Bug 488231 - Forecast
Summary: Forecast
Status: RESOLVED WORKSFORME
Alias: None
Product: kmymoney
Classification: Applications
Component: general (show other bugs)
Version: 5.1.3
Platform: Other Microsoft Windows
: NOR normal
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2024-06-08 23:42 UTC by bnbunch
Modified: 2024-08-17 17:32 UTC (History)
0 users

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


Attachments
Forcast Report (61.45 KB, image/jpeg)
2024-06-08 23:42 UTC, bnbunch
Details
Forecast History methid Blank (8.04 KB, application/gzip)
2024-07-02 03:03 UTC, bnbunch
Details

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Description bnbunch 2024-06-08 23:42:47 UTC
Created attachment 170282 [details]
Forcast Report

Not showing all expences in forcast view . Am using History based Some months show 0 amount
Forecast report shows 0 all expences (income and expence forecast) This makes net total higher than actual
Comment 1 bnbunch 2024-06-09 02:18:06 UTC
When configuring Forecast. Choosing History based doesn't show all categories. When selecting Scheduled transactions it shows all.
In top right corner is a Forecast button to update. This always shows Current Status: Scheduled regardless of which is configured
So you never know which one it is configured for unless you go back to Configure Plugin
Comment 2 bnbunch 2024-07-01 03:58:11 UTC
No response from anyone. Tried version 4.6.4 and 5.13.
History forcast  Not showing all categories. If they have to be in budget, They all are if that matters

 If it doesn't work, Then
REMOVE PLUG IN.
I am using Windows version.
Comment 3 Jack 2024-07-01 21:19:00 UTC
I assume you mean 5.1.3.  Hopefully this is not platform dependent.
So far, you are the only one  to report this problem, and we can't reasonably fix a problem we don't see.  
The best way to get this addressed is for someone to reproduce it, and it would help if you can create a minimal .kmy file that demonstrates the problem.
Comment 4 bnbunch 2024-07-02 03:03:22 UTC
Created attachment 171261 [details]
Forecast History methid Blank

See  attached 4cast.mny
Configure Scheduled and Future(I have no scheduled) All categories seem to show.
Configure History based (No Income or Expense) showing.
If you can help Fine. But think I can use or understand how to make this work
Comment 5 Thomas Baumgart 2024-07-06 06:47:12 UTC
Git commit fa9b63b61aa34ac0f8f6d8efadfa490811a964de by Thomas Baumgart.
Committed on 06/07/2024 at 06:46.
Pushed by tbaumgart into branch 'master'.

Provide information about historic date range used for forecast

In some cases it might be unclear to the user why the budget information
in the forecast does not show the expected result. Since this is based
on the transactions found in a specific date range, displaying this date
range may help the user to understand what is going on.

M  +22   -18   kmymoney/mymoney/mymoneyforecast.cpp
M  +6    -0    kmymoney/mymoney/mymoneyforecast.h
M  +9    -0    kmymoney/plugins/views/forecast/kforecastview.cpp
M  +3    -0    kmymoney/plugins/views/forecast/kforecastview.h
M  +60   -14   kmymoney/plugins/views/forecast/kforecastview.ui
M  +17   -3    kmymoney/plugins/views/forecast/kforecastview_p.h

https://invent.kde.org/office/kmymoney/-/commit/fa9b63b61aa34ac0f8f6d8efadfa490811a964de
Comment 6 Thomas Baumgart 2024-07-06 06:53:54 UTC
Using the provided 4cast.kmy file shows, that the historic budget based forecast takes the period of Oct 2023..Dec 2023 as basis. Since the file does not contain any transactions in that range, the display remains empty and could also be the cause of some results you encounter when using real data. The application works as designed at this point. Anything else would be a wish for change.
Comment 7 Bug Janitor Service 2024-07-21 03:46:21 UTC
Dear Bug Submitter,

This bug has been in NEEDSINFO status with no change for at least
15 days. Please provide the requested information as soon as
possible and set the bug status as REPORTED. Due to regular bug
tracker maintenance, if the bug is still in NEEDSINFO status with
no change in 30 days the bug will be closed as RESOLVED > WORKSFORME
due to lack of needed information.

For more information about our bug triaging procedures please read the
wiki located here:
https://community.kde.org/Guidelines_and_HOWTOs/Bug_triaging

If you have already provided the requested information, please
mark the bug as REPORTED so that the KDE team knows that the bug is
ready to be confirmed.

Thank you for helping us make KDE software even better for everyone!
Comment 8 Bug Janitor Service 2024-08-05 03:46:22 UTC
๐Ÿ›๐Ÿงน This bug has been in NEEDSINFO status with no change for at least 30 days. Closing as RESOLVED WORKSFORME.
Comment 9 Ralf Habacker 2024-08-17 17:32:31 UTC
Moved to 'general' component