Hi,

What I'm really missing in kmm is support for additional categorizations (classes in quicken).

For example, when tracking holiday expenses, I'd like to assign a class to each individual holiday, so I can get reports categorized by classes.

Other use case: I use an asset account to track claims against my employer where I have to prefinance travel or other stuff. I would like to use a categorization by "events" (could be a trip), so that I can get a report for which event I have already been fully reimbursed.

Currently I'm adding this information to the memo-field, but that's cumbersome and not very flexible. I can't do reports by that field, and I can't filter the account by that field. In particular, in a split transaction that gets split into different classes, typing the term I'm interested in always turns up all the splits, which makes it difficult to see whether splits assigned to that term are balanced.

I know this project depends on hard-working volunteers, but if there is one feature that should still be implemented, I think it is this one.

Why not to use subcategories like

* "Expense:Business Trips:2009-08-11 (Shanghai)"
* "Expense:Business Trips:2011-01-02 (LA)"
* "Expense:Business Trips:2012-07-20 (Ohio)"

?

salzrat wrote:I know this project depends on hard-working volunteers, but if there is one feature that should still be implemented, I think it is this one.

Well, I know of a couple of others, but the one you mention is among them: we already have a wish list item at https://bugs.kde.org/show_bug.cgi?id=207761 and already collected some design ideas at http://techbase.kde.org/Projects/KMyMoney/Features/Tags .

mkae wrote:* "Expense:Business Trips:2009-08-11 (Shanghai)"
* "Expense:Business Trips:2011-01-02 (LA)"
* "Expense:Business Trips:2012-07-20 (Ohio)"

Then it's hard to get an overview of all expenses - there is no ledger that combines subcategories. That would actually be another nice feature!!!

Furthermore, it doesn't work if you have other subcategories (Food, Lodging, Travel), and the list of categories gets really long. I think classes are really the more correct solution.

What you could do is add a memo to transactions, and then you can search and filter out those transactions.

Sorry, but that's the best solution available at the moment. Until someone implements tags, that is

Hei Ku wrote:What you could do is add a memo to transactions, and then you can search and filter out those transactions.

Sorry, but that's the best solution available at the moment. Until someone implements tags, that is

I know and that's what I am doing, but it's not really a good solution:

- it's hard and error-prone to enter (no drop-down lists like for categories, you can easily mistype)
- you cannot mass-classify (select several splits and select a category for them), making it really inconvenient
- filtering in the ledger-view does not really work: if you have split transactions, the transactions are found even if the field is entered in another split than in the category/account you are currently filtering! For tracking reimbursements, this is really annoying, because you cannot easily filter the asset-account for an event, as splits from other events will show up as well!
- you cannot use memos in reports for additional grouping (e.g., getting a report about all travels/events, with subgroups according to categories)

So I think it's obvious that memos are not a good substitute, but I understand that there might not be resources to properly implement classes. However if somebody does, please have a look at MS Money, where it works well I think.

Regarding the filtering issue: I think that is a general problem that could be more easily solved:

If I filter the ledger view, I want to decide whether the filter searches only in the splits belonging to that account, or in all the splits of the shown transactions (what currently seems to happen).

Furthermore, why can't I filter the ledger-view by category?

What would be really cool would be to have some kind of "query language" in the ledger view, where you could combine query terms, like:
"cat:food no:312" or so...

salzrat wrote:What would be really cool would be to have some kind of "query language" in the ledger view, where you could combine query terms, like:
"cat:food no:312" or so...

Did you ever try the 'Edit/Find transaction...' feature?

ipwizard wrote:Did you ever try the 'Edit/Find transaction...' feature?

Of course.

Unfortunately, "Edit" is a bit of a misnomer, as the result view does not allow you to do anything than jump to the respective selection. This is contrary to the ledger filter view, where I can edit the transactions normally after filtering.

I'd really like the result to be more like a ledger view with all the editing capabilities (moving transactions, marking them etc.).