A little upfront detail;

A KMyMoney account associated with a Credit Card that was compromised in 2015 was closed in August 2015. The financial institution issued a replacement card for which I opened a new KMyMoney account. The balance of the compromised account was transferred to the new account.

Fast forward to reporting for 2015 and budgeting for 2016 - the problem;

I am attempting to create an Income and Expenses report for 2015 as well as a budget for 2016. When the report generates or the budget is cast, expense from 2015 that were captured in the closed credit card account are ignored. This makes the output of the report or the expenses in the budget irrelevant. I found a way to overcome the problem by reopening the account, Of course doing so makes the account visible in the Accounts List. This could result in entries being made into an account that is closed so I'm not in favour of leaving it open. Not that I should, it's a closed account.

What I need to know;

How can closed accounts be included in reports and budgets?

There are other situations where reports exclude closed accounts, e.g. investments sold and closed in performance reports. It is indeed a pain to keep all the old stuff open, and an option in the report generation to include closed accounts would be a true blessing. I think I have already mentioned this in a previous post; will look it up in a moment.
In your case, I see no reason to create a new account just because your credit card is being changed. This has happened to me several times. A compromised card, or a simple precautionary measure taken by my bank, e.g. after the Target hack, or a change of type of card (chip, Visa to Mastercard ...). My advise would be, just edit your account and change the account number, if you store it at all, and keep going as if nothing happened. In fact, I don't think the bank actually gives you a new account; they just change the card associated with your account, because a new account would affect your credit score. BTW you should still be able to do this now by group-editing all new transactions and moving them back to the old account all at once.

Edit: Here is one post dealing with the exclusion of closed accounts.

Agree with zebulon that you do not need to create a new account (and close the old one) when your credit card changes to whatever reason.

And you should not close any account when the transactions still needed for reporting purposes.
This might be the case for up to ten years when you use KMM for business reporting.

zebulon wrote:... It is indeed a pain to keep all the old stuff open, ...

I am not quite sure where you see the problems. I only create new accounts when I add a new bank account or to track new invests.
Even if the invests are sold I need to keep the accounts open for three years for tax and revenue purposes.
Sometimes I also need to change old transactions if a new accounting scheme comes up or new category split is needed.
So, there is only few of 'old stuff' which is no longer needed.

Maybe there could be a new feature to block accounts for new transactions, but keep them open for reporting.
This might be similar to the 'opening date' feature which blocks transactions before this date.

Accounts can be closed and they will still be shown in reports. It all depends on the general setting "show closed accounts" in the KMyMoney configuration

Hei Ku wrote:Accounts can be closed and they will still be shown in reports. It all depends on the general setting "show closed accounts" in the KMyMoney configuration

Yeah! This is indeed the solution to my issue.

Thank you.

Did anybody try this? I cannot conform this works. The closed investments do appear in the account list, but including them (check mark) changed nothing to the report. It looks like you have to reopen the accounts as well.

zebulon wrote:Did anybody try this? I cannot conform this works. The closed investments do appear in the account list, but including them (check mark) changed nothing to the report. It looks like you have to reopen the accounts as well.

It worked for me. Have you checked which accounts are selected in the Accounts tab for the report. I found it necessary to "re-configure" Custom Reports to include accounts that didn't appear in the accounts list prior to selecting "show closed accounts" in the KMyMoney configuration.