[kmymoney] [Bug 468075] New: Closing Investment Accounts causes program crash

2023-04-02 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=468075

Bug ID: 468075
   Summary: Closing Investment Accounts causes program crash
Classification: Applications
   Product: kmymoney
   Version: 5.1.3
  Platform: Ubuntu
OS: Linux
Status: REPORTED
  Severity: crash
  Priority: NOR
 Component: general
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
Closing Investment account causes program crash
NOTE: If you are reporting a crash, please try to attach a backtrace with debug
symbols.
See
https://community.kde.org/Guidelines_and_HOWTOs/Debugging/How_to_create_useful_crash_reports
I have removed all securities from an investment account and sub-accounts and
added the same securities to a new investment account, with similar
sub-accounts. I used the entry of a symbol for security without a name to
ensure same security was added to the new sub-accounts. I tried to close the
various sub-accounts and all attempts to any of the sub-accounts result in
program crashing. I get a segmentation fault.

I can successfully re-open and re-close non-investment accounts (ie: bank
accounts)


STEPS TO REPRODUCE
1.  Go to Security account or investment sub-account
2.  Make sure there are no balances or schedules for items
3.  Close account

OBSERVED RESULT
Program crashes

EXPECTED RESULT


SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version:  5.103.0
Qt Version: 5.15.8 (built against 5.15.8)

ADDITIONAL INFORMATION
System:
  Kernel: 5.15.0-69-generic x86_64 bits: 64 compiler: gcc v: 11.3.0 Desktop:
Cinnamon 5.6.8

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[kmymoney] [Bug 465707] Menu bar items not working

2023-03-02 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=465707

--- Comment #4 from Mark Medoff  ---
Jack

I tried full path with appimage. I went to console and did a "whereis" to
confirm path for gnome-calculator. I copied that path and pasted it into
settings for program.
Got the below error when I tried to use calculator from menu bar:

[image: image.png]

I then ran program from console as you suggested with full path in the
settings. Calculator worked fine from menu bar. I then removed the path
from the calculator setting and ran again from console. Calculator ran fine
without path from menu bar with console.

Hope that will help you figure out what the problem is.

Mark

On Wed, Mar 1, 2023 at 11:13 AM Jack  wrote:

> https://bugs.kde.org/show_bug.cgi?id=465707
>
> Jack  changed:
>
>What|Removed |Added
>
> 
>  CC|
> |ostroffjh@users.sourceforge
>||.net
>
> --- Comment #3 from Jack  ---
> Just a guess, but try putting in the full path to gnome-calculator.  Also,
> is
> there any console output when you get that error?
>
> --
> You are receiving this mail because:
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[kmymoney] [Bug 465707] Menu bar items not working

2023-03-01 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=465707

--- Comment #2 from Mark Medoff  ---
I downloaded the latest appimage (408) for linux and tried the calculator
from the menu.
I now get the below dialog box which I never got before, but calculator
still doesn't launch from menu but does when the same command is given in
Terminal.

[image: image.png]

Mark

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[kmymoney] [Bug 465707] New: Menu bar items not working

2023-02-14 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=465707

Bug ID: 465707
   Summary: Menu bar items not working
Classification: Applications
   Product: kmymoney
   Version: 5.1.3
  Platform: Mint (Ubuntu based)
OS: Linux
Status: REPORTED
  Severity: normal
  Priority: NOR
 Component: general
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
Calculator and Report A Bug don't launch from menu bar
NOTE: If you are reporting a crash, please try to attach a backtrace with debug
symbols.
See
https://community.kde.org/Guidelines_and_HOWTOs/Debugging/How_to_create_useful_crash_reports
In settings, I have set gnome-calculator as my default calculator in the
program. It will not launch. Help > Report A Bug launches Chrome and then
instantly crashes Chrome.


STEPS TO REPRODUCE
1.  Set gnome-calculator in Settings
2. Click on calculator in Menu Bar
3. 

OBSERVED RESULT
Calculator doesn't launch
If I type gnome-calculator in Terminal, Calculator launches as expected.

EXPECTED RESULT
KMyMoney Menu Bar used to launch Calculator correctly in Linux Mint. It no
longer does.
Report a bug from help menu used to properly launch Chrome and sent to this
site to report bugs. It no longer does.

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma:  Linux Mint 21.1
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: Version 5.102.0
Qt Version: 
Version 5.15.8 (built against 5.15.8)

ADDITIONAL INFORMATION
KMyMoney
Version 5.1.3-bff48dab5

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[kmymoney] [Bug 461288] New: Next scheduled loan due date changes to wrong date

2022-11-01 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=461288

Bug ID: 461288
   Summary: Next scheduled loan due date changes to wrong date
Classification: Applications
   Product: kmymoney
   Version: 5.1.3
  Platform: Mint (Ubuntu based)
OS: Linux
Status: REPORTED
  Severity: critical
  Priority: NOR
 Component: general
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
My scheduled loan has been properly working since I started using KMy$ several
years ago. In the last couple of months since updating to the latest appimages,
I have had a problem that the next scheduled loan date changes to an incorrect
date after entering the latest payment.
My loan was set up with an initial loan date on the 18th of the month and
payments due on the first of each month. This worked correctly for over 2 years
and then recently changed that after I enter a payment on the first of the
month, the next payment is now scheduled for the 18th of the following month. I
can save my file as an xml file and change the scheduled payment for the next
month and it will display correctly in KMy$ but after I enter the scheduled
transaction on the first of the month, it reverts to the 18th of the month for
future months again.

NOTE: If you are reporting a crash, please try to attach a backtrace with debug
symbols.
See
https://community.kde.org/Guidelines_and_HOWTOs/Debugging/How_to_create_useful_crash_reports
***


STEPS TO REPRODUCE
1.  Create a loan on the 18th of the month.
2.  Schedule payment on the first of month
3.  Enter payment on the first of month

OBSERVED RESULT
Future scheduled payments schedule on 18th of month

EXPECTED RESULT
Future payments should remain on 1st of month

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: Version 5.98.0
Qt Version: Version 5.15.5 (built against 5.15.5)

ADDITIONAL INFORMATION
currently using appimage 5.1-271

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[kmymoney] [Bug 453351] Number Field Not Maintained on Transfers

2022-05-04 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=453351

Mark Medoff  changed:

   What|Removed |Added

 CC||markm10...@gmail.com

--- Comment #5 from Mark Medoff  ---
I also find this a problem. I will enter EFT or ACH in number field to show it
is an electronic transfer between accounts. The "from" account maintains the
correct code in number field but the "to" account will show the next available
numeric value instead of the alphanumeric EFT or ACH code.

