Bug 513317

Summary: Wishlist reports and charts improvements
Product: [Applications] kmymoney Reporter: aggressivesk8er_Grind
Component: reportsAssignee: KMyMoney Devel Mailing List <kmymoney-devel>
Status: REPORTED ---    
Severity: wishlist CC: arnaudvillemain
Priority: NOR    
Version First Reported In: unspecified   
Target Milestone: ---   
Platform: Other   
OS: Microsoft Windows   
Latest Commit: Version Fixed/Implemented In:
Sentry Crash Report:
Attachments: Quicken chart showing income & expense

Description aggressivesk8er_Grind 2025-12-13 21:38:00 UTC
Created attachment 187603 [details]
Quicken chart showing income & expense

While on the support page for KMyMoney (https://kmymoney.org/support.html) I came across the wishlist link and it took me here so I thought I'd make some requests.

I'm a longtime user of an older version of Quicken but am unwilling to move to their subscription model.  I've investigated some alternatives and really like KMyMoney.  One area that Quicken does really well is in charts and drill down and so I'd like to request some additional functionality there. Perhaps I'm just not versed enough in KMyMoney yet but here are some things that would be nice to see:

For example, Could it be possible to show Income by category per time period, right next to expense by category per time period? Effectively it would show an Income bar right next to an expense bar.

Related to that, another thing that would be useful is the ability to "drill down" on a report or chart such that clicking the value or category opens the appropriate ledger for.  As an example, if I'm running a yearly report, by month, and click on the category "groceries" Quicken opens a detailed view of all the items categorized as groceries for the corresponding time period of the report.

The Quicken cashflows report also shows categories as individual rows and the option to give some time period division (by month, by quarter, etc.).  

Many of the Quicken reports also give the ability to click on the amounts/categories and drill into whats going on.  As an example, if I see that "groceries" is really high during a particular month, I can click the amount that corresponds to groceries in that particular month and it opens up a ledger of matching transaction (usually by payee).

Something else I found in KMyMoney is that if a bar chart of expenses by category is selected and the option for "Draw Values on Chart" is selected, the chart can get kind of cluttered.  I'm wondering if a feature can be added that would allow for some detail to be displayed when hovering.  Or alternatively, selecting a value in the legend and it highlights only those amounts in the chart and greys out the other values for easier viewing.

Finally I noticed in KMyMoney that if a chart has a bunch of categories (Income and Expense Bar Graph by Category, for example), then the legend will display the top categories but there doesn't appear to be an option for seeing the colors assigned to the categories totaling smaller amounts.

I've attached a couple of images from Quicken