Now that I'm on Skrooge 2.5, I know that this core function is still missing, so I really want to see this:

In reports and summaries (both dashboard and elsewhere), I really want to see each category put in only as an expense *or* income, not both.

Consider this simple situation: I bought a laptop but it didn't work right, so I returned it. Now, because I entered the return in the same category as the expense (because they *should* cancel out), Skrooge reports that *both* my income and expenses that month are $600 higher. I want to see the summary be the same as if I had never bought the laptop. When reviewing month to month, it is untrue to say that I spent more and also had higher income that month.

Put simply, over the time period being reported on, whatever the *net* income or expense is for each category, that should be reported in either the income or expense group as appropriate. No category should be both income and expenses.

I could understand others wanting the alternate view, so this should probably be a preference to set.

Besides bringing this up here, is this appropriate to post as a wish in the KDE bug system?

Hi,

If you have an expenditure and a refund some days/months later ...
If you want to ignore the 2 operations in reports / dashboards ...

You can:
1- Group together the 2 operations with the function "Group" in contextual menu
2- Use the appropriate filter "Grouped" in reports and dashboards to ignore all grouped operation

Regards.

Thanks, that grouped thing makes a lot of sense for direct purchases and refunds.

Still, that doesn't completely address my desire. I still want to be able to show the NET income or expense per category. That's a simple reporting desire. I might do something like buy some used furniture and sell some misc things and want to think of all these actions over a time as clearly showing a certain effect on my category for household-expenses or something like that. This isn't just for exact exchanges.

So, the grouping will definitely help, but it would be nice to just have an optional setting in reports that combined all the transactions of each category into one net number.

One additional question/point about grouping:

I am not able to group two items that are simply an expense and refund.

* I buy item A for $5
* I get a refund check after returning item A and deposit it along with other checks

But because the deposit happened in one transaction at the bank, it's already a split transaction, so I can only see the part related to the return as a sub-item, and Skrooge won't let me group that sub-item with the original purchase of A.

This would be nice to fix, but even if it were fixed, I'd still very much want the original request of just seeing the net amount per category in reports.

Hi,

In reports, if you select first "type" and after "Category" for the line, you can have a report where Incomes and Expenditures are separated as expected:


What are the dashboard widgets you would like to see modified in the same direction?
Could be helpful for me if you can provide a simple sample .skg file with the expected result?

Okay, I think I understand the confusion. I am NOT wanting to *separate* income and expenses "as expected" and as shown in your chart. Instead, I'm asking for the exact opposite. Perhaps what I'm seeing is a bug.

See this image: http://42.meup.org/FE9FiJh8/skrooge-report.png

I have type and category selected and chose sum of operations. The text shows the information I want visualized in the Sum column. But the pie charts show Household category in *both* income and expense which totally distorts the pie chart. In such a case, if most of my income and expenses are in the hundreds of dollars but I bought a car and then sold it for a very small profit, the result will be two pie charts that are almost entirely one color showing the entire car expense as 90%+ of my expenses and the car income as 90%+ of my income. I don't want that. I want to see that the $200 I made buying and selling the car is just one small $200 sliver in the income side and shouldn't show in the expense side at all. Now, I know about the grouping thanks to your previous comment, but what if I bought one car and sold another. I could group that, but it's not truly related. Manually grouping everything to simply show the sum in the pie chart is a workaround at best.

So, apologies for the confusion, this isn't about the text specifically, since there's already the sum column (although I would like to have a view in text of ONLY the sum column and not the other separated income and expense columns). This is about wanting to have a visual graph like the pie chart that represents the category sums instead of separating expenses and incomes and showing the same category in both places.

Hi,

In Skrooge, when we are talking about "Income" or "Expenditure", we are talking about the type of the operation or suboperation and not the type of the category.
So, the behavior you have is the normal one and the expected one.

Nevertheless, I reproduce your test case and I was able to get the expected behavior (I hope I well understood this time):
https://share.kde.org/index.php/s/xguyaayzHl43w3M

To do that, you have to:
1- Create 2 categories, one named "Expenditures", one named "Incomes"
2- Drag & drop all categories relative to expenditures under "Expenditures"
3- Drag & drop all categories relative to income under "Incomes"
4- Set the graph settings like in the screen capture

As you can see, instead of doing the report on the type of the operation, the report is based on the 1st level of the categories.

I did a sample file, you can find it here:
https://share.kde.org/index.php/s/vsquU6H9TN8QTUn

I hope this answer will satisfy you and prove the richness of skrooge

Unfortunately, that solution is not really what I was hoping for. It's really a workaround that isn't going to cover all cases well.

I actually *prefer* the Skrooge approach where a category is not necessarily an expense category or an income category.

Your example doesn't show any categories that had both income and expense in the same category which is what I'm talking about.

Here's what I want:

Given a category called "stuff-I-buy-and-sell", I want 100% of that category to show in only one of the pie charts depending on whether it was net income or net expense.

So, if I view a report for a month in which the category was a net loss, I want the net shown in the expense pie chart. If I view a different month where the category had a net gain, I want the net shown in the income category. So, I don't want to force it to be income or expense, I just want to see it shown as income or expense based on what it actually turned out to be.

All I want is to be able to show a pie chart that uses the sum column from each category. I don't want to split up my categories into income vs expense strictly.

I will say that for those who *want* strict income vs expense categories, it's great that Skrooge can do that.

wolftune wrote:Unfortunately, that solution is not really what I was hoping for. It's really a workaround that isn't going to cover all cases well.

I actually *prefer* the Skrooge approach where a category is not necessarily an expense category or an income category.

Your example doesn't show any categories that had both income and expense in the same category which is what I'm talking about.

Wrong, in my sample file, I defined one income and one expense for the same category.

wolftune wrote:Here's what I want:

Given a category called "stuff-I-buy-and-sell", I want 100% of that category to show in only one of the pie charts depending on whether it was net income or net expense.

So, if I view a report for a month in which the category was a net loss, I want the net shown in the expense pie chart. If I view a different month where the category had a net gain, I want the net shown in the income category. So, I don't want to force it to be income or expense, I just want to see it shown as income or expense based on what it actually turned out to be.

It's very difficult to understand what is the expected result.
My feeling is that you have 3 axis in your graph (Categories, Months and Types (Expenditures or Incomes).
For the moment, Skrooge graphs have only 2 axes.

Could you provide me a sample file of Skrooge (may base on mine) and picture (ppt, png or what you want) representing what is the expected graph for this sample file?

wolftune wrote:
All I want is to be able to show a pie chart that uses the sum column from each category. I don't want to split up my categories into income vs expense strictly.

I will say that for those who *want* strict income vs expense categories, it's great that Skrooge can do that.

Up!