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[kmymoney] [Bug 452432] New: Filters on "Schedule Information" Report don't work

2022-04-09 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=452432

Bug ID: 452432
   Summary: Filters on "Schedule Information" Report don't work
   Product: kmymoney
   Version: unspecified
  Platform: Mint (Ubuntu based)
OS: Linux
Status: REPORTED
  Severity: normal
  Priority: NOR
 Component: reports
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
Filtering the Default Report of "Schedule Information" in the Information
section doesn't work


STEPS TO REPRODUCE
1. Select report
2. Run report
3. Filter by Category or Payee

OBSERVED RESULT
Report ignores filters


EXPECTED RESULT
Report should only show filtered results

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 5.1.2-be30495a4
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: Version 5.92.0
Qt Version: Version 5.15.2 (built against 5.15.2)

ADDITIONAL INFORMATION

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[kmymoney] [Bug 437726] Add specific day of a week for Scheduler to run

2022-03-17 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=437726

Mark Medoff  changed:

   What|Removed |Added

 CC||markm10...@gmail.com

--- Comment #1 from Mark Medoff  ---
I have a similar need. For example, I have a scheduled transaction that posts
on the third Wednesday of the month.

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[kmymoney] [Bug 451392] New: Capital Gains report lists wrong cost value when purchase is in foreign currency

2022-03-11 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=451392

Bug ID: 451392
   Summary: Capital Gains report lists wrong cost value when
purchase is in foreign currency
   Product: kmymoney
   Version: 5.1.2
  Platform: Mint (Ubuntu based)
OS: Linux
Status: REPORTED
  Severity: major
  Priority: NOR
 Component: reports
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
My Brokerage account and investments are in local currency (US$) with one
exception. One investment was purchased in a foreign currency (JPY) and that
investment account is designated in JPY. When I run the Capital Gains report
(for investments I still own), it lists the correct market value for the JPY
investment but cost is wrong. It appears to have divided the cost in JPY twice
by the US$ to JPY rate. In this case, correct cost per share is $52.24 (5550
JPY @ 106.2392 JPY/USD) but the program reports a cost of $0.49. Reviewing
Price pairs, only the correct price pair of USD -> JPY = 106.2392 exists for
that date. There is no JPY -> USD pair that might conflict. Investment Ledger
also shows all amounts correctly.


STEPS TO REPRODUCE
1.  Setup a foreign currency investment account
2.  Purchase an investment in the foreign currency
3.  Run Capital Gains report for owned investments

OBSERVED RESULT
Market value of foreign currency is correctly displayed in local currency but
cost is wrong

EXPECTED RESULT
Cost should be calculated correctly in local currency

SOFTWARE/OS VERSIONS

(available in About System) 
KDE Frameworks 
Version 5.91.0

Qt 
Version 5.15.2 (built against 5.15.2)

ADDITIONAL INFORMATION

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[kmymoney] [Bug 451243] New: Offer option to display price's date in Investment's table view

2022-03-07 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=451243

Bug ID: 451243
   Summary: Offer option to display price's date in Investment's
table view
   Product: kmymoney
   Version: 5.1.2
  Platform: Appimage
OS: Linux
Status: REPORTED
  Severity: wishlist
  Priority: NOR
 Component: general
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
The Investments view --> Equities tab allows the optional fields to be
displayed for:
Symbol, Value, Quantity and Price by right clicking on the header bar and
checking the appropriate fields.

It would be very helpful if when Price is selected to be displayed, it also
showed the Date associated with the Price being displayed.

I like to see which Price is being used as sometimes they come from manual
price entry and sometimes they are from transaction entries. I also use this
area to enter month end prices manually from statements and the date displayed
would help confirm that I correctly changed the date in the manual price entry.

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[kmymoney] [Bug 450965] Please add Functionality to Scheduled Transactions

2022-03-06 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=450965

--- Comment #3 from Mark Medoff  ---
Thank you for the prompt reply.
I am using Linux Version 5.1.2-dcb4ef208.

I find the issue still exists in this version:
If I create a new scheduled transaction and don't select the "Write Check"
from the pull-down, the check number box does not appear; BUT if I have
previously created a scheduled transaction and I edit it, the check number
box still appears even if the "Write Check" option is not selected and any
data put in the check number box is lost.

If I change my scheduled transaction to "Write Check", the program will
allow me to edit the transaction and will save any info in the check number
box, you advised.
Question: if non-numeric data is put into check number box, will the
program somehow increment it for the following transaction? Also note that
when I put a non-numeric value in check number on a transfer scheduled
transaction, it uses the non-numeric value for half the transfer and uses
the next numeric value for the other half of the transfer. I think it
should use the same non-numeric value for both parts of the transfer.

Thanks,
Mark Medoff

On Sun, Mar 6, 2022 at 2:16 AM Thomas Baumgart 
wrote:

> https://bugs.kde.org/show_bug.cgi?id=450965
>
> Thomas Baumgart  changed:
>
>What|Removed |Added
>
> 
>  Resolution|--- |FIXED
>   Latest Commit||
> https://invent.kde.org/offi
>|
> |ce/kmymoney/commit/0ec67b8e
>|
> |e535ab0bedcee16bd5f2ec3491f
>||e3fa9
>Version Fixed In||5.1.3
>  Status|REPORTED|RESOLVED
>
> --- Comment #2 from Thomas Baumgart  ---
> Git commit 0ec67b8ee535ab0bedcee16bd5f2ec3491fe3fa9 by Thomas Baumgart.
> Committed on 06/03/2022 at 07:14.
> Pushed by tbaumgart into branch '5.1'.
>
> Maintain information in number field of schedules
>
> The number field in schedules was cleared out when the payment method
> was not 'write check'. This limitation has been removed.
> FIXED-IN: 5.1.3
>
> M  +0-28   kmymoney/dialogs/keditscheduledlg.cpp
> M  +0-1kmymoney/dialogs/keditscheduledlg.h
> M  +0-6kmymoney/dialogs/kenterscheduledlg.cpp
>
>
> https://invent.kde.org/office/kmymoney/commit/0ec67b8ee535ab0bedcee16bd5f2ec3491fe3fa9
>
> --
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[kmymoney] [Bug 450965] Please add Functionality to Scheduled Transactions

2022-03-05 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=450965

Mark Medoff  changed:

   What|Removed |Added

 CC||markm10...@gmail.com

--- Comment #1 from Mark Medoff  ---
This is also very important for me. I use that field in a way similar to how it
was used in Quicken and I put ACH, EFT, BILLPAY, etc in it.
KMyMoney treats the field very inconsistently:
1) If anything is entered in the field in the Scheduled Transactions view, it
appears to be accepted; but in fact, the data is ignored.
2) If anything is entered in the field in the Home View when entering the
scheduled transaction, the data is accepted and a dialog box appears asking if
you want to save the change for future scheduled transactions. Selecting yes
saves the change. NOTE: if you return to Scheduled Transactions view and make
any change to that schedule, such as to the amount, the data is the Number
field is lost without any warning. Also, when you go to the Scheduled
Transaction view and look at a schedule that did have data saved in the Number
field previously, the field is displayed "blank" so there is no indication that
data is in the field and will be lost during a subsequent edit.
3) It would be nice if Reports allowed Organize By to be set for the Number
field as it can contain useful info beside just a number.

