Bug 495622

Summary:	Include a Balance sheet and Statement of Cashflow report in KMyMoney
Product:	[Applications] kmymoney	Reporter:	jesse <jvapr27>
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:	Linux
Latest Commit:		Version Fixed In:
Sentry Crash Report:

Description jesse 2024-10-31 06:04:31 UTC

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SUMMARY
wish list item: I would like to see a balance sheet report in kMyMoney. I realize that KMyMoney targets personal finance but I like to think of my personal finances as I would a business finances. I like to monitor my cashflow and balance sheets as well as my income and expenses. Current reports do not include a proper balance sheet or statement of cashflows. I can kind of get one by making some config changes to the existing reports but still not 100% what I would like to see. 

This is a wish list item only... nothing wrong with the current product, just pie in the sky wish list item. 

STEPS TO REPRODUCE
1. 
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OBSERVED RESULT


EXPECTED RESULT


SOFTWARE/OS VERSIONS
Windows: 
macOS: 
(available in the Info Center app, or by running `kinfo` in a terminal window)
Linux/KDE Plasma: 
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

Comment 1 Jack 2024-10-31 13:42:51 UTC

It would help if you could provide some mock-ups or a description of what modifications would be necessary to any current reports to meet this purpose.

Comment 2 jesse 2024-11-03 06:24:23 UTC

(In reply to Jack from comment #1)
> It would help if you could provide some mock-ups or a description of what
> modifications would be necessary to any current reports to meet this purpose.

Something like this: 
https://corporatefinanceinstitute.com/resources/accounting/balance-sheet/

More importantly the cashflow statement. 

Today the network reports can be adjusted to show the cashflow. (you disable the liabilities account and only show the assets accounts). 

It would be nicer if the cashflow report shows the money coming into the Assets in one section, and then the money leaving the assets accounts in another section. Today, the cashflow transaction report, shows it by Asset Account. So it is close just needs some UI changes on the report.

Comment 3 jesse 2024-11-03 14:43:50 UTC

I think there is an effort to revamp the reports after the new release. I wouldn't mind being part of that if it would help to have someone help drive the design. I am not an accountant, and I live in the USA so my needs may not be the same as others, but I would still be interested to help. I also would be interested to hear the views of others living in other places. I enjoy learning about the different ways we(humans) track finances. 

I know there are other software that already include some of the reports I am looking for but I really enjoy kMyMoney(although I wish we could drop the 'k'... lol) and would like to contribute to it instead of just using something else. 

I did take two accounting classes in college and now I wish I would have taken more.