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KMyMoney 5.0 :- Produce a report based on account type

tburke
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Hi,

I track a number of accounts within KMyMoney and wish to produce an overall net worth report showing how the monies are invested
e.g a pie chart showing region:- USA:Asia:Europe
e.g. a pie chart showing risk:- high:medium:low
e.g. a pie chart showing asset class :- Equity:Cash:Property

Each account would need to be categorised in 3 ways... e.g. USA:Low:Cash

Currently, I am maintaining a parallel Net Worth within a spreadsheet; producing the required reports as needed. This creates more work and there is always the risk of a discrepancy between the two systems.

Within KmyMoney, I have been investigating using TAGs but cannot see how to graph based on tags. Also, the tagging seems to be at transaction level rather than account level; this would make it quite labourious to (re-)create the tags for each transaction.

Has anyone come across this challenge before?

Tony
KmyMoney Version 5.0.0
tburke
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I am tempted to request this feature for consideration for a future release.

How do I do that please? Also, how do the developers rank the various requests?

Thanks, Tony
User avatar ipwizard
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Feature requests are tracked on the bug tracker with a severity of wishlist. Make sure to setup the severity when you enter the item.

About the ranking: there is no official procedure (at least I don't know). Easy ones we probably do on the fly, more complex ones need time and a dev that has nothing else to do. The latter seems to be a scarce species in open source development :D


ipwizard, proud to be a member of the KMyMoney forum since its beginning. :-D
openSuSE Leap 15.0 64bit, KF5
tburke
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Thanks, I have posted a wishlist... hopefully correctly!
User avatar ipwizard
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Your entry looks good to me. Thanks.


ipwizard, proud to be a member of the KMyMoney forum since its beginning. :-D
openSuSE Leap 15.0 64bit, KF5

 
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