Bug 430047

Summary:	Feature request: Budgeting based on cash flow
Product:	[Applications] kmymoney	Reporter:	lytemar
Component:	general	Assignee:	KMyMoney Devel Mailing List <kmymoney-devel>
Status:	RESOLVED FIXED
Severity:	wishlist	CC:	chris, cloutier.jo, debrabant.philippe, jvapr27, nicolaslonga++kde
Priority:	NOR
Version:	5.1.0
Target Milestone:	---
Platform:	Other
OS:	Linux
Latest Commit:	https://invent.kde.org/office/kmymoney/-/commit/8cdd4536e30eabf898f8b6aca8d5d9159676bdbb	Version Fixed In:	5.2
Sentry Crash Report:

Description lytemar 2020-12-05 17:09:36 UTC

Typically families need to budget based on cash flow, and the current budgeting functionality does not include liabilities, so when running budget reports and extra step is needed to determine how money was actually spent on a periodic, e.g., monthly, basis.  An example is for home mortgage and car loans: when a family makes their mortgage payment and/or car load payment, cash is transacted to pay down the principal, which doesn't appear on budget reports.  Also, for mortgage escrow accounts, the monthly cash payment to that account is an asset, but it is cash that is transacted.  So, a budget type should be created that allows for keeping track of money based on cash flow.

Comment 1 Thomas Baumgart 2022-09-11 15:15:50 UTC

*** Bug 155311 has been marked as a duplicate of this bug. ***

Comment 2 jesse 2023-04-14 02:03:45 UTC

We need this. :)

Comment 3 Thomas Baumgart 2023-04-17 08:57:16 UTC

*** Bug 466462 has been marked as a duplicate of this bug. ***

Comment 4 Thomas Baumgart 2023-04-17 09:08:46 UTC

Git commit e79a1cabdc7881432faa1f2266ac66a0f7c71667 by Thomas Baumgart.
Committed on 17/04/2023 at 09:00.
Pushed by tbaumgart into branch 'master'.

Initial implementation of budgeting of asset/liability accounts

Budget entry for asset/liability accounts is available. Reporting part
is not yet implemented.

M  +58   -24   kmymoney/dialogs/knewaccountdlg.cpp
M  +49   -16   kmymoney/dialogs/knewaccountdlg.ui
M  +5    -0    kmymoney/models/accountsproxymodel.cpp
M  +8    -1    kmymoney/models/accountsproxymodel.h
M  +24   -17   kmymoney/mymoney/mymoneyaccount.cpp
M  +9    -0    kmymoney/mymoney/mymoneyaccount.h
M  +17   -4    kmymoney/mymoney/mymoneybudget.cpp
M  +5    -1    kmymoney/mymoney/mymoneybudget.h
M  +1    -0    kmymoney/mymoney/mymoneyenums.h
M  +54   -2    kmymoney/mymoney/mymoneykeyvaluecontainer.cpp
M  +41   -7    kmymoney/mymoney/mymoneykeyvaluecontainer.h
M  +17   -0    kmymoney/mymoney/mymoneykeyvaluecontainer_p.h
M  +5    -2    kmymoney/mymoney/storage/accountsmodel.cpp
M  +20   -0    kmymoney/mymoney/tests/mymoneyaccount-test.cpp
M  +1    -0    kmymoney/mymoney/tests/mymoneyaccount-test.h
M  +5    -5    kmymoney/mymoney/tests/mymoneykeyvaluecontainer-test.cpp
M  +5    -0    kmymoney/mymoney/xmlhelper/xmlstoragehelper.cpp
M  +1    -1    kmymoney/mymoney/xmlhelper/xmlstoragehelper.h
M  +8    -8    kmymoney/plugins/ofx/import/dialogs/konlinebankingsetupwizard.cpp
M  +6    -1    kmymoney/plugins/views/budget/budgetview.rc
M  +93   -17   kmymoney/plugins/views/budget/kbudgetview.cpp
M  +13   -2    kmymoney/plugins/views/budget/kbudgetview.h
M  +32   -13   kmymoney/plugins/views/budget/kbudgetview_p.h
M  +216  -143  kmymoney/widgets/budgetviewproxymodel.cpp
M  +1    -0    kmymoney/widgets/budgetviewproxymodel.h

https://invent.kde.org/office/kmymoney/commit/e79a1cabdc7881432faa1f2266ac66a0f7c71667

Comment 5 Thomas Baumgart 2024-05-18 16:40:35 UTC

Git commit 8cdd4536e30eabf898f8b6aca8d5d9159676bdbb by Thomas Baumgart.
Committed on 18/05/2024 at 16:40.
Pushed by tbaumgart into branch 'master'.

Reporting for budgeting of asset/liability accounts

This amends commit e79a1cab and provides the reporting part of the
feature.
FIXED-IN: 5.2

M  +9    -0    kmymoney/mymoney/mymoneyreport.cpp
M  +25   -20   kmymoney/plugins/views/reports/core/pivottable.cpp

https://invent.kde.org/office/kmymoney/-/commit/8cdd4536e30eabf898f8b6aca8d5d9159676bdbb

Comment 6 jesse 2024-05-19 02:33:54 UTC

I can't wait to test this! Thank you so much!