen where (like the scheduled transactions) the feature could be implemented.
Comment 1 Pedro Alexandre Lopes 2017-01-25 20:02:41 UTC
Created attachment 103643 [details]
"Cash Flow Forecast" obtained on KMM
Comment 2 Pedro Alexandre Lopes 2017-01-25 20:03:20 UTC
Created attachment 103644 [details]
Cash Flow Forecast with past trends and scheduled transaction on MS Money
Comment 3 Pedro Alexandre Lopes 2017-01-25 20:03:53 UTC
Created attachment 103645 [details]
Report configuration screen