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[kmymoney] [Bug 261849] Report drill down feature

2022-03-01 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=261849

Mark Medoff  changed:

   What|Removed |Added

 CC||markm10...@gmail.com

--- Comment #1 from Mark Medoff  ---
Quickbooks implements this feature very well. Something similar in KMyMoney
would be terrific.

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[kmymoney] [Bug 432642] Changing Reports "Filter By" changes Totals values

2021-12-04 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=432642

--- Comment #2 from Mark Medoff  ---
Jack

Here are the details of the problem:
I live in the US. If I buy shares in a foreign-country based company, by
law, my broker must withhold 10% of any dividends paid by that company for
foreign taxes.
So, for example, if I buy stock in Foreign Company and it pays a $100
dividend, I have the $100 dividend reported for tax purposes, I have $10 in
foreign taxes withheld and that amount is also reported for tax purposes,
and I get $90 net posted to my account as cash. At year end, I need to be
able to report on the gross amount of dividends = $100 and foreign taxes
paid = $10.

I enter the transaction into KMY$ in the brokerage stocks account as a
split transaction:
Activity=Dividend
Account=Brokerage account
Fees=Foreign Taxes Paid:appropriate country = $10
Interest=Ordinary Dividends = $100

KMy$ shows the transaction in the ledger box on the right as:
Fee Amount=$10
Interest=$100
Total=$90

When I run an Investment Transactions Report:
1. If I check to hide splits, I see the net amount ($90) listed with action
Dividend. That is a wrong amount to report. I would want the $100 actual
total dividend reported as Dividend if I hide splits.

2. The only way I can get the report needed for tax purposes is to run the
Investment Transactions report and:
Filter to select only accounts I think I paid foreign taxes on,
Show accounts
Organize by Categories
This is an in-elegant solution, since I either have to remember which
investments (accounts) may have paid a dividend subject to foreign taxes,
or I have to run an individual report for each account (investment) and see
if it shows foreign taxes paid.

My goal was to create a report that would correspond to my brokerage
reporting which shows all gross dividends paid by investment and any
foreign taxes paid. The net actual cash posted to the account as reported
by KMy$ is meaningless for tax purposes.

Thanks for all the work you do on this program,
Mark


On Fri, Dec 3, 2021 at 8:48 PM Jack  wrote:

> https://bugs.kde.org/show_bug.cgi?id=432642
>
> Jack  changed:
>
>What|Removed |Added
>
> 
>  Status|REPORTED|NEEDSINFO
>  CC|
> |ostroffjh@users.sourceforge
>||.net
>  Resolution|--- |WAITINGFORINFO
>
> --- Comment #1 from Jack  ---
> It sounds like the change in what is displayed depends on
> including/excluding a
> category, or in this case a split from the transaction, and whether that's
> right or wrong might depend on what the report is trying to show.  Which
> exact
> report are you using, and do different transaction reports have the same
> behavior?  Also, on the report configuration dialog, on the Rows/Columns
> tab,
> does changing the value of the "Hide Split Transaction Details" checkbox
> make
> any difference
>
> --
> You are receiving this mail because:
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[kmymoney] [Bug 424097] 5.1.0 appimage crashes when manually adding security prices

2021-09-23 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424097

--- Comment #3 from Mark Medoff  ---
a little more information about the problem:

I originally created my KMy$ files by importing data from Quicken. I had
some crashing problems when I first started using the program. At one
point, I examined my new files and found a bunch of unmatched currency and
security transactions created during the initial import. I deleted these
transactions and the crashing when manually entering prices ceased.

On Thu, Sep 23, 2021 at 5:36 AM Thomas Baumgart 
wrote:

> https://bugs.kde.org/show_bug.cgi?id=424097
>
> Thomas Baumgart  changed:
>
>What|Removed |Added
>
> 
>  Status|REPORTED|NEEDSINFO
>  Resolution|--- |WAITINGFORINFO
>
> --- Comment #1 from Thomas Baumgart  ---
> Does this still happen with newer AppImage versions?
>
> --
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[kmymoney] [Bug 424097] 5.1.0 appimage crashes when manually adding security prices

2021-09-23 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424097

--- Comment #2 from Mark Medoff  ---
No. Newer AppImages do not crash when manually adding security prices.

Mark

On Thu, Sep 23, 2021 at 5:36 AM Thomas Baumgart 
wrote:

> https://bugs.kde.org/show_bug.cgi?id=424097
>
> Thomas Baumgart  changed:
>
>What|Removed |Added
>
> 
>  Status|REPORTED|NEEDSINFO
>  Resolution|--- |WAITINGFORINFO
>
> --- Comment #1 from Thomas Baumgart  ---
> Does this still happen with newer AppImage versions?
>
> --
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[kmymoney] [Bug 441426] New: Tag data not appearing on reports

2021-08-23 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=441426

Bug ID: 441426
   Summary: Tag data not appearing on reports
   Product: kmymoney
   Version: 5.1.2
  Platform: Appimage
OS: Linux
Status: REPORTED
  Severity: normal
  Priority: NOR
 Component: reports
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
TAG field does not show in reports unless report is organized by tags

STEPS TO REPRODUCE
1. select a report that is not organized by tags
2. select the tag field to display
3. run report

OBSERVED RESULT
There is a column added to report for tags but not data is displayed in the
column

EXPECTED RESULT
Tag data should display if the field is selected to display

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

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[kmymoney] [Bug 440485] New: Transaction Report by Tags doesn't generate Totals

2021-08-01 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=440485

Bug ID: 440485
   Summary: Transaction Report by Tags doesn't generate Totals
   Product: kmymoney
   Version: 5.1.2
  Platform: Appimage
OS: Linux
Status: REPORTED
  Severity: normal
  Priority: NOR
 Component: reports
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
Transaction Report by Tags doesn't generate Totals

STEPS TO REPRODUCE
1. Go to Reports tab
2. Select Transactions
3. Select Transactions by Tags

OBSERVED RESULT
There is not line for totals at end of report
Only way to see totals is to include Balance field in report

EXPECTED RESULT
End of report should display totals

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

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[kmymoney] [Bug 440220] New: Institution Liability account balances display in green as if they were positive amounts

2021-07-24 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=440220

Bug ID: 440220
   Summary: Institution Liability account balances display in
green as if they were positive amounts
   Product: kmymoney
   Version: 5.1.2
  Platform: Appimage
OS: Linux
Status: REPORTED
  Severity: minor
  Priority: NOR
 Component: general
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
When viewing the INSTITUTIONS tab, Liability account balances show in green and
should show in red

STEPS TO REPRODUCE
1. Create Asset and Liability accounts
2. Assign above accounts to same Institution
3. View Institution tab

OBSERVED RESULT
Both Asset and Liability accounts with Green text as if they are both positive
amounts. Total Balance for institution correctly appears in green or red
depending on whether it is positive or negative.

