grouped budget categories not showing total amount

[gingeroots]

When viewing the "create budget" tab, I would like to see the overall amount per category when grouping all of them. As of now, when grouping all categories, they all show 0 value.
eg. I want to see the total revenues per month as grouped.

[Peter-John Thompson (piij)]

I have noticed this too when I group my accounts. This only seems to be the case for accounts that have a different currency from my default currency though.

[Maxime DOYEN (mdoyen)]

not sure to locate where you are, or you are not talking the same: Manage budget ?
as you cannot group account in manage budget.
this is a contribution, I didn't checked in depth or use myself

@Emilien: if this is the manage budget window, each level1 can also have its own input, that comes to addition of the level2

[gingeroots (gingeroots)]

I'm indeed talking about the "manage budget" area. If you group all
categories it will show up zero values everywhere as it doesn't summarize
subcategories.
[image: image.png]
[image: image.png]

Le sam. 23 sept. 2023 à 08:20, Maxime DOYEN <email address hidden> a
écrit :

> not sure to locate where you are, or you are not talking the same: Manage
> budget ?
> as you cannot group account in manage budget.
> this is a contribution, I didn't checked in depth or use myself
>
> @Emilien: if this is the manage budget window, each level1 can also have
> its own input, that comes to addition of the level2
>
> ** Changed in: homebank
> Status: New => Incomplete
>
> --
> You received this bug notification because you are subscribed to the bug
> report.
> https://bugs.launchpad.net/bugs/2036404
>
> Title:
> grouped budget categories not showing total amount
>
> Status in HomeBank:
> Incomplete
>
> Bug description:
> When viewing the "create budget" tab, I would like to see the overall
> amount per category when grouping all of them. As of now, when grouping all
> categories, they all show 0 value.
> eg. I want to see the total revenues per month as grouped.
>
> To manage notifications about this bug go to:
> https://bugs.launchpad.net/homebank/+bug/2036404/+subscriptions
>
>

[Maxime DOYEN (mdoyen)]

ok, this is as I said previously:

this dialog is a contribution (not my code)
each level1 can also have its own input, that comes to addition of the level2
=> in your 2nd image, you can input budget for parent auto/moto category as well

when you collapse a level1, only the level1 input remains visible which are empty in your use case.
for now it seems difficult to display a sum of level 2 and the distinct level1 input in the same line

[gingeroots (gingeroots)]

🙏

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Le dim. 21 janv. 2024, 18:20, Maxime DOYEN <email address hidden> a
écrit :

> ** Tags added: budget
>
> --
> You received this bug notification because you are subscribed to the bug
> report.
> https://bugs.launchpad.net/bugs/2036404
>
> Title:
> grouped budget categories not showing total amount
>
> Status in HomeBank:
> New
>
> Bug description:
> When viewing the "create budget" tab, I would like to see the overall
> amount per category when grouping all of them. As of now, when grouping all
> categories, they all show 0 value.
> eg. I want to see the total revenues per month as grouped.
>
> To manage notifications about this bug go to:
> https://bugs.launchpad.net/homebank/+bug/2036404/+subscriptions
>
>

[Maxime DOYEN (mdoyen)]

ok, as I previously said:

> if this is the manage budget window:
- each level1 can also have its own input
- that comes to addition of the level2

so you cannot display the sum here and also let the user input
need to think of an additional line maybe to sum

[gingeroots (gingeroots)]

Would it be an issue if you changed the code so that we could not enter input in level1? In that case level1 would only be an addition of level2 entries.

[Maxime DOYEN (mdoyen)]

yes, it will be a regression, since the ability to enter at level 1 was there from the beginning, users are probably using it, so changing it is not an option.