Bug 407243 - Ability to report on account "class" to enable portfolio analysis
Summary: Ability to report on account "class" to enable portfolio analysis
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: general (show other bugs)
Version: unspecified
Platform: Other Linux
: NOR wishlist
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2019-05-05 17:46 UTC by tonywburke
Modified: 2019-05-05 17:47 UTC (History)
1 user (show)

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Description tonywburke 2019-05-05 17:46:37 UTC
I track a number of accounts within KMyMoney and wish to produce an overall net worth report showing how the monies are invested
e.g a pie chart showing region:- USA:Asia:Europe
e.g. a pie chart showing risk:- high:medium:low
e.g. a pie chart showing asset class :- Equity:Cash:Property

Each account would need to be categorised in 3 ways... e.g. USA:Low:Cash

Currently, I am maintaining a parallel Net Worth within a spreadsheet; producing the required reports as needed. This creates more work and there is always the risk of a discrepancy between the two systems.