https://bugs.kde.org/show_bug.cgi?id=407243
Bug ID: 407243
Summary: Ability to report on account "class" to enable
portfolio analysis
Product: kmymoney
Version: unspecified
Platform: Other
OS: Linux
Status: REPORTED
Severity: wishlist
Priority: NOR
Component: general
Assignee: kmymoney-de...@kde.org
Reporter: tonywbu...@gmail.com
Target Milestone: ---
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.
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