EXPECTED RESULT
Liability balances should appear in red text since they are negative numbers.

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

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[kmymoney] [Bug 434433] New: Suggestions for FISCAL YEAR handling

2021-03-15 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=434433

Bug ID: 434433
   Summary: Suggestions for FISCAL YEAR handling
   Product: kmymoney
   Version: 5.1.1
  Platform: Mint (Debian based)
OS: Linux
Status: REPORTED
  Severity: normal
  Priority: NOR
 Component: general
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
Fiscal year setting is a global setting. As has been previously reported, it
should really be a file specific setting. I maintain 2 different files and need
2 different fiscal year dates.

In addition, the DAY setting for the fiscal year is limited to a maximum value
of 28 regardless of month. This is ok only for February. All other months need
to be able to set a higher value.

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[kmymoney] [Bug 432734] New: Linux Report CSS has wrong fonts and doesn't make totals bold

2021-02-10 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=432734

Bug ID: 432734
   Summary: Linux Report CSS has wrong fonts and doesn't make
totals bold
   Product: kmymoney
   Version: 5.1.1
  Platform: Mint (Ubuntu based)
OS: Linux
Status: REPORTED
  Severity: normal
  Priority: NOR
 Component: reports
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

Created attachment 135556
  --> https://bugs.kde.org/attachment.cgi?id=135556&action=edit
Custom CSS used successfully with Linux Mint for fonts + bold

SUMMARY
The CSS supplied with Linux distros references Windows fonts and fails to make
Report sub-totals and totals Bold. There is an option to provide your own CSS
but there is no documentation what can or can't be in a CSS.

STEPS TO REPRODUCE
1. Open kmymoney.css and observe multiple references to font-family: verdana,
arial, helvetica, sans-serif;
2. 
3. 

OBSERVED RESULT
These fonts are not provided with Linux resulting in sub-optimal report
rendering.
Report sub-totals and totals are not bold, decreasing readability.

EXPECTED RESULT
Linux fonts should be specified for Linux versions of the program including
with the appimage.

Report sub-totals and totals should be bold.

See attached custom CSS used with Linux Mint.

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: Version 5.1.1-65ab93d
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: KDE Frameworks 5.51.0
Qt Version: Qt 5.11.3 (built against 5.11.3)

ADDITIONAL INFORMATION

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[kmymoney] [Bug 432733] New: Tax Transactions by Category lists non-tax flagged split transactions

2021-02-10 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=432733

Bug ID: 432733
   Summary: Tax Transactions by Category lists non-tax flagged
split transactions
   Product: kmymoney
   Version: 5.1.1
  Platform: Mint (Ubuntu based)
OS: Linux
Status: REPORTED
  Severity: normal
  Priority: NOR
 Component: reports
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
Report lists at top totals for split transactions having all split categories
as not tax flagged

STEPS TO REPRODUCE
1. Enter split transaction where both split categories don't have "include on
tax reports" checked
2. Run Tax report by category
3. 

OBSERVED RESULT
Total amount for split transaction which is not taxable appears at top of
report

EXPECTED RESULT
Neither totals nor splits should appear on report if tax box not checked

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: Version 5.1.1-65ab93d
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: KDE Frameworks 5.51.0
Qt Version: Qt 5.11.3 (built against 5.11.3)

ADDITIONAL INFORMATION

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[kmymoney] [Bug 432642] New: Changing Reports "Filter By" changes Totals values

2021-02-08 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=432642

Bug ID: 432642
   Summary: Changing Reports "Filter By" changes Totals values
   Product: kmymoney
   Version: 5.1.1
  Platform: Appimage
OS: Linux
Status: REPORTED
  Severity: crash
  Priority: NOR
 Component: reports
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
I have investment transactions where the action = Dividend and the actual
transaction was a dividend payment minus foreign taxes. I enter the dividend
category and amount in the Interest areas, the tax category and amount in the
Fees area and the program calculates the net Total.

When I run reports, I select "Hide Transactions" and select the a Filter by
Category of Dividend category, I get different results depending on my
"Organize by" selection. If I select Category or Top Category, the report shows
the correct gross dividend amount. If I select Account for the Organize by
selection, the amount on the report becomes the net amount of Dividend minus
Tax paid, which is wrong.

STEPS TO REPRODUCE
1. Enter a Dividend transaction with a fee amount
2. Run a transaction report with a selected Category for gross Dividend
category
3. Vary "Organize by" value between Category and Account

OBSERVED RESULT
The report totals change

EXPECTED RESULT
Report totals should remain the same, only the sorting should change.

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: KDE Frameworks 5.51.0
Qt Version: Qt 5.11.3 (built against 5.11.3)

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[kmymoney] [Bug 432380] Appimage unable to print reports

2021-02-01 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=432380

--- Comment #2 from Mark Medoff  ---
Trying to print any regular report and got blank pages for any of them.
Going to an older installed Debian version, had no issues printing same
reports.

On Mon, Feb 1, 2021, 9:07 AM jesse  wrote:

> https://bugs.kde.org/show_bug.cgi?id=432380
>
> jesse  changed:
>
>What|Removed |Added
>
> 
>  CC||jvap...@yahoo.com
>
> --- Comment #1 from jesse  ---
> I think this is related to the bug I submitted a few days back.
>
> Bug 432071
>
> I was trying to print the Reconciliation reports. Is that what you were
> trying
> to do as well? Or were you trying to print just a regular report?
>
> --
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[kmymoney] [Bug 432380] New: Appimage unable to print reports

2021-02-01 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=432380

Bug ID: 432380
   Summary: Appimage unable to print reports
   Product: kmymoney
   Version: 5.1.1
  Platform: Mint (Debian based)
OS: Linux
Status: REPORTED
  Severity: critical
  Priority: NOR
 Component: reports
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
Unable to print reports using appimage

STEPS TO REPRODUCE
1. Select print for report
2. 
3. 

OBSERVED RESULT
Blank page sent to printer

EXPECTED RESULT
Report data should be sent to printer

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: KDE Frameworks 5.51.0
Qt Version: Qt 5.11.3 (built against 5.11.3)

ADDITIONAL INFORMATION
Print works properly when I load a non-appimage installed version of program

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[kmymoney] [Bug 431794] New: Graphs filtered to only include Brokerage accounts fail to include Brokerage account values

2021-01-18 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=431794

Bug ID: 431794
   Summary: Graphs filtered to only include Brokerage accounts
fail to include Brokerage account values
   Product: kmymoney
   Version: 5.1.1
  Platform: Other
OS: Linux
Status: REPORTED
  Severity: major
  Priority: NOR
 Component: reports
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
Customizing NET WORTH GRAPH fails to include selected brokerage accounts.
Non-customized version includes all accounts.

