This was posted by Chris Sawyer in our KMM Facebook group (yes, we do have one)
I post it here so more ppl can see it.
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Investments:

Would like a bit more forecasting functionality and advanced graphs when looking at investment balances. Like comparing your stock holdings to the S&P 500, $INDU, etc. Pick a basket of indexes from the world markets and allow the user to plot them on the trend line along with an individual stock, the sum of all equities, and a custom list of equities in your portfolio. [Similar to the feature on Mint.com]

- Automatic stock price updates. I'd love it if stock price updates could happen asynchronously in the background when I launch KMyMoney. Once every 5-10 minutes while I have KMyMoney open.

- Backdated quote fetching. If I have been not using KMM for a few weeks, I'd like to be able to fetch back quotes for several days so that way my performance reports are more accurate.

- Portfolio news. KMyMoney should tap into finance RSS feeds which cover the indexes and the stocks you're holding. I think there are some free services like Bloomberg's news site and Reuters which allow you filter news that mentions a specific holding you have. The investments screen could use a lot more content in it. When I'm in KMyMoney, I'm balancing all my finances (checking, 2 savings accts, a brokerage account, 5 credit cards), but I'm also always curious about my portfolio holdings. It's a nice to have.


Ledgers:

- User defined colors for Cleared and Reconciled transactions

- On Checking Accounts, when I enter a check number [if the check # field is numeric in value], then KMyMoney should know that this is a manual check and it should highlight with some user-defined color in the transaction register until either a) an OFX/QIF import matches with this transaction b) I mark the transaction Cleared c) I mark the transaction Reconciled. This will allow users to easily see what checks are still left outstanding. Perhaps a seperate balance should display on the lower-left... "Outstanding transactions: $XXX.XX"?


Plugins:

- Better billminder service. Perhaps a daemon? I would like to be alerted when bills are coming due via Kontact, or have KMyMoney export scheduled events to Kontact and/or Google Calendar. Some bills I have to send very early because the U.S. Mail here is very slow. Other bills I only need to know about the day before it's due because they clear electronically. I should be able to select how much "lead time" I need before being reminded.

- Identify Expense Accounts that are cycle-billing. Cable, phone, internet, lights, gas, water, sewer are all bills paid on a cycle but many of these are payments that fluctuate--bill reminders should be easier to set up. Right now I set these up in Kontact and I have a seperate program to sync up Kontact with Google Calendar and my iPhone so I am always aware of what expenses are coming. I also have a whiteboard in my home office for tracking this.


Reports:

- Need a nicer trend and pie chart... something that's a bit more sleek with vector/SVG based than the charts presently available. I think Qt4 already has an SVG widget?


Forecasting/Budgeting:

- Option to highlight exp/inc account names on the Accounts page when the accounts are out of the defined budget. This makes it easier to identify allocation errors and correct them.

- Better budget predictor. Right now you have to use KMyMoney for a full year if you want to build a budget forecast based on last year's numbers. When setting up a budget, KMyMoney should use a moving average as well as historical data to quickly set up a budget and then simply "tweak it" for the scenario I forecast.

For example, if KMyMoney noticed that I spent $50 on cable TV in January and $60 in February--the only data available here, when I start a new budget it could pick the average, the highest or a random range to setup the budget for the remainder of this year.

- Perhaps a Budget Wizard might help out new users set up budgets quicker. Encourage the user to put in a few months of transactions into KMyMoney, come back to the Budget Wizard and then use the moving average model to establish figures for the remainder of the year.
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Some comments about the plugins section of the wish-list:

Hei Ku wrote:Plugins:

- Better billminder service. Perhaps a daemon? I would like to be alerted when bills are coming due via Kontact, or have KMyMoney export scheduled events to Kontact and/or Google Calendar. Some bills I have to send very early because the U.S. Mail here is very slow.

This is already possible using the iCalendar plugin, see http://kmymoney2.sourceforge.net/plugins.html

Hei Ku wrote:Other bills I only need to know about the day before it's due because they clear electronically. I should be able to select how much "lead time" I need before being reminded.

This will be possible after some development since a way to open a settings dialog for a plugin should be added to KMyMoney.

Hei Ku wrote:- Identify Expense Accounts that are cycle-billing. Cable, phone, internet, lights, gas, water, sewer are all bills paid on a cycle but many of these are payments that fluctuate--bill reminders should be easier to set up.

Right now all scheduled transactions get exported into the calendar file. Are there any other type of transactions that would need reminders?

Hei Ku wrote:Right now I set these up in Kontact and I have a seperate program to sync up Kontact with Google Calendar and my iPhone so I am always aware of what expenses are coming. I also have a whiteboard in my home office for tracking this.

By using the plugin in combination with scheduled transactions the reminders do not need to be setup manually in any calendaring application.

