Bug 475675

Summary:	Budgeting Reports Need current month and year-to-date option.
Product:	[Applications] kmymoney	Reporter:	Manfred <sbrogden>
Component:	reports	Assignee:	KMyMoney Devel Mailing List <kmymoney-devel>
Status:	REPORTED ---
Severity:	wishlist
Priority:	NOR
Version First Reported In:	5.1.3
Target Milestone:	---
Platform:	Other
OS:	Microsoft Windows
Latest Commit:		Version Fixed/Implemented In:
Sentry Crash Report:

Description Manfred 2023-10-16 00:40:12 UTC

SUMMARY

The Budget report section has Budgeted vs Actual This Year.  Users would be greatly served by having this data for Current month and Year-to-date.  If the range is changed to current month, the "Actual This Year" is also restricted to current month. Should be actual year-to-date.

SOFTWARE/OS VERSIONS
Windows: 11
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

Comment 1 Jack 2023-10-16 22:44:03 UTC

How would "year to date" differ from "this year"?
A range of year to date" means from 1 Jan to current date.  Changing the range to anything else, such as current month, means it can't still be year-to-date.
(I don't use budgets, so I'll have to set up a sample file to see what actually happens.  It might be helpful (both for this bug, and for improving the documentation) if you could come up with a sample file with data for one whole year and about half of the next.

Comment 2 Manfred 2023-10-16 23:31:21 UTC

The report I would to see - my old DOS MoneyCounts had it - would be budget vs actual for the current month and the cumulative year-to-date (end of current month). The Range on the report should only affect the month shown, not the cumulative amounts.

Comment 3 Thomas Baumgart 2025-05-03 12:31:23 UTC

*** Bug 343915 has been marked as a duplicate of this bug. ***