STEPS TO REPRODUCE
1. Filter Graph by account. Unselect all accounts.
2. Select all Brokerage and Investment accounts.
3. Apply selections.

OBSERVED RESULT
Prior to filter, all account values are included.
After applying filter for Brokerage and Investment accounts, only Investment
accounts are included.

EXPECTED RESULT
After filter, Brokerage and Investment accounts should be included on Graph

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

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[kmymoney] [Bug 431537] New: Loan Transactions report includes investment Stock Split transactions

2021-01-13 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=431537

Bug ID: 431537
   Summary: Loan Transactions report includes investment Stock
Split transactions
   Product: kmymoney
   Version: 5.1.1
  Platform: Mint (Debian based)
OS: Linux
Status: REPORTED
  Severity: normal
  Priority: NOR
 Component: reports
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
Loan Transaction report includes investment stock split transactions

STEPS TO REPRODUCE
1. Enter Stock Split transactions for investments
2. Enter Loan transactions
3. Run REPORTS --> TRANSACTIONS --> LOAN TRANSACTIONS report

OBSERVED RESULT
Stock Split transactions appear on Loan report

EXPECTED RESULT
Only Loan transactions expected on report

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION
Bug report previously submitted but I didn't advise at that time that it was
about Stock Split investment transactions and you could not reproduce.

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[kmymoney] [Bug 427541] Report Filter Bug

2020-11-29 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=427541

--- Comment #9 from Mark Medoff  ---
Thanks.
For convenience, I created a single capital gains category to use in
taxable and non-taxable accounts with the intention of filtering out the
non-taxable accounts on tax reports.

Mark

On Sat, Nov 28, 2020 at 8:06 PM Jack  wrote:

> https://bugs.kde.org/show_bug.cgi?id=427541
>
> Jack  changed:
>
>What|Removed |Added
>
> 
>  Resolution|WAITINGFORINFO  |---
>  Ever confirmed|0   |1
>  Status|NEEDSINFO   |CONFIRMED
>
> --- Comment #8 from Jack  ---
> I see what you're talking about, but it's not as obvious as it might be,
> because you have Taxable Capital Gains (both short and long term) in the
> Non-taxable Retirement account, as well as A000134 and other investment
> accounts with Taxable Trading Account as the brokerage account.  This is
> not
> wrong, but just confusing.
>
> It's also easy enough to reproduce with this file - start with the tax
> transactions by category, then configure the report - filters - accounts,
> and
> uncheck either the Non-taxable Retirement account or the associated
> brokerage
> account.  Filtering out either of them removes the taxable capital gains
> categories from the report.  Also - the same thing happens starting with
> Transactions by Category, so it's not specific to the Tax related report.
> It
> is also a bit easier to note by excluding all the expense categories from
> the
> report, which just shortens the report.
>
> Just to help anyone else focus on the problem, there are three transactions
> with short term capital gains.  The last two (for A000162 and A000154) are
> from
> the Non-taxable Retirement account, but the first (for security A000180)
> is in
> A000134, an investment account using Taxable Trading Account for it's
> brokerage.
>
> Also - if you filter out the Taxable Trading Account, but include the
> Non-taxable accounts, the capital gains categories are again not shown on
> the
> report.
>
> Summary - there are two brokerage accounts, both of which have transactions
> with two particular categories (short and long term capital gains).  The
> default transaction by category report shows all transaction in those two
> categories.  However, if you filter out either brokerage account (or the
> associated investment accounts) in the report configuration, NONE of the
> capital gains categories are shown on the report.
>
> It will take some digging to figure out exactly what is going on.
>
> --
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[kmymoney] [Bug 427541] Report Filter Bug

2020-11-25 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=427541

--- Comment #7 from Mark Medoff  ---
OK. I understand.
I created a new file called Test which I have attached to this email.

I label an account as a taxable trading brokerage account and put data in
it, including the taxable categories of capital gains.
I created a second brokerage account for tax deferred retirement and also
put transactions against it.

I created two custom reports. The two reports are identical except that one
report filters for all accounts and one report uses a filter to remove the
tax deferred retirement account.
The "all accounts" version of the report shows all income transactions
including the capital gains ones.
The "non-retirement account" version of the report no longer shows the
capital gains in the taxable investment account even though the filter did
not remove this account.

Hope this shows the problem I have found.

Mark

On Fri, Nov 20, 2020 at 12:30 PM Thomas Baumgart 
wrote:

> https://bugs.kde.org/show_bug.cgi?id=427541
>
> Thomas Baumgart  changed:
>
>What|Removed |Added
>
> 
>  Resolution|--- |WAITINGFORINFO
>  Status|REPORTED|NEEDSINFO
>
> --- Comment #5 from Thomas Baumgart  ---
> I am having a hard time to understand what is going on. The said report
> R02
> is a 'tax transactions by category' report which differs from the
> 'transaction
> by category' report. Also, I am unable to find the report you created to
> show
> the problem.
>
> It would be good if you can also attach the HTML output of the report you
> see
> based on the anonymous file and provide one or two transactions that you
> think
> are missing. Without more information I am not seeing the forest for the
> trees
> here.
>
> --
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[kmymoney] [Bug 427541] Report Filter Bug

2020-11-20 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=427541

--- Comment #6 from Mark Medoff  ---
Ok. I'll get back to you with it in next few days.

On Fri, Nov 20, 2020, 12:30 PM Thomas Baumgart 
wrote:

> https://bugs.kde.org/show_bug.cgi?id=427541
>
> Thomas Baumgart  changed:
>
>What|Removed |Added
>
> 
>  Resolution|--- |WAITINGFORINFO
>  Status|REPORTED|NEEDSINFO
>
> --- Comment #5 from Thomas Baumgart  ---
> I am having a hard time to understand what is going on. The said report
> R02
> is a 'tax transactions by category' report which differs from the
> 'transaction
> by category' report. Also, I am unable to find the report you created to
> show
> the problem.
>
> It would be good if you can also attach the HTML output of the report you
> see
> based on the anonymous file and provide one or two transactions that you
> think
> are missing. Without more information I am not seeing the forest for the
> trees
> here.
>
> --
> You are receiving this mail because:
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[kmymoney] [Bug 427541] Report Filter Bug

2020-10-11 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=427541

--- Comment #2 from Mark Medoff  ---
This is very strange.

I created the anonymous file. I went to my saved report in that file which
was now called R02. I ran it and it ran as if none of the investment
accounts were selected even though it had been created with 1 investment
account un-selected. I then selected all investment accounts and the report
didn't change. It remained with investment transactions missing.

I then created a new report with same criteria and this Transactions by
Category (Customized) report operates as in my original bug report.

