https://bugs.kde.org/show_bug.cgi?id=293728
Summary: Support for Accounts in Budgeting
Product: kmymoney4
Version: 4.5.3
Platform: Ubuntu Packages
OS/Version: Linux
Status: UNCONFIRMED
Severity: wishlist
Priority: NOR
Component: general
AssignedTo: kmymoney-devel@kde.org
ReportedBy: schlat...@phys.ethz.ch
Version: 4.5.3 (using KDE 4.7.4)
OS: Linux
I would like to see support for accounts in Budgets (in addition to income and
expenses). This would enable forecasting category *and* account balances based
on budget. Additionally, account budgeting is interesting for several reasons:
- Accounts can differ strongly in liquidity: The account "Pension fund", e.g.,
can be pretty similar to an expense category from a budgeting point of view.
- Accounts differ in interest rates: One may want to budget transactions for
optimum interest
- Tax reasons: Transfers to some accounts may be tax deductible in some
countries (e.g., "Pension Fund")
- ...
This feature could - for example - be implemented as follows:
In addition to the already present "Income" and "Expense" categories, there
would be also a list of all accounts. Similar to income and expense, the user
would set the total change (positive or negative) for each account.
Of course, this adds a constraint: The sum over all posts in the budget needs
to be zero (sum(income) - sum(expense) - sum(accounts) = 0). This could be
handled, e.g., by automatically assigning the imbalance (if any) to a special
category (such as "imbalance" or "uncategorized").
Reproducible: Always
Expected Results:
See details.
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