Typically families need to budget based on cash flow, and the current budgeting functionality does not include liabilities, so when running budget reports and extra step is needed to determine how money was actually spent on a periodic, e.g., monthly, basis. An example is for home mortgage and car loans: when a family makes their mortgage payment and/or car load payment, cash is transacted to pay down the principal, which doesn't appear on budget reports. Also, for mortgage escrow accounts, the monthly cash payment to that account is an asset, but it is cash that is transacted. So, a budget type should be created that allows for keeping track of money based on cash flow.
*** Bug 155311 has been marked as a duplicate of this bug. ***
We need this. :)
*** Bug 466462 has been marked as a duplicate of this bug. ***
Git commit e79a1cabdc7881432faa1f2266ac66a0f7c71667 by Thomas Baumgart. Committed on 17/04/2023 at 09:00. Pushed by tbaumgart into branch 'master'. Initial implementation of budgeting of asset/liability accounts Budget entry for asset/liability accounts is available. Reporting part is not yet implemented. M +58 -24 kmymoney/dialogs/knewaccountdlg.cpp M +49 -16 kmymoney/dialogs/knewaccountdlg.ui M +5 -0 kmymoney/models/accountsproxymodel.cpp M +8 -1 kmymoney/models/accountsproxymodel.h M +24 -17 kmymoney/mymoney/mymoneyaccount.cpp M +9 -0 kmymoney/mymoney/mymoneyaccount.h M +17 -4 kmymoney/mymoney/mymoneybudget.cpp M +5 -1 kmymoney/mymoney/mymoneybudget.h M +1 -0 kmymoney/mymoney/mymoneyenums.h M +54 -2 kmymoney/mymoney/mymoneykeyvaluecontainer.cpp M +41 -7 kmymoney/mymoney/mymoneykeyvaluecontainer.h M +17 -0 kmymoney/mymoney/mymoneykeyvaluecontainer_p.h M +5 -2 kmymoney/mymoney/storage/accountsmodel.cpp M +20 -0 kmymoney/mymoney/tests/mymoneyaccount-test.cpp M +1 -0 kmymoney/mymoney/tests/mymoneyaccount-test.h M +5 -5 kmymoney/mymoney/tests/mymoneykeyvaluecontainer-test.cpp M +5 -0 kmymoney/mymoney/xmlhelper/xmlstoragehelper.cpp M +1 -1 kmymoney/mymoney/xmlhelper/xmlstoragehelper.h M +8 -8 kmymoney/plugins/ofx/import/dialogs/konlinebankingsetupwizard.cpp M +6 -1 kmymoney/plugins/views/budget/budgetview.rc M +93 -17 kmymoney/plugins/views/budget/kbudgetview.cpp M +13 -2 kmymoney/plugins/views/budget/kbudgetview.h M +32 -13 kmymoney/plugins/views/budget/kbudgetview_p.h M +216 -143 kmymoney/widgets/budgetviewproxymodel.cpp M +1 -0 kmymoney/widgets/budgetviewproxymodel.h https://invent.kde.org/office/kmymoney/commit/e79a1cabdc7881432faa1f2266ac66a0f7c71667
Git commit 8cdd4536e30eabf898f8b6aca8d5d9159676bdbb by Thomas Baumgart. Committed on 18/05/2024 at 16:40. Pushed by tbaumgart into branch 'master'. Reporting for budgeting of asset/liability accounts This amends commit e79a1cab and provides the reporting part of the feature. FIXED-IN: 5.2 M +9 -0 kmymoney/mymoney/mymoneyreport.cpp M +25 -20 kmymoney/plugins/views/reports/core/pivottable.cpp https://invent.kde.org/office/kmymoney/-/commit/8cdd4536e30eabf898f8b6aca8d5d9159676bdbb
I can't wait to test this! Thank you so much!