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Cannot import my KMyMoney data.

User avatar smankowski
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Re: Cannot import my KMyMoney data.

Mon Feb 04, 2019 8:00 pm
steffie wrote:Hello Stephane

I noticed 2 relatively minor problems today.

steffie wrote [Dashboard - Scheduled Operations widget]:
b. Now that we can choose an extended range in this widget [thank you!], a previously hidden bug or design-omission is now exposed. Short-periodicity scheduled operations [eg, Weekly] that occur with at least two instances in the range [eg, 15 days], show only their initial occurrence. KMM's Home page's Future Payments section does the calculations & displays each event that falls due in the range. Hence atm the way Skrooge displays these is slightly misleading.

Fixed.

Thank you for fixing it, but though the later iterations of the applicable operations now do show in this widget's list, they break the chronological sequence, as per my picture. Is it possible pls to re-sort this list into chronological sequence after you generate those other iterations?
Image

Fixed.
steffie wrote:2. `Dashboard - Highlighted Operations widget` -- somehow i think i previously overlooked actually clicking the hyperlinks, but today i tried them. Currently i have 2 items in here. Both links jump to the wrong page. They each go to:
Image
...whereas they should go to:
Image
Actually, ideally, i'd like the jumps to go to my corresponding 2 items on my Scheduled Operations page, but for some reason i'm unable to add the `Highlighted` column there, so i had instead highlighted the applicable Template items associated with those schedules. Whatever, those hyperlinks do not take me to the correct page/place, which is confusing & reduces the benefit of me using that Highlighted Operations widget.

The "Highlighted Operations" widget is done to display the highlighted operations, not the scheduled operations.
I did a fix to remove "template" from the list.
When you click on a highlighted operation, you should have the "Operation" page with only one operation.
In you case, the table is empty because the clicked operation is a "template".

Regards.


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steffie
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Re: Cannot import my KMyMoney data.

Thu Feb 07, 2019 10:22 am
Thanks for that fix, & also for the explanation. It seems to me then that my expectation of how i might use the Highlighted Operations widget was incorrect... atm anyway it is only certain individual Scheduled Ops [ie, future Ops that i feel to be especially significant] that i'd like highlighted [= a nice visual reminder for me each time i see the Dashboard], NOT historic already-entered Operations. Oh well.

You might recall that an important outstanding problem i mentioned a while back was that the Charts on the Accounts page are badly wrong, & you asked me to send you my data so you can investigate. Tonight i analysed this problem in more detail, & i believe i have deduced the error. Whereas your actual dedicated Reports page lets me select to include Transfers if i want [which i DO, as most of my accounts historically have involved LOTS of transfers], your Accounts page charts do not let me include Transfers, hence they are excluded, which makes all those charts wrong. On the Reports page, when i build my charts manually, if i include Transfers then the charts are correct... but if i deselect Transfers, the charts become wrong AND then look identical to those Accounts page charts. So if you pls can adjust your coding to let users choose to also include Transfers on the Accounts page, i think the error will vanish. :o

Of course i realise that your analysis of my complaints about the complexity of building reports generally, & how to make Forecast charts specifically, will be complex because it will likely have severe implications for some basic design concepts of your program, but i remain extremely interested to learn eventually what you decide.

As usual, once you make your latest Commits, i'd love to download & build it pls.
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Re: Cannot import my KMyMoney data.

Fri Feb 08, 2019 5:40 pm
Hi Steffie,

The new version is here: https://filedn.com/lfh5wtnkbtUFtBhIeKEr ... 7.5.tar.xz

04abba7273db4fc0a0832fba6dbd53d61c12301d904427d0eb9d1c8d19656d30 skrooge-2.17.5.tar.xz
48d3f8564d4dc8a9c0d2451d1a30abc5ed5d7f67ac889cfe2d4f91a6cb999e2e skrooge-2.17.5.tar.xz.sig

Regards.


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steffie
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Re: Cannot import my KMyMoney data.

