https://bugs.kde.org/show_bug.cgi?id=513317
Bug ID: 513317
Summary: Wishlist reports and charts improvements
Classification: Applications
Product: kmymoney
Version First unspecified
Reported In:
Platform: Other
OS: Microsoft Windows
Status: REPORTED
Severity: wishlist
Priority: NOR
Component: reports
Assignee: [email protected]
Reporter: [email protected]
Target Milestone: ---
Created attachment 187603
--> https://bugs.kde.org/attachment.cgi?id=187603&action=edit
Quicken chart showing income & expense
While on the support page for KMyMoney (https://kmymoney.org/support.html) I
came across the wishlist link and it took me here so I thought I'd make some
requests.
I'm a longtime user of an older version of Quicken but am unwilling to move to
their subscription model. I've investigated some alternatives and really like
KMyMoney. One area that Quicken does really well is in charts and drill down
and so I'd like to request some additional functionality there. Perhaps I'm
just not versed enough in KMyMoney yet but here are some things that would be
nice to see:
For example, Could it be possible to show Income by category per time period,
right next to expense by category per time period? Effectively it would show an
Income bar right next to an expense bar.
Related to that, another thing that would be useful is the ability to "drill
down" on a report or chart such that clicking the value or category opens the
appropriate ledger for. As an example, if I'm running a yearly report, by
month, and click on the category "groceries" Quicken opens a detailed view of
all the items categorized as groceries for the corresponding time period of the
report.
The Quicken cashflows report also shows categories as individual rows and the
option to give some time period division (by month, by quarter, etc.).
Many of the Quicken reports also give the ability to click on the
amounts/categories and drill into whats going on. As an example, if I see that
"groceries" is really high during a particular month, I can click the amount
that corresponds to groceries in that particular month and it opens up a ledger
of matching transaction (usually by payee).
Something else I found in KMyMoney is that if a bar chart of expenses by
category is selected and the option for "Draw Values on Chart" is selected, the
chart can get kind of cluttered. I'm wondering if a feature can be added that
would allow for some detail to be displayed when hovering. Or alternatively,
selecting a value in the legend and it highlights only those amounts in the
chart and greys out the other values for easier viewing.
Finally I noticed in KMyMoney that if a chart has a bunch of categories (Income
and Expense Bar Graph by Category, for example), then the legend will display
the top categories but there doesn't appear to be an option for seeing the
colors assigned to the categories totaling smaller amounts.
I've attached a couple of images from Quicken
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