https://bugs.kde.org/show_bug.cgi?id=451921
Bug ID: 451921
Summary: Capital gains report should allow including closed
accounts
Product: kmymoney
Version: 5.1.2
Platform: Other
OS: Linux
Status: REPORTED
Severity: wishlist
Priority: NOR
Component: reports
Assignee: kmymoney-devel@kde.org
Reporter: zoltan1...@gmail.com
Target Milestone: ---
SUMMARY
For tax calculation purposes, it is useful to generate a report about capital
gains realized in the previous year. However, by that time, the affected
accounts could be closed. The capital gains from those closed accounts are
still relevant though and should be included in the report. Currently they are
omitted, even when the "show all accounts" setting is enabled in the view menu.
I would suggest adapting one of the following behaviors:
- Respect the "show all accounts" setting of the view menu. (Personally I don't
like this option too much, because it still makes it easy to accidentally omit
closed accounts, but it at least makes it possible to include them.)
- Have a separate setting in the report configuration that allows including
closed accounts and make it default to yes.
- Include closed accounts in the capital gains report unconditionally. (For
unrealized capital gains there won't be anything to include from closed
accounts and for realized gains it makes sense to include closed accounts.)
STEPS TO REPRODUCE
1. Create a pair of investment transactions that produces capital gain.
2. Close the account.
3. Generate a report of realized capital gains.
OBSERVED RESULT
Capital gains are not shown for the closed account.
EXPECTED RESULT
Capital gains should be shown for the closed account.
ADDITIONAL INFORMATION
Thanks for the great software! :)
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