Bug 441690

Summary:	Totals for accounts, categories and subcategories
Product:	[Applications] kmymoney	Reporter:	Hamdsa <hamdsa>
Component:	general	Assignee:	KMyMoney Devel Mailing List <kmymoney-devel>
Status:	RESOLVED WORKSFORME
Severity:	normal	CC:	jvapr27
Priority:	NOR
Version:	unspecified
Target Milestone:	---
Platform:	Microsoft Windows
OS:	Microsoft Windows
Latest Commit:		Version Fixed In:
Sentry Crash Report:

Description Hamdsa 2021-08-29 10:32:34 UTC

SUMMARY
I was going to request this as a feature request thinking it was the normal behavior in KMyMoney to not display the totals for the categories and subcategories, but Bug ID 438750 implies, it's possible to display such totals in the the account view.
I have imported all the data using QIF files, while I have some problems with modifying some accounts, none of the accounts/categories show their respective totals when I put them as sub-accounts/categories under a single parent hierarchy. The sub-accounts are displaying the balances, but the parent account is always showing 'zero' balance. 

STEPS TO REPRODUCE
1. 
2. 
3. 

OBSERVED RESULT
The parent account/category is showing zero balance

EXPECTED RESULT
The parent account/category to display the total of its sub-accounts/categories. 
Using Version 5.1.80-b29cd34c4 on a Windows platform
All fields are marked to display (checked) in the accounts window, including Balance and Total Value.

SOFTWARE/OS VERSIONS
Windows: Windows 10 Pro
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

Comment 1 Thomas Baumgart 2021-08-29 13:51:32 UTC

The total including the sub-accounts will be shown when the parent account is shown collapsed (all sub-accounts are hidden). If the parent account is expanded, the totals are not included.

Comment 2 jesse 2021-08-29 15:47:48 UTC

That is weird. 


I am using app image: KMyMoney-5.1.2-1db6ddd-x86_64
OS: Linux Fedora with Gnome 
KDE Frameworks 5.51.0
Qt 5.11.3 (built against 5.11.3)
The xcb windowing system


When I go to the Accounts View, I have show total balance and total value, enabled but they do not show. I had to unselect them and reselect them. Another issue for later. 

However, when they do show, it does work as the OP suggested. In the Accounts view, I can see the total sum and, if I expand it, the total sum stays for parent. While expanded I can see the Total Value for the subcategories/account and parent. 

I know in the reports it does not work this way but if I understand correctly the OP is in the Accounts View, not in the reports.

Comment 3 jesse 2021-08-29 15:53:23 UTC

Adding to my previous post: 

I can see the 'Total Value' not the 'Total Balance'. 

As far as 'Total Balance', I cannot see that for neither the Parent or sub-category/account. 

In case that helps.

Comment 4 Hamdsa 2021-08-29 16:13:10 UTC

(In reply to jesse from comment #3)
> Adding to my previous post: 
> 
> I can see the 'Total Value' not the 'Total Balance'. 
> 
> As far as 'Total Balance', I cannot see that for neither the Parent or
> sub-category/account. 
> 
> In case that helps.

Thank you for your help. I am indeed using the Accounts view. 
Yes, collapsing the sub-categories helps and I can see the Total Value on the Parent account/category once collapsed. However, Total Balance is not available even in the collapsed state. 
Both 'Balance' and 'Total Value' are available for individual sub-categories/accounts for me when it's expanded (and the total value on the parent changes to zero as soon as the tree is expanded).

Comment 5 Hamdsa 2021-09-01 12:03:54 UTC

(In reply to Hamdsa from comment #4)
> (In reply to jesse from comment #3)
> > Adding to my previous post: 
> > 
> > I can see the 'Total Value' not the 'Total Balance'. 
> > 
> > As far as 'Total Balance', I cannot see that for neither the Parent or
> > sub-category/account. 
> > 
> > In case that helps.
> 
> Thank you for your help. I am indeed using the Accounts view. 
> Yes, collapsing the sub-categories helps and I can see the Total Value on
> the Parent account/category once collapsed. However, Total Balance is not
> available even in the collapsed state. 
> Both 'Balance' and 'Total Value' are available for individual
> sub-categories/accounts for me when it's expanded (and the total value on
> the parent changes to zero as soon as the tree is expanded).

Some additional information. The previous functionality worked in the current master build I was using but that had number of other issues with migration so I reverted back to Version 5.1.2-499b3cfc7 on Windows platform. The total functionality does not work in either collapsed or expanded state in that stable 5.1.2 release.