Bug 463972 - Default Reports Show Zero Budget For Months Before Fiscal Year Start
Summary: Default Reports Show Zero Budget For Months Before Fiscal Year Start
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: reports (other bugs)
Version First Reported In: 5.1.3
Platform: unspecified Microsoft Windows
: NOR minor
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2023-01-07 15:03 UTC by stormwallz-kde
Modified: 2023-01-08 11:44 UTC (History)
1 user (show)

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Description stormwallz-kde 2023-01-07 15:03:45 UTC
SUMMARY
Despite having budgets for the current and next fiscal period the default reports will show zero budget for the the time period before the start of the current fiscal period.


STEPS TO REPRODUCE
1. Create a new file.
2. Change the fiscal year start to the start of a month other than January
3. Configure Home view to show Budget
4. Create a budget (will be assigned to the current calendar year)
5. Create a monthly budget item (e.g. Water 20/month)
6. Duplicate the budget and assign to the previous calendar year

OBSERVED RESULT
When the current date is prior to the start of the fiscal year:
- Budget section of home screen will show zero budget available
- Default Monthly Budget reports will show zero budget available. (Report is using budget for current calendar year not current fiscal year.)

Yearly reports show zero for months prior to start of fiscal year.

EXPECTED RESULT
Monthly Budget should be shown from the current fiscal year budget.
- For Monthly reports the default budget should cover the month being reported.

Yearly reports should align with fiscal year (at least with toggle option).
 

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION