Bug 430047 - Feature request: Budgeting based on cash flow
Summary: Feature request: Budgeting based on cash flow
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: general (show other bugs)
Version: 5.1.0
Platform: Other Linux
: NOR wishlist
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
: 155311 466462 (view as bug list)
Depends on:
Blocks:
 
Reported: 2020-12-05 17:09 UTC by lytemar
Modified: 2023-04-17 09:08 UTC (History)
5 users (show)

See Also:
Latest Commit:
Version Fixed In:


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Description lytemar 2020-12-05 17:09:36 UTC
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.
Comment 1 Thomas Baumgart 2022-09-11 15:15:50 UTC
*** Bug 155311 has been marked as a duplicate of this bug. ***
Comment 2 jesse 2023-04-14 02:03:45 UTC
We need this. :)
Comment 3 Thomas Baumgart 2023-04-17 08:57:16 UTC
*** Bug 466462 has been marked as a duplicate of this bug. ***
Comment 4 Thomas Baumgart 2023-04-17 09:08:46 UTC
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