I have attached the anonymous file.

Thanks for giving this such prompt attention,
Mark

On Sun, Oct 11, 2020 at 9:38 AM Thomas Baumgart 
wrote:

> https://bugs.kde.org/show_bug.cgi?id=427541
>
> Thomas Baumgart  changed:
>
>What|Removed |Added
>
> 
>  Resolution|--- |WAITINGFORINFO
>  Status|REPORTED|NEEDSINFO
>
> --- Comment #1 from Thomas Baumgart  ---
> Can you setup and attach to this bug a sample file that shows the problem?
> That
> would be very much appreciated.
>
> --
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[kmymoney] [Bug 427541] New: Report Filter Bug

2020-10-11 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=427541

Bug ID: 427541
   Summary: Report Filter Bug
   Product: kmymoney
   Version: 5.1.0
  Platform: Mint (Debian based)
OS: Linux
Status: REPORTED
  Severity: critical
  Priority: NOR
 Component: reports
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
If I select the "Transactions By Category" Report, it correctly lists
transactions for all accounts, including investment accounts. If I filter out
any investment account, none of the investment accounts appear on report.

STEPS TO REPRODUCE
1. Select "Transactions By Category" Report
2. Run report and observe output accounts
3. Filter out an investment account

OBSERVED RESULT
None of the remaining investment accounts appear on report

EXPECTED RESULT
Non-filtered investment accounts should remain on report

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma:
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

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[kmymoney] [Bug 424682] Payee City+State info lost after save

2020-08-12 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424682

--- Comment #10 from Mark Medoff  ---
It is working correctly in latest stable appimage

Mark

On Wed, Aug 12, 2020 at 1:21 AM Thomas Baumgart 
wrote:

> https://bugs.kde.org/show_bug.cgi?id=424682
>
> Thomas Baumgart  changed:
>
>What|Removed |Added
>
> 
>  Resolution|WAITINGFORINFO  |---
>  Status|NEEDSINFO   |REPORTED
>
> --- Comment #9 from Thomas Baumgart  ---
> Setting state back to reported
>
> --
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[kmymoney] [Bug 424958] New: Investment values ignore Remainder setting

2020-08-03 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424958

Bug ID: 424958
   Summary: Investment values ignore Remainder setting
   Product: kmymoney
   Version: 5.1.0
  Platform: Other
OS: Linux
Status: REPORTED
  Severity: minor
  Priority: NOR
 Component: general
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
I have each investment with the default setting of ROUND. The value reflects a
setting of truncate

STEPS TO REPRODUCE
1. Enter a price for a security (mutual fund) with shares having 3 decimal
places
2. Go to Investments tab and select mutual fund account
3. View VALUE column for security. Value is in US$ with 2 decimal places.

OBSERVED RESULT
Value is truncated to Floor value not Rounded as in security settings.

EXPECTED RESULT
Value should be Rounded as per setting so it will match brokerage statement.

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

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[kmymoney] [Bug 424682] Payee City+State info lost after save

2020-07-28 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424682

--- Comment #7 from Mark Medoff  ---
CITY and STATE data are properly saved in the build you sent the link to.
Going forward, I will avoid using the master as you suggested.

Mark

On Mon, Jul 27, 2020 at 12:10 PM Thomas Baumgart 
wrote:

> https://bugs.kde.org/show_bug.cgi?id=424682
>
> --- Comment #6 from Thomas Baumgart  ---
> Build #720 is for master, not 5.1. I just tried the latest AppImage for
> stable
>
> https://binary-factory.kde.org/job/KMyMoney_Stable_Appimage_Build/lastSuccessfulBuild/artifact/KMyMoney-5.1.0-3a769f6-x86_64.AppImage
> which does not show this problem at all.
>
> Are you using master? Don't at the moment. It's not stable.
>
> --
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[kmymoney] [Bug 424682] Payee City+State info lost after save

2020-07-27 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424682

--- Comment #5 from Mark Medoff  ---
I downloaded Build#720 and tried again.
I got even stranger behaviour with that build.

I put a CITY and STATE entry for one payee and the update button became
grayed out after I input the data.
I experimented more and found I could input CITY data and click on update
but when I input STATE data, the button grayed out.
I tried the above with other payees and most of the time got the same
results but once I was able to input STATE and then select UPDATE.

I saved the file and reopened it. None of the CITY data I input was saved.

Mark

On Sun, Jul 26, 2020 at 12:34 PM Thomas Baumgart 
wrote:

> https://bugs.kde.org/show_bug.cgi?id=424682
>
> --- Comment #3 from Thomas Baumgart  ---
> OK, so it is of the XML backend which I have also used. The other option
> would
> have been the database backend.
>
> Can you check if the problem persists with the latest AppImage version from
> https://binary-factory.kde.org/job/KMyMoney_Stable_Appimage_Build/ and
> report
> back?
>
> --
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[kmymoney] [Bug 424682] Payee City+State info lost after save

2020-07-26 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424682

--- Comment #4 from Mark Medoff  ---
Ok. Will try it tomorrow when I am at my computer again.

Thanks for always being so responsive to the issues.

Mark

On Sun, Jul 26, 2020, 12:34 PM Thomas Baumgart 
wrote:

> https://bugs.kde.org/show_bug.cgi?id=424682
>
> --- Comment #3 from Thomas Baumgart  ---
> OK, so it is of the XML backend which I have also used. The other option
> would
> have been the database backend.
>
> Can you check if the problem persists with the latest AppImage version from
> https://binary-factory.kde.org/job/KMyMoney_Stable_Appimage_Build/ and
> report
> back?
>
> --
> You are receiving this mail because:
> You reported the bug.

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[kmymoney] [Bug 424682] Payee City+State info lost after save

2020-07-26 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424682

--- Comment #2 from Mark Medoff  ---
my file has the .kmy file type.

On Sun, Jul 26, 2020 at 7:58 AM Thomas Baumgart 
wrote:

> https://bugs.kde.org/show_bug.cgi?id=424682
>
> Thomas Baumgart  changed:
>
>What|Removed |Added
>
> 
>  Status|REPORTED|NEEDSINFO
>  Resolution|--- |WAITINGFORINFO
>
> --- Comment #1 from Thomas Baumgart  ---
> I am unable to duplicate this current 5.1 HEAD code. Which file format are
> you
> using?
>
> --
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> You reported the bug.

