Bug 507857 - Impossible to combine filter by category AND showing transfers in reports
Summary: Impossible to combine filter by category AND showing transfers in reports
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: reports (other bugs)
Version First Reported In: 5.2.0
Platform: Debian stable Linux
: NOR wishlist
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2025-08-04 15:54 UTC by surcouf
Modified: 2025-08-04 15:54 UTC (History)
0 users

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


Attachments
kmy file with test data for both sample reports A and B (6.12 KB, application/gzip)
2025-08-04 15:54 UTC, surcouf
Details

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Description surcouf 2025-08-04 15:54:55 UTC
Created attachment 183782 [details]
kmy file with test data for both sample reports A and B

SUMMARY
It is impossible to combine filter by category AND showing transfers in reports.

STEPS TO REPRODUCE
1. open the attached file in KMyMoney
2. go into the ledger of the "current account"
3. see that some transactions are expenses, other are mortgage repayments (in KMyMoney's syntax:  TRANSFERS) to a mortgage account
4. Go into the reports view
5. open the first section "Income and Expenses"
6. open both reports called: 
       "A) Income and Expenses This Year (NO category is filtered which allows showing transfers)"
       "B) Income and Expenses This Year (One category is filtered which prevents showing transfers)"
and compare them.
Both reports have a filter on account "my mortgage account" which is filtered out.
      Report A) has no further filter.
      Report B) has an additional filter: one category (which has no transaction assigned) is filtered out.

OBSERVED RESULT
7. Report A) shows a yearly grand total amount of -24 136€ for year 2025 which sums 1) -1 393€ of expenses and 2) -22 742 € assigned to the "my mortgage account". These are the transfers from "my current account" into "my mortgage account".
Report B) shows a yearly grand total amount of -1 393€ of expenses for year 2025. There is no "Transfers" row.

This issue is present in all kind of reports allowing both filtering on account and on category:
1.  Income and Expenses
3. Transactions
4. Cash flow
6. Taxes
7. Budgeting
8. Forecast
10. Charts

EXPECTED RESULT
7. Report B should show the same rows and figures as report A. The sum of all transfers should be shown even if some useless category is de-selected.
In real life the user may want to exclude a few categories having real transactions AND show the transfers between accounts, therefore i hope this wish can be considered worth to be added to the implementation.

SOFTWARE/OS VERSIONS
KMyMoney version > 5.2.0-2cbd7a8
OS > Debian GNU/Linux 12 (bookworm) 12 (x86_64)

ADDITIONAL INFORMATION
I am aware that the report configuration Wizard warns with:
>Warning: Filtering by Category will exclude all transfers from the results
But even with a user-friendly warning message, i still would really like to report income, expenses AND transfers in one report having the ability to also filter a few categories.