Bug 503203

Summary: Add an option to display the Schedules in (next due) date order
Product: [Applications] kmymoney Reporter: Peter Richards <kde.org>
Component: generalAssignee: KMyMoney Devel Mailing List <kmymoney-devel>
Status: REPORTED ---    
Severity: wishlist    
Priority: NOR    
Version First Reported In: 5.1.3   
Target Milestone: ---   
Platform: Ubuntu   
OS: Linux   
Latest Commit: Version Fixed/Implemented In:
Sentry Crash Report:

Description Peter Richards 2025-04-23 01:42:15 UTC 
SUMMARY
Display the Schedules in date order

STEPS TO REPRODUCE
Not required as this is a wishlist, not a bug
1. 
2. 
3. 

OBSERVED RESULT
Not a bug

EXPECTED RESULT
An option added to allow the user to view the schedules in date order.

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
(available in the Info Center app, or by running `kinfo` in a terminal window)
Linux/KDE Plasma: Operating System: Kubuntu 24.04
KDE Plasma Version: 5.27.12
KDE Frameworks Version: 5.115.0
Qt Version: 5.15.13

ADDITIONAL INFORMATION

If I click the column “Next Due Date” it does sort the Bills to date order. However, there is no method to sort “Deposits / Due date order” then “Bills / Due date order” though.
Once there are a number of schedules, one can loose sight of bills, deposits, loans that are due for processing soon.
For bills/payments that are a year, or months away from the present, there is no need to view.

In summary, this new option to give a user complete control over the order of schedules being viewed.

(I notice a possible duplicate at https://bugs.kde.org/show_bug.cgi?id=479376 , however there is no description  ?? )
Comment 1 Thomas Baumgart 2025-04-23 05:38:49 UTC 
This seems to be exactly what the "Scheduled payments" section in the home view provides, doesn't it? From the manual:

This will display upcoming occurrences of Scheduled transactions, distinguishing Overdue payments from Future payments. It shows the date, schedule name, account and amount of the payment, and the account balance after the payment. By default it will show up to six transaction. If six are displayed, there is a link you can select to show more, up to 30 days in advance.

The documentation does not mention that all transactions are sorted by date and not grouped by bills/deposits/transfers as in the schedule view.

BTW: bug #479376 talks about the option to make those those 30 days adjustable by the user.
Comment 2 Peter Richards 2025-04-23 22:34:59 UTC 
They are not exact at all. The 'home view' provides only payments, whereas the "Scheduled Transactions" view displays bills, deposits, loans and transfers. Plus it has the ability to filter by account number.

For payments that are (say) weekly, the 'home view' payments are repetitive, making it difficult to find individual schedules. Whereas any (say) weekly bills/payments with the "Scheduled Transactions" view appear only once, which is ideal as the scheduled transaction is only setup once.

I see the 'home view' payments more of a cash flow or forecasting feature,