Version: 0.8.5 (using KDE KDE 3.5.5) Installed from: Fedora RPMs Compiler: gcc OS: Linux It would be very nice if the income and expense reports each included the profit and/or loss on any asset sales that occurred in the report period. It would be even nicer if the term of the underlying asset for short/long term profit/loss could be specified and then separated out on the report - assets held greater than or equal to X go to long term profit and less than X go to short term profit. I know that this information is available on statements from the institutions involved, but it would be handy to have the information in your reports as well. If it couldn't be done automatically, then a separate income account target where the profit/loss could be set up would be handy. The total going to the bottom line account doesn't change. There is just a separate split from its source (an income account and the original basis cost automatically computed from the existing data).
Here's some background information about the subject (though written with currencies in mind, but still valid and useful for this request): http://www.mathstat.dal.ca/~selinger/accounting/tutorial.html
There is a lot of complexity that could be added via the account information in the tutorial link. Whether it is useful to go to that level or not is questionable. I've always been happy with monitoring my current equity positions via the normal report mechanisms. What I miss is the ability to get a snapshot of total income in one spot for taxes and charitable donations. With all equity transfers done strictly between asset accounts, you lose this stream of income unless you pull up a second report and with the current scheme for entering buys and sells, there isn't a spare place to make use of a separate stock sales income account (if you are using the existing extra hook to track transaction cost.) As long as there was the means to create rate of return reports properly if an additional user specified account was available for short or long term profit or loss, that would be fine. If there was just an option on the income/expense reports that would include changes to closed asset positions in the time frame selected for the report, that would be fine too and would answer many peoples needs perhaps without the overhead of going to a live currency trading adjustment accounts or multiple links on buy/sell forms for profit/loss accounts.
Git commit ebfbcd57097b03544f1f5c76158bd64587679261 by Łukasz Wojniłowicz. Committed on 15/04/2017 at 12:59. Pushed by wojnilowicz into branch 'master'. Add short-term and long-term capital gains FIXED-IN:5.0 Differential Revision: https://phabricator.kde.org/D5436 Signed-off-by: Łukasz Wojniłowicz <lukasz.wojnilowicz@gmail.com> M +16 -0 kmymoney/dialogs/kreportconfigurationfilterdlg.cpp M +1 -0 kmymoney/dialogs/kreportconfigurationfilterdlg.h M +18 -0 kmymoney/mymoney/mymoneyreport.cpp M +30 -1 kmymoney/mymoney/mymoneyreport.h M +7 -1 kmymoney/reports/listtable.cpp M +107 -9 kmymoney/reports/querytable.cpp M +1 -0 kmymoney/widgets/CMakeLists.txt A +112 -0 kmymoney/widgets/reporttabcapitalgain.ui M +14 -0 kmymoney/widgets/reporttabimpl.cpp M +9 -0 kmymoney/widgets/reporttabimpl.h https://commits.kde.org/kmymoney/ebfbcd57097b03544f1f5c76158bd64587679261