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Scheduled Information Reports

capemayal
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Scheduled Information Reports

Tue Feb 12, 2019 5:03 pm
I successfully got KM 5.0.3 installed on Ubuntu 18.04

The scheduled summary information reports do not show any amounts of money.

The information given is helpful, but given the number of scheduled transactions it is helpful to have money amounts for each with totals for the entire list, by category transfers, income, bills.

Is there anyway to achieve this?

Thanks,
Al
cschroder
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Re: Scheduled Information Reports

Fri May 01, 2020 6:38 pm
Hello! Happy KMyMoney user here, who also wishes for a feature like this. I would like to see the total of all scheduled payments by my selected date, for example next week, next two weeks, next 30 days. The existing Scheduled Payment reports do not show the actual payment amounts. I tried tweaking other reports and could not get the results I want. I want to see totals so I know that, for example, in two weeks I have $1000 total scheduled payments due, in 30 days $2000...you get the idea.

Is there any chance of creating this feature? What would it take to make it happen? I can't write the code, but I can make encouraging comments and donate some money.

(using KMM 5.0.0 on Ubuntu 18.04.4)
User avatar ipwizard
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Re: Scheduled Information Reports

Sat May 02, 2020 8:37 am
No need to do any of that (thanks for the offer though): Upgrade to at least 5.0.7:

Code: Select all
commit acf951afa3e2d716802e298efa660b0d55ef3152
Author: Thomas Baumgart <[email protected]>
Date:   Sat Sep 21 14:52:37 2019 +0200

    Improve schedule information report
   
    Don't show the splits twice and for a simple transaction only show one
    line.
   
    BUG: 395977
    FIXED-IN: 5.0.7

commit a7a1d723353407aa2addec864f85d70a0d941d7b
Author: Thomas Baumgart <[email protected]>
Date:   Sat Sep 21 14:47:27 2019 +0200

    Show amount in schedule reports
   
    BUG: 407072
    FIXED-IN: 5.0.7

Hope that helps.


ipwizard, proud to be a member of the KMyMoney forum since its beginning. :-D
openSuSE Leap 15.1 64bit, KF5
cschroder
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Re: Scheduled Information Reports

Wed May 06, 2020 1:41 am
I now have 5.08. It is perty ;D The Schedule Information reports show the numbers, and I can export the reports to LibreOffice Calc for further tweaks.
capemayal
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Re: Scheduled Information Reports

Mon May 11, 2020 9:08 pm
I also have 5.0.8

Yes, the report does show an amount/value for each line item.

It would be very helpful, for me, to have the sub-totals for each section - bills, income, transfers, with a total for the complete line items - ( income - Bills - transfers = net)

The feature is available in previous versions, up to 4.0.6 / Ubuntu 16.04

After that, the feature went away.

In the most recent versions there no values for each line item, but that's been corrected.

Al

 
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