SUMMARY I want to budget balance transfers. RATIONALE One of my financial goals is debt elimination, so I keep detailed track of my loan, mortgage, and credit card balances. For efficiency, when I make payments to my these accounts, I track them as split balance transfers rather than expenses. If I'm not able to track these transactions in the budget as if they were expenses, then I do not have a useful budget because it is incomplete. SOFTWARE/OS VERSIONS Linux/KDE Plasma: 5.3.16-300.fc31.x86_64 KDE Plasma Version: 5.17.4 KDE Frameworks Version: 5.64.0 Qt Version: 5.12.5
I had a similar need to include Mortgage principal payments in my budget. Since I used the Loan account type for my monthly payments, the principal is a transfer from the source account to the Loan account. Because Loan accounts have a custom "Edit Account" dialog, you are unable to set the "Budget options" to "Include in budgets as [expense/income]" as you can with other accounts to track transfers. I was able to set this flag manually by editing the XML to include this key pair in the loan account: <PAIR key="budgetAccountType" value="13"/> which adds it as an expense in the Budget view. This manual edit has survived: - Saving back to encrypted SQLLite - Adding and deleting transactions to the loan - Editing the budget - Reporting on the budget Seems like a simple solution would be to expose the normal "Budget options" in the Loan account options. This solution is documented on KDE Discuss here: https://discuss.kde.org/t/how-to-add-loan-account-to-budget-view/44094 SOFTWARE/OS VERSIONS Linux/Arch Linux: 6.18.7-arch1-1 (64-bit) KDE Plasma Version: 6.5.5 KDE Frameworks Version: 6.22.0 Qt Version: 6.10.2
Git commit bbe5cb1d3d9b66c4a17e4525063eb4d255433b2a by Thomas Baumgart. Committed on 08/02/2026 at 17:25. Pushed by tbaumgart into branch 'master'. Allow to override budget account type for loan accounts FIXED-IN: 5.3 M +3 -3 kmymoney/views/kaccountsview_p.h M +20 -0 kmymoney/wizards/newloanwizard/editselectionwizardpage.cpp M +6 -0 kmymoney/wizards/newloanwizard/editselectionwizardpage.h M +17 -13 kmymoney/wizards/newloanwizard/keditloanwizard.cpp M +15 -1 kmymoney/wizards/newloanwizard/loanattributeswizardpage.cpp M +6 -0 kmymoney/wizards/newloanwizard/loanattributeswizardpage.h M +28 -14 kmymoney/wizards/newloanwizard/loanattributeswizardpage.ui https://invent.kde.org/office/kmymoney/-/commit/bbe5cb1d3d9b66c4a17e4525063eb4d255433b2a