wish: Global assets view pie chart in statistics

Bug #1752827 reported by Rafael P.
6
This bug affects 1 person
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

The balance report only allows to display the balance of each or all account vs. time.
The Statistics report only allows to display the current balance by Category, subcategory, Payee, Tag, Month and Yea, but not by Account.

It would be nice if there were an option in Balance Report or Statistics, to display the current balance of all accounts, in a pie chart, as a snapshot of all assets.

And it would be the cherry on top of the cake if it were possible to choose to display this chart in the "Main window report" on the HB main screen :)

Version: 5.1.7
OS: Ubuntu 17.10

Screenshot is attached

Tags: report
Revision history for this message
Rafael P. (rafael-p) wrote :
description: updated
Revision history for this message
Rafael P. (rafael-p) wrote :

Any news on this?

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

Well I added Account into statistics for long, so you might be now.
I mean select account, balance and pie chart.

Changed in homebank:
status: New → Incomplete
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

Well I added Account into statistics for long, so you might be able to do this now.
I mean select account, balance and pie chart.

Revision history for this message
Rafael P. (rafael-p) wrote :

HI Maxime. I'm not sure what you mean...In 5.2.2, in the Statistics Report > Donut, there is no option in the DD menu for "By: account"

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

Doh, not released yet, looked into my trunk 5.3 where I added Account.
So not yet released but to come

Changed in homebank:
status: Incomplete → In Progress
assignee: nobody → Maxime DOYEN (mdoyen)
importance: Undecided → Wishlist
milestone: none → 5.3
Maxime DOYEN (mdoyen)
tags: added: report
Revision history for this message
Rafael P. (rafael-p) wrote :

Thanks, that's great news! Will it be possible to include only selected accounts though?

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

filter is still working as for now, so I would say yes.

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

just realized that I released this on 5.2.3

Changed in homebank:
milestone: 5.3 → 5.2.4
status: In Progress → Fix Committed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
Revision history for this message
Rafael P. (rafael-p) wrote :

Sorry to open this again, but this is not working on my system...I'm using 5.2.5 Statistics report shows an empty donut (see screenshot, used with example file).

I'd also like to know if it'd be possible to view this global assets donut on the top-right corner of the main window, as an option to "Where your money goes", as suggested in the bug description
THanks!

Rafael P. (rafael-p)
Changed in homebank:
status: Fix Released → In Progress
Revision history for this message
Rafael P. (rafael-p) wrote :

I was checking the status of my bug reports and I realized this is still not working (see link in post #10). the Donut diagram of account balance does not show anything...

I therefore changed the status to "in progress". If relevant, I could open a bug.

Could you maybe look into this?

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

try with latest version.
if problem still, re-open a new bug, this one is released (so should stay closed)

Changed in homebank:
status: In Progress → Fix Released
Revision history for this message
Rafael P. (rafael-p) wrote :

Thanks Maxime.

Yes, the problem does persist, but I understand why now : only transactions are considered in this report and accounts without any don't appear. I opened a new but for this isseu:
https://bugs.launchpad.net/homebank/+bug/1897376

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