budget report categories displayed when selecting subcategories

[Jeff Fortin Tam]

Using Homebank 5.0.6 (on Fedora 23), I have one particular case where the category "nourriture" can be seen, but not its subcategories "nourriture:épicerie" and "nourriture:restaurants". I will attach a video to demonstrate the issue...

[Jeff Fortin Tam (kiddo)]

Demonstration of the problem (not quite sure how to describe it otherwise): http://jeff.ecchi.ca/public/homebank-1553862.webm

[Maxime DOYEN (mdoyen)]

Is there some budget associated to "nourriture:épicerie" and "nourriture:restaurants" ?
It might be related that you only affect budget to level category: nourriture.

[Jeff Fortin Tam (kiddo)]

Hi, indeed I did not set a budget for the subcategories, only the "nourriture" category.

[Maxime DOYEN (mdoyen)]

Yes, if there is no budget, subcategories are not part of the budget and not shown.

If you want category or subcategory to be displayed without any budget set, use the "Force monitoring this category" on it.

[Jeff Fortin Tam (kiddo)]

Ah, sorry, I think I did not explain my issue properly. If you look at the video, this is what caused my confusion (and that I still think looks like a bug):

1- In category mode, when selecting "nourriture" and with the Details pane open, you can see the detailed transactions of its subcategories showing... but selecting the same item in subcategory mode, the details don't show anymore. That's inconsistent, and actually contrary to what I would have expected. Either those details should show up in subcategory mode only, or (probably better) show up in both modes.

2- In category mode you see "nourriture" in the list, which is fine and expected... but you also see "nourriture" in the list in subcategory mode while its subcategories are not shown and the details of the subcategories cannot be shown anymore (as per point #1). Compare that to the category "utilities" right below in the screencast, which disappears as subcategories replace it. Yes, the "utilities" top category has no budget amount set while its subcategories do have amounts set... it's just that the difference in behavior vs the "nourriture" category, while logical from a backend point of view, can be a bit confusing from a user's point of view.

All in all, issue no.2 is mostly just a remark, but if you would consider solving issue no.1 (which looks like the real bug to me) I think that would solve the problem I was experiencing.

[Maxime DOYEN (mdoyen)]

in the video, when you switch to this, you will notice the is no expense, as all you expense during the period are under nourriture subcategories, but you set a budget amount only to category nourriture.

As a result there is no transaction to display into detail.
So at last, when you choose subcategories, I would say 'nourriture' should not be displayed (there is a budget, but no expense associated and it is not a subcategory), for that you are right !