Sat Feb 09, 2019 3:20 am
Hi Stephane

Thanks. It built & runs fine. I can see it incorporates the two changes from your recent "Posted: Tue Feb 05, 2019 7:00 am", but unfortunately it doesn't accommodate either:

1. {from "Posted: Sun Feb 03, 2019 11:43 pm"}:
steffie wrote:I don't suppose you have any idea if/when you might also be able to incorporate a solution for this minor issue, do you? viewtopic.php?f=210&t=136143&p=410288#p410288.


2. My latest post {from "Posted: Thu Feb 07, 2019 9:22 pm"}:
So if you pls can adjust your coding to let users choose to also include Transfers on the Accounts page, i think the error will vanish


Actually you've made no comment on those matters; what are your thoughts on them please? :)
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Re: Cannot import my KMyMoney data.

Sat Feb 09, 2019 12:17 pm
Hi Steffie,

The new version is here: https://filedn.com/lfh5wtnkbtUFtBhIeKEr ... 7.6.tar.xz

3284b77b314c306b5b6f9105327397945eb5d56a6fc625d41c669af49426cdfe skrooge-2.17.6.tar.xz
fade17dbba7ea74297d7922b075700cfc04d1229eadbce6e26517185154b7121 skrooge-2.17.6.tar.xz.sig

You can use the contextual menu on graph to enable/disable transfers.

Regards.


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steffie
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Re: Cannot import my KMyMoney data.

Sat Feb 09, 2019 2:23 pm
Thanks Stephane

Oooooh, it's soooooo close now! ;)

Now that i can include Transfers [thanks], the Accounts page's Charts are really really close to being 100% correct. For accounts whose operations occurred ~ >monthly, the new Account chart pretty much agrees with my manual Report Chart for that account [in which i use Column "Date" to provide the finest granularity]. Unfortunately however, for accounts whose operations occurred <monthly, i believe an Aliasing Error is occurring [as per Sampling Theory]. To illustrate:

Here's my Current [Savings] account, which is like a daily transaction-type account, & it has very frequent operations historically [often daily, otherwise weekly, as well as monthly etc]. This manual report chart matches "reality", & therefore also agrees with KMM:
Image

This alternative manual report chart is the same account, but with the Columns changed to Month; you can see that because the sampling interval is now > the data-change frequency, an aliasing error results that distorts the perception of the data:
Image

And here is your modified Accounts page chart for the same account:
Image

As far as i can see the last two charts look the same, ergo implying that your Accounts page charts are defaulting to Column = Month. Sooooo, i expect that all my complaints have already caused you to have to make the Accounts page charts more complicated than you'd prefer, but... would you be agreeable to even a bit more complexity by either changing the default to "Date", or adding all the Column options as yet another context-menu item?

I'm going to bed now, but tomorrow will investigate your separate topic reply about the icons [note, i already do use Oxygen icons, but not the actual Oxygen theme, so that might be a factor]. I'll reply in that other topic.
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Re: Cannot import my KMyMoney data.

Sun Feb 10, 2019 7:42 pm
Hi Steffie,

The new version is here: https://filedn.com/lfh5wtnkbtUFtBhIeKEr ... 7.7.tar.xz

d20d1db62b8a08229fb4fec4e8a778a3866422f89b18cf64a20d3995e25d1c18 skrooge-2.17.7.tar.xz
e8023ad9b8b8f7b11951038ecad0a5f17406667f62260578c3fb36355b259abb skrooge-2.17.7.tar.xz.sig

You can use the contextual menu on graph to select "Days", "Weeks", "Months", ...

Regards.


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steffie
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Re: Cannot import my KMyMoney data.

Mon Feb 11, 2019 7:29 am
Excellent, Stephane, really excellent :)

Thanks so much for so agreeably incorporating my plethora of fixes & enhancements over the past few weeks -- your attitude is just wonderful.

Even though, as you know, i still have concerns about Skrooge's reports, & some minor matters like the tiny size of the Comments field, i am overall now just completely captivated by your great program, & it's now a certainty that Skrooge becomes my new default finance package. The only question on that, still in my mind, is when will i have completed replicating [as close as currently possible in Skrooge] all of my many custom reports & charts from KMM. Once / if i get to that point, i'll be able to stop using both KMM & Skrooge in parallel, & only run Skrooge alone.

I look forward to seeing & enjoying the future features & enhancements you might over time decide to add to Skrooge.

Cheers,
Steffie

 
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