Hi all! I'd like to propose 2 features:

1. I'd like to enter the following data (does anybody know an application covering these requirements?)
   
   • vehicle log with the columns car id, driver, startpoint, endpoint, start date/time, end date/time, km/mile-counter start and end
   • add the following data to a transaction:
     - car id
     - fuel type
     - fuel amount bought
     - price per unit
     - km/mile-counter
   • I'd like to have the following reports:
     - average fuel consumption per km/miles per day/month/year
     - droven km/miles per day/month/year
     - milage per tankful
     - price chart for one unit (gallon/liter/...) of fuel (gasoline/diesel/ natural gas/watt/h )
     - distance per driver
     - distance per car
2. a mobile application on the phone to enter transactions

jonas

I agree about the fact that some features for stocks are needed. I would add :
- a better way to see the wins or the lots
- a way to see either the total of the wins or the %
- a way to have a "zoom". When you click on a stock you get a table (or similar) to present the latest relevant values : highest / lowest value within the last six months / year; dividend, date for the dividend, ...

To see your wins or loss for investments, you have the performance reports.

The total win or loss is a pending feature. We have to come up with a sound method to calculate that for investments that have different life spans, amounts, etc, and not all methods allow for a fair comparison among investments. The last I would like to do is misdirect someone about the performance of investments. Better no advice, than ill advice.

The rest of the features are sound ideas, I will keep them in mind when we revisit the investment reports.

Hey all,

First off, thanks again for the great program! I have a suggestion for a feature: a "remove unused payees" option.

I do lots of online banking, and my "Payees" section often gets junked up with lots of payees that were automatically created by an OFX download (like ATM SANIBEL 7788382), which I reassign manually to other items. What would be a great help for me is, say, a menu option to have KMyMoney search through the list of Payees and remove any of them that don't have any transactions associated with them.

Also, there could be some use for heuristic or regular-expression-based auto-guessing of payees, if there isn't already. Say for example, my paychecks have payees in the form of "$COMPANYNAME $DATE_OF_CHECK", and KMyMoney saves each check as a new payee since the date is always different.

Anyway, sorry for the long post, but I would like to volunteer to create at least the "remove unused payees" feature. I already have the CVS version building on my machine and am decent with C++, though I would appreciate a few hints on where to look to insert new code and how to test/submit when I'm done. Thanks!

You should enable transaction matching, which allows to match those payee names to a single payee name of your choice. I haven't used it myself, but from what I heard it is very powerful. You have to use regular expressions, though, which can be a little hard at first if you are not used to them.

Hei Ku wrote:You should enable transaction matching, which allows to match those payee names to a single payee name of your choice. I haven't used it myself, but from what I heard it is very powerful. You have to use regular expressions, though, which can be a little hard at first if you are not used to them.

Are you talking about the option in the payees tab? If so, is there any way to select all payees and edit this option, or is there any way to enable it by default? I have probably about 500 payees already defined, and add more all the time, so the tab option might be a bit impractical....

I think the transaction matching is an option for the online accounts, not in the payee tabs.

Hei Ku wrote:I think the transaction matching is an option for the online accounts, not in the payee tabs.

Hmm, I can't seem to find it. I'm opening the account in the ledger, and looking in the Account->Edit Account->Online Settings tab. By the way, I'm using the builtin OFX download plugin, not the AqBanking plugin; is this the one you were referring to?

wolfemi1 wrote:Hmm, I can't seem to find it. I'm opening the account in the ledger, and looking in the Account->Edit Account->Online Settings tab. By the way, I'm using the builtin OFX download plugin, not the AqBanking plugin; is this the one you were referring to?

No, the transaction matching is a feature provided by KMyMoney, regardless of the plugin you are using. At least, I think so.

Allan, where are you? I could use your help here, because I don't use online banking myself.

wolfemi1 wrote:Hmm, I can't seem to find it. I'm opening the account in the ledger, and looking in the Account->Edit Account->Online Settings tab. By the way, I'm using the builtin OFX download plugin, not the AqBanking plugin; is this the one you were referring to?

You'll find the matching parameters with the payee regardless of any online account mapping as it would also be used for e.g. QIF file import.

ipwizard wrote:

wolfemi1 wrote:Hmm, I can't seem to find it. I'm opening the account in the ledger, and looking in the Account->Edit Account->Online Settings tab. By the way, I'm using the builtin OFX download plugin, not the AqBanking plugin; is this the one you were referring to?

You'll find the matching parameters with the payee regardless of any online account mapping as it would also be used for e.g. QIF file import.

Okay, thanks. I'll ask you the same question: Is there some way to get those parameters set on by default, or to do a "select all" on payees and set all the matching options on?

I think at this point you have to enable it on a one-by-one basis. But it is an interesting feature to keep in mind for the future.

Hello,

Thank you for opportunity to try your great software, it's working pretty nice for me. I'm just curious then the update will come? Waiting for answer.

Thanks, micky Simulation pret