Bug 420602 - Tagged split transactions count as payment instead of deposits
Summary: Tagged split transactions count as payment instead of deposits
Status: RESOLVED NOT A BUG
Alias: None
Product: kmymoney
Classification: Applications
Component: general (show other bugs)
Version: 5.0.8
Platform: Gentoo Packages Linux
: NOR minor
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2020-04-26 05:03 UTC by Marcel Hoffmann
Modified: 2020-05-15 06:20 UTC (History)
0 users

See Also:
Latest Commit:
Version Fixed In:
Sentry Crash Report:


Attachments
.kmy file (2.09 KB, application/x-kmymoney)
2020-04-26 05:03 UTC, Marcel Hoffmann
Details
Tag overview with mixed deposts and payments. (217 bytes, text/plain)
2020-04-29 00:20 UTC, Marcel Hoffmann
Details
Tag overview screenshot (31.21 KB, image/png)
2020-04-29 00:22 UTC, Marcel Hoffmann
Details

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Description Marcel Hoffmann 2020-04-26 05:03:12 UTC
Created attachment 127878 [details]
.kmy file

SUMMARY

Regular transactions from a payee which have a tag assigned will appear in the "Tags" overview as deposits. If you do the exact some transaction, but make it part of a split transaction, then it will suddenly count as payment. I do not know if this is the expected behavior.

STEPS TO REPRODUCE
1. Create a transaction with tag "Test"
2. Create a split transaction. Tag one of the split items as "Test"
3. Open "Tags" overview, select "Test"

OBSERVED RESULT

The "Tags" overview shows both transactions, but one is a deposit while the other is a payment.

EXPECTED RESULT

Both transactions should be a either a deposit or a payment.

SOFTWARE/OS VERSIONS
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: Gnome 3.34
KDE Frameworks Version: KDE Frameworks 5.67.0
Qt Version: Qt 5.14.1 (built against 5.14.1)

ADDITIONAL INFORMATION

I have attached a sample .kmy file, which contains a simple demonstration of this issue.
Comment 1 Marcel Hoffmann 2020-04-29 00:20:52 UTC
Created attachment 127966 [details]
Tag overview with mixed deposts and payments.
Comment 2 Marcel Hoffmann 2020-04-29 00:22:01 UTC
Created attachment 127967 [details]
Tag overview screenshot
Comment 3 Thomas Baumgart 2020-05-09 15:48:18 UTC
It may be a bit confusing, but if you take the column 'Account' into account then everything is fine. For the 'payment' it shows the category 'Groceries' and not your account.

Oh, and since we're at it: your groceries are expenses but you enter them as income. But booked correctly it would just reverse the views.
Comment 4 Marcel Hoffmann 2020-05-15 06:20:47 UTC
Ok, thank you for looking into this. It makes sense now with the Account column. 

The issue is probably with the way I used the tags view. Here is an example:

Let's say I create a tag for a vacation e.g. "Canada 2020" and tag all expenses, then I cannot quickly get the sum of the vacation related expenses via the balance summary if there are any split transactions. The "Tags" view would display splits as deposits (which is correct because it's a deposit to the category account). All other non-split expenses are withdrawals.

One solution could be to create a category, but I want to keep the number of categories low and avoid single-purpose categories.

Yes, the groceries should not have been income, but expenses.