Bug 514924 - Show running balance in ledger if Reconciled Status, Post Date are first two sort items
Summary: Show running balance in ledger if Reconciled Status, Post Date are first two ...
Status: REOPENED
Alias: None
Product: kmymoney
Classification: Applications
Component: general (other bugs)
Version First Reported In: 5.2.1
Platform: Other Other
: NOR wishlist
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2026-01-22 01:59 UTC by Mike Jenck
Modified: 2026-01-23 22:29 UTC (History)
0 users

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


Attachments
Ledger with no balances (26.80 KB, image/png)
2026-01-22 01:59 UTC, Mike Jenck
Details
attachment-3091667-0.html (1.61 KB, text/html)
2026-01-22 03:02 UTC, Mike Jenck
Details
TPTikQmSAjU9V50L.png (35.85 KB, image/png)
2026-01-22 03:02 UTC, Mike Jenck
Details
attachment-3268765-0.html (391 bytes, text/html)
2026-01-22 18:30 UTC, Mike Jenck
Details
attachment-3339167-0.html (443 bytes, text/html)
2026-01-23 00:46 UTC, Mike Jenck
Details
5D9edctEkg80QuvC.png (58.36 KB, image/png)
2026-01-23 00:46 UTC, Mike Jenck
Details

Note You need to log in before you can comment on or make changes to this bug.
Description Mike Jenck 2026-01-22 01:59:01 UTC
Created attachment 188774 [details]
Ledger with no balances

***
If you're not sure this is actually a bug, instead post about it at https://discuss.kde.org

If you're reporting a crash, attach a backtrace with debug symbols; see https://community.kde.org/Guidelines_and_HOWTOs/Debugging/How_to_create_useful_crash_reports

Please remove this comment after reading and before submitting - thanks!
***

SUMMARY
Ledger does not show balance

STEPS TO REPRODUCE
1.  Open file
2.  Open any ledger

OBSERVED RESULT
Balance has ---

EXPECTED RESULT

The running total

SOFTWARE/OS VERSIONS
Windows: 10.0.19045
KMyMoney 5.2.1-914c61b

ADDITIONAL INFORMATION
Comment 1 Jack 2026-01-22 02:55:30 UTC
What is the sort order for the l edger.   A running balance is only shown if the transaction date is the first item in the sort order.
Comment 2 Mike Jenck 2026-01-22 03:02:39 UTC
Created attachment 188777 [details]
attachment-3091667-0.html

I changed the order so that Post Date is first. That does allow the 
Balance to be shown.

This is a breaking change from 5.0.6. I have


The same setting in 5.2.1 The balance will not show.

Is there any plan to change the behavior.

Thanks,

Mike



On 1/21/2026 6:55 PM, Jack wrote:
> https://bugs.kde.org/show_bug.cgi?id=514924
>
> Jack<ostroffjh@users.sourceforge.net> changed:
>
>             What    |Removed                     |Added
> ----------------------------------------------------------------------------
>           Resolution|---                         |WAITINGFORINFO
>               Status|REPORTED                    |NEEDSINFO
>
> --- Comment #1 from Jack<ostroffjh@users.sourceforge.net> ---
> What is the sort order for the l edger.   A running balance is only shown if
> the transaction date is the first item in the sort order.
>
Comment 3 Mike Jenck 2026-01-22 03:02:39 UTC
Created attachment 188778 [details]
TPTikQmSAjU9V50L.png
Comment 4 Jack 2026-01-22 16:26:55 UTC
Please - when you reply to  a bug by email, remove everything except your response.  Remove everything from the previous message.  Your entire email becomes the next attachment, and if you reply in HTML and not just plain text, the HTML becomes an attachment.  The extra material makes it very hard to follow the flow of the bug.  See https://bugs.kde.org/show_bug.cgi?id=514924#c2 as an example.

I believe the change was made in 5.1.3, already a very long time ago.  I think it is unlikely the developers will change this behavior, as it is generally accepted that a running balance is not actually meaningful if the first sort item is not post date.

I'm closing as INTENTIONAL, but I suppose you can reopen as a wishlist, although it is very unlikely to be accepted.
Comment 5 Mike Jenck 2026-01-22 18:30:57 UTC
Created attachment 188788 [details]
attachment-3268765-0.html

Thanks for the information.

Where could I download 5.1.2 for windows and Linux (Ubuntu).

Mike
Comment 6 Jack 2026-01-22 19:06:11 UTC
Basically, you can't, at least nowhere officially supported.  That's not fully true - as you might find 5.1.3 available for some Linux LTS distros, but you need to remember 5.1.3 is no longer supported.  5.1.3 for Windows (if you can find one) is likely to still work, but 5.1.3 for Linux will only work for distros which still support Qt5, and that group is slowly shrinking - I am assuming LTS distro versions will be the last to go.
Can you state your use case for wanting a running balance when Post Date is not the first sort item?
Comment 7 Mike Jenck 2026-01-23 00:46:38 UTC
Created attachment 188796 [details]
attachment-3339167-0.html

Here is a picture of the ledger With the reconciliation state first then 
post date
Comment 8 Mike Jenck 2026-01-23 00:46:38 UTC
Created attachment 188797 [details]
5D9edctEkg80QuvC.png
Comment 9 Jack 2026-01-23 22:02:22 UTC
I can see your point.  I have actually thought about why the Reconciled header is shown in red (as not matching the running balance) when it is (usually clearly) because there are not reconciled transactions prior to the reconciliation date.  Although I'm still not sure anything will be changed in this area, it might be worth converting this to a wish-list, perhaps just for this particular sort order of Reconciled State before Post Date.
Comment 10 Mike Jenck 2026-01-23 22:04:22 UTC
How would I do that?
Comment 11 Jack 2026-01-23 22:16:48 UTC
I'm not sure if you as OP have sufficient permissions, so I've done it for you, and altered the Subject as (hopefully) appropriate.

I think we agree that in general, anything other than Post Date as first sort item leads to a non-meaningful running balance, but with this specific combination (Reconcile Status, Post Date) the running balance does make sense, and can help compare local records to the institution, particularly in between reconciliations.
Comment 12 Mike Jenck 2026-01-23 22:29:04 UTC
Thanks!