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[kmymoney] [Bug 424682] New: Payee City+State info lost after save

2020-07-26 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424682

Bug ID: 424682
   Summary: Payee City+State info lost after save
   Product: kmymoney
   Version: 5.1.0
  Platform: Other
OS: Linux
Status: REPORTED
  Severity: normal
  Priority: NOR
 Component: general
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
Data entered into CITY and STATE fields are not retained after closing program

STEPS TO REPRODUCE
1. Enter data in CITY and STATE field on PAYEE Address tab
2. Hit UPDATE button
3. Save file

OBSERVED RESULT
Close program and reopen file. Fields are blank and data is lost

EXPECTED RESULT
Data should be saved

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

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[kmymoney] [Bug 424188] Account names only display partially on Home View

2020-07-19 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424188

--- Comment #2 from Mark Medoff  ---
The bug report wouldn't let me send 2 screenshots, the second showing the
actual account names.
I played with it a little more and found that if I have numbers inside the
brackets, the account names appear correctly in the home view.
If I have text inside the brackets, all text in the brackets is
dropped, regardless of what other characters are in the text.

I think the best solution is to give a warning when a user puts brackets in
an account name, that the brackets are a reserved character and can't be
used in account names. Now that I know they cause problems, it is easy to
select a different character to denote what I wanted to denote with them.

Thanks,
Mark

On Sat, Jul 18, 2020 at 8:05 PM Jack  wrote:

> https://bugs.kde.org/show_bug.cgi?id=424188
>
> --- Comment #1 from Jack  ---
> First, your example screenshot is not helpful, as I have no idea what those
> account names are supposed to be.  However, I believe this is because the
> Home
> View is essentially implemented with HTML, and the angle brackets are
> interpreted as some tag it doesn't know about, and so just dropped.  If the
> name is "name with <stuff in brackets> yao." it will appear on the
> home
> page as "name with  yao" but then the literal > etc
> will
> show up everywhere else, which is obviously not a solution.  I suppose it
> would
> be possible for the program to properly quote any character with special
> meaning to HTML on the home page.
>
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[kmymoney] [Bug 424188] New: Account names only display partially on Home View

2020-07-14 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424188

Bug ID: 424188
   Summary: Account names only display partially on Home View
   Product: kmymoney
   Version: 5.1.0
  Platform: Other
OS: Linux
Status: REPORTED
  Severity: normal
  Priority: NOR
 Component: general
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

Created attachment 130111
  --> https://bugs.kde.org/attachment.cgi?id=130111&action=edit
Account names only display partially on Home View

SUMMARY
I have several account names that display properly on Account view but only
partially on Home view. The names do have the characters < > in them but other
names with these characters display correctly.

STEPS TO REPRODUCE
1. view account in Accounts view
2. view account in Home view
3. 

OBSERVED RESULT
Only part of name appears in Home view. In accounts view and when I edit
account, name displays correctly

EXPECTED RESULT
Same name should display everywhere

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION
For example, ACCOUNT NAME = Fidelity  . Home view displays NAME = Fidelity
.

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[kmymoney] [Bug 418098] Loan Information Report lists securities

2020-07-14 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=418098

--- Comment #2 from Mark Medoff  ---
I am currently using Version 5.1.80-b838721 and the problem does not exist
in this version, so it looks like it was corrected at some point.

On Tue, Jul 14, 2020 at 5:14 AM antoine  wrote:

> https://bugs.kde.org/show_bug.cgi?id=418098
>
> antoine  changed:
>
>What|Removed |Added
>
> 
>  CC||toitoine...@laposte.net
>
> --- Comment #1 from antoine  ---
> > When I run the report with a file with no loans,
> > it lists a few security transactions
>
> I have not been able to reproduce this issue (kmymoney 5.0.8 and
> 5.1.0-74a8f0d
> ). Could you provide a sample file with this issue ?
>
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[kmymoney] [Bug 424098] Closed Accounts not hidden on Home view

2020-07-12 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424098

--- Comment #14 from Mark Medoff  ---
Actually, I think the expected behavior is to show all accounts, by
default. The option should be to hide selected accounts based on specified
criteria.

I would probably understand what checking Show All Accounts would mean but
I would not know which accounts would be hidden if I unchecked it.

 Mark

On Sun, Jul 12, 2020, 3:04 PM Thomas Baumgart 
wrote:

> https://bugs.kde.org/show_bug.cgi?id=424098
>
> --- Comment #13 from Thomas Baumgart  ---
> In order to make this more intuitive in a future version, I opened an
> issue for
> it at https://invent.kde.org/office/kmymoney/-/issues/28
>
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[kmymoney] [Bug 424098] Closed Accounts not hidden on Home view

2020-07-12 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424098

--- Comment #12 from Mark Medoff  ---
Thanks for the fast response.
That works and gives the results I was looking for. Now when I close or
open the selected account it disappears or reappears on the Preferred
Accounts view as desired.

I would have never figured out the answer without your help. This would be
a little more intuitive if it was on the configure menu along with the hide
closed accounts check box.

Thanks again for your help,
Mark

On Sun, Jul 12, 2020 at 6:46 AM Thomas Baumgart 
wrote:

> https://bugs.kde.org/show_bug.cgi?id=424098
>
> --- Comment #11 from Thomas Baumgart  ---
> It's at the bottom of the view menu (requested long time ago by a user for
> fast(er) access than through the options dialog)
>
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[kmymoney] [Bug 424098] Closed Accounts not hidden on Home view

2020-07-12 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424098

--- Comment #9 from Mark Medoff  ---
I am using the latest version from Nightly Builds as per attached
screenshot and the closed account "Gift Cards" still shows in the Preferred
Accounts group.

Also attached is the screen shot of the option to hide closed accounts with
no option to show ALL accounts.

Mark

On Sun, Jul 12, 2020 at 6:22 AM Thomas Baumgart 
wrote:

> https://bugs.kde.org/show_bug.cgi?id=424098
>
> Thomas Baumgart  changed:
>
>What|Removed |Added
>
> 
>Version Fixed In||5.1.1
>  Status|NEEDSINFO   |RESOLVED
>   Latest Commit||
> https://invent.kde.org/offi
>|
> |ce/kmymoney/commit/6e078d95
>|
> |83783b37efca240dee900f96180
>||45605
>  Resolution|WAITINGFORINFO  |FIXED
>
> --- Comment #5 from Thomas Baumgart  ---
> Git commit 6e078d9583783b37efca240dee900f9618045605 by Thomas Baumgart.
> Committed on 12/07/2020 at 10:22.
> Pushed by tbaumgart into branch '5.1'.
>
> Harmonize display of closed accounts in home view
>
> Different sections of the home view displayed closed accounts depending
> of the "Show all accounts" and "Do not show closed accounts"
> differently. The handling has been harmonized such that closed accounts
> will be displayed in all sections alike either if "Show all accounts" is
> active or "Don't show closed accounts" is inactive.
>
> Closed accounts will also be shown in strike-through so that they can
> easily be identified as closed.
> FIXED-IN: 5.1.1
>
> M  +13   -4kmymoney/views/khomeview_p.h
>
>
> https://invent.kde.org/office/kmymoney/commit/6e078d9583783b37efca240dee900f9618045605
>
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[kmymoney] [Bug 424098] Closed Accounts not hidden on Home view

2020-07-12 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424098

--- Comment #6 from Mark Medoff  ---
Where is that setting, I can't find it.

