https://bugs.kde.org/show_bug.cgi?id=323482
Bug ID: 323482
Summary: Wishlist: separate field for taxCategory which can be
sorted and searched and reported.
Classification: Unclassified
Product: kmymoney4
Version: 4.6.3
Platform: MS Windows
OS: MS Windows
Status: UNCONFIRMED
Severity: wishlist
Priority: NOR
Component: general
Assignee: kmymoney-devel@kde.org
Reporter: m...@ms0.info
KMyMoney is a fabulous product, and I have chosen it over Quicken (too
expensive, quits working after 3 years), GNUcash (less payee matching features,
and lacks automated downloading and importing of all accounts with a single
click), and Nola Pro(far behind in features). Thank you for your tremendous
development effort.
A.) The only limitation that affects me compared to Quicken which offers a
work around for this feature missing in KMyMoney is the absence of a separate
database field for taxCategory (separate from Category, which I use instead for
BudgetCategory). In Quicken you can get around this by using Category for
budget categories, and Class for tax categories.
Useful examples showing the distinction, together with Quicken 2005
nomenclature (Quicken separates category field from class fields with a double
colon):
Category(budget related)::Class: (tax related)
Income:SelfEmploymentNewspaperDelivery::1040ScheduleC:Income
Income:SelfEmploymentLemonadeStand::1040ScheduleC:Income
Expense:SelfEmployment:ComputerToDoTaxReturns::1040ScheduleC:Expense:Depreciation
Using Quicken, I can separately run reports subtotaling my Classes(tax related)
to pay my taxes, and then separately run reports subtotalling my
Catagories(budget related) to see if I should quit my money losing newspaper
route and open two more money making lemonade stands if my report should show
that.
Lacking separately queriable, sortable, reportable field for budget categories
and tax categories in KMyMoney creates some time consuming necessity to export
reports to CSV spreadsheets and do some difficult post processing parsing of
the fields to resort and re-subtotal separate budgetCategories and
taxCategories.
B.) In the reporting feature, KMyMoney only allows subtotaling by the first and
last branches of the category trees, but not by user settable intermediate
branchpoints, which is a feature in GNUcash that would be useful in KMyMoney.
Thank you for your consideration. I love your program!
Reproducible: Always
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