Hi, I'm using KMyMoney 4.6.1. I defined various scheduled transactions with a monthly due date, but when I open "Income and Expenses Forecast This Year" or any other report, these transaction are not listed at all or on a very irregular basis, for example in Jan and Dec although it is a monthly scheduled transaction.

Could you perhaps prepare a kmy file stripped of all important information or create a fake one which demonstrates the issue?

In that case devs could have a look at it.

I overread the KMY, does a XML suffice?

https://gist.github.com/1753776

Well, I could open that file with KMM 4.6.2 just now.
Since there are so many transaction in your file, perhaps you can tell us exemplarily which transaction you'd expect to see at a certain date, but can't find anywhere in the report.
To start with...

For example transaction T7, 27 credits each month, category "Tiere".
If I go to "Reports > Income and Expenses Forcast This Year" I would expect to see 27 credits listed under "Tiere" for each month, but it is only listed in Oct and Dec?

What do you see if you go to the Budgets view, right click your 2012 budget, select "Budget based on forecast" from the popup menu and check out transactions made for your to-be-stoned-animals?

At least in my case the 27 credits appear for months March onwards.

It looks as if your budget had been created initially for year 2011 or something like that...

Sorry for the late reply, very busy at the moment.

I deleted the old and created a new budget "Based on forecast".
As far as I can tell, the other reports seem to work as intended now, but the forecast "Income and Expenses this Year based on forecast" is still wrong (I did close and reopen it):

http://ompldr.org/vY3I4dQ
http://ompldr.org/vY3I4cA
http://ompldr.org/vY3I4bw

Thanks for your help

I don't really understood your problem but I'm going to ask:
What kind of Forecast do you use? AFAIK scheduled transactions are only considered by forecast if the forecast method is of type 'Scheduled and future transactions'.

Hi cristian, mkae & otacon

I would like to add comments wrt my own problems experienced with KMM's Forecast Reports. I use KMM v4.6.2 [KDE 4.8.00, Win7]. For me, the misbehaviour of the Forecast Reports appears to be identical to the symptoms already described by otacon... however i shall include some other info here in the hope that some of the difficulties previously expressed by cristian & mkae about understanding otacon's concerns, might be clarified now.

1. I use the "Forecast Method; Scheduled & Future Transactions" setting in "Configure - KMM".
2. I have setup a detailed Scheduled Transactions list, comprising multiple Expenses & Incomes with various Weekly, Fortnightly, Monthly, Quarterly & Annual frequencies.
3. As far as I can tell, the Forecast tab seems to correctly project my various Account future balances correctly based on the “Scheduled” Forecast Method.
4. I created an Annual Budget based on Forecast, & as far as I can tell [in the Budgets tab] it also seems to correctly project my various individual future Expenses & Incomes items correctly based on my “Scheduled Transactions” list.
5. When I run the Report for Yearly Budget, based on this Annual Budget from Forecast, it seems to show all the correct individual Expenses & Incomes items at the correct frequency intervals as per my Schedule.
6. However, every time that I run the “Forecast By Month” [Income & Expenses] or “Income and Expenses Forecast This Year” reports, just like I believe otacon also experienced, the output is demonstrably wrong. Specifically it omits not all, but *most*, of the scheduled Income & Expenses items. Here’s a representative example: my salary is scheduled Monthly, but both these “Forecast” Reports simply show “$0” for each month this year except Dec.
7. Is this a bug? Any ideas how to resolve it please?
Thanks. Steffie.

I see now what you mean, steffie.
I can reproduce that with otacon's file.
All reports seem fine, in my case BTW also the "Forecast by month", except the "Income and Expenses Forecast This Year". In the latter there are almost everywhere only zeros...

This is very odd. I couldn't find a different setting in the report configuration which might be causing this... Looks like this requires a little debugging!

mkae wrote:reports seem fine, in my case BTW also the "Forecast by month",

Hi mkae .. phew, heehee, i'm "pleased" that you've been able to independently validate this problem, though perversely i'd have preferred to have found that KMM's fine & it's all my fault for misconfiguring the report! I am surprised however that as per the quote, 1 of the 2 offending reports does actually behave for you.

Is the fact that we've raised & canvassed this issue here, sufficient to now launch a debugging process, or should i formally reproduce my previous Post's info in Bugzilla?

Ta. Steffie.

One should file this as a bug at bugs.kde.org, you are right.

You should also attach the file supplied by otacon.

All descriptions should be made in reference to that file. (If you observe different behavior for one of your files you should supply that as well and describe your findings.)

Filing this on b.k.o. makes sure it won't be forgotten.

Thanks for your perseverance, steffie!

(Leave a link to the b.k.o. issue here in the thread if you're done with it. I'll try to reproduce your findings and add mine as well.)

Hi mkae. I've been off the air for several days, but back now & have just logged this problem as agreed, per https://bugs.kde.org/show_bug.cgi?id=295239 .

From your experience, would you think a likely timeline for solution might be days, weeks, months or years, b4 someone would have time & motivation to attack it?

Steffie.

Just now I saw your yesterday's ticket popping up on the KMM's mailing list. Noone would be able to give you a timeline for a solution, I am afraid, but since your description is well done and one of the devs is interested him/herself in fixing it, your chances might be good. Sorry, that I am myself currently not enough proficient in KMM's code to be of any help there, not to mention my own lack of time.