I think I left out some information in bug report. Closed accounts are
hidden under Assets but still show in Preferred Accounts on Home view.

See attached screenshots in reference to asset account "Gift Cards"

Mark

On Sun, Jul 12, 2020 at 5:40 AM Thomas Baumgart 
wrote:

> https://bugs.kde.org/show_bug.cgi?id=424098
>
> --- Comment #4 from Thomas Baumgart  ---
> a) is caused by the "View/Show all accounts" being active. Turning that off
> causes closed accounts to disappear in the accounts view.
>
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[kmymoney] [Bug 424098] Closed Accounts not hidden on Home view

2020-07-11 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424098

--- Comment #2 from Mark Medoff  ---
Yes, happens after closing and restarting.

I will send some screen shots tomorrow when I am at that computer again.

Mark

On Sat, Jul 11, 2020, 12:20 PM Jack  wrote:

> https://bugs.kde.org/show_bug.cgi?id=424098
>
> Jack  changed:
>
>What|Removed |Added
>
> 
>  Resolution|--- |WAITINGFORINFO
>  Status|REPORTED|NEEDSINFO
>
> --- Comment #1 from Jack  ---
> I can't get KMM 5.1 (Atrix Linux) to show any closed account on the Home
> View
> at all.
>
> Which section  is showing the closed account?  Does it still do so after
> closing and restarting KMyMoney?
>
> Can you produce a .kmy file which shows the problem, and which you can
> attach
> to the bug?
>
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[kmymoney] [Bug 424098] New: Closed Accounts not hidden on Home view

2020-07-11 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424098

Bug ID: 424098
   Summary: Closed Accounts not hidden on Home view
   Product: kmymoney
   Version: 5.1.0
  Platform: Mint (Ubuntu based)
OS: Linux
Status: REPORTED
  Severity: normal
  Priority: NOR
 Component: general
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
Cannot hide closed accounts

STEPS TO REPRODUCE
1. In SETTINGS -> Configure KMM, I select to hide closed accounts.
2. In ACCOUNTS, I set an asset account to CLOSED
3. HOME screen still shows the account. ACCOUNTS screen shows account with
CLOSED indicator

OBSERVED RESULT
Closed account is not removed from Home view

EXPECTED RESULT
Closed account should be removed from Home view

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION
This worked properly in last version 5.0.8

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[kmymoney] [Bug 424097] New: 5.1.0 appimage crashes when manually adding security prices

2020-07-11 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=424097

Bug ID: 424097
   Summary: 5.1.0 appimage crashes when manually adding security
prices
   Product: kmymoney
   Version: 5.1.0
  Platform: Mint (Ubuntu based)
OS: Linux
Status: REPORTED
  Severity: critical
  Priority: NOR
 Component: general
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
Program crashes when security prices are manually entered.

STEPS TO REPRODUCE
1. Select INVESTMENTS on left panel and then select any investment account.
2. Select any security
3. Enter a price and date.

OBSERVED RESULT
sometimes program immediately crashes after entering a single price and date
for a security. Sometimes, I can enter a price and date for first security and
it will crash when I finish entering a price and date for a second security. I
am unable to save any prices and dates without causing the program to crash.

I do not have this issue with last 5.0.8 version


EXPECTED RESULT

Program should not crash and I should be able to continue entering additional
prices and dates

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

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[kmymoney] [Bug 419984] New: Suggestions for improving Investment accounts and actions

2020-04-12 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=419984

Bug ID: 419984
   Summary: Suggestions for improving Investment accounts and
actions
   Product: kmymoney
   Version: 5.0.8
  Platform: Mint (Debian based)
OS: Linux
Status: REPORTED
  Severity: wishlist
  Priority: NOR
 Component: general
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

I have several suggestions related to Investments and Investment accounts:

I live in the US and we have a tax regulation that investment mutual funds MUST
make distributions each year to their fund holders of the funds captial gains.
I can track these distributions in KMyMoney but it is awkward. The only way to
do it currently is to select the DIVIDEND action and set the INTEREST box to my
Long Term Capital Gain or Short Term Capital Gain category. Running the
standard investment transactions report then shows the actions for these
transactions as "Dividends" which is technically incorrect for tax purposes and
also shows a zero amount transfer to the security. I can run a category report
that shows the correct transactions, but I can only get a category total. I
can't get the necessary security or account total.

SUGGESTION: Create additional actions for LONG TERM CG DISTRIBUTION and SHORT
TERM CG DISTRIBUTION. I would also be very helpful if these new actions as well
as the DIVIDEND action could get the option of assigning default categories.

I used to use Quicken Premier and it had a much more elegant dialog for
entering these transactions, where dividends and LT and ST CG's could all be
entered in a single transaction.

My second suggestion is how you handle the cash (brokerage) accounts associated
with investment accounts. My investment accounts are segregated by my broker
into separate trading accounts by investment type all linked to a single cash
account. So I have a mutual funds account, an ETF funds account, a stock
account and foreign currency stock accounts. It would be helpful to be able to
have money transactions in any of those accounts link to a single cash account.

SUGGESTION: Allow investment accounts in the account hierarchy to be placed
below a cash (brokerage) account and have the cash account for those investment
accounts default to the higher cash account. A second option would be in the
account details dialog, to offer the option of setting a default linked cash
account.

Basically, it is tedious to keep entering account and category information that
never changes with investments. I would like to be able to set a default
category for FEES, DIVIDENDS, INTEREST, (a new Short Term CG, Long Term CG) and
a linked cash account for every investment account.

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[kmymoney] [Bug 418098] New: Loan Information Report lists securities

2020-02-23 Thread Mark Medoff
https://bugs.kde.org/show_bug.cgi?id=418098

Bug ID: 418098
   Summary: Loan Information Report lists securities
   Product: kmymoney
   Version: 5.0.8
  Platform: Other
OS: Linux
Status: REPORTED
  Severity: normal
  Priority: NOR
 Component: reports
  Assignee: kmymoney-de...@kde.org
  Reporter: markm10...@gmail.com
  Target Milestone: ---

SUMMARY
Loan Information report lists securities

STEPS TO REPRODUCE
1. 
2. 
3. 

OBSERVED RESULT
When I run the report with a file with no loans, it lists a few security
transactions

When I run the report on a file with a mortgage loan and similar securities, it
correctly lists the loan and incorrectly lists the securities. I have to
unselect the security accounts to make the report correct.

EXPECTED RESULT
only the loan transactions should list.

Note: In the US, we claim a tax deduction for mortgage loan interest, so it
would be helpful if the report totaled Interest in addition to Amortization.

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: Linux (x86_64) release 5.3.0-40-generic (5.0.8-da137a2)
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

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