Remind status transactions not calculated in reports despite include preference

Bug #1886123 reported by Kinnin Vo-Shay
6
This bug affects 1 person
Affects Status Importance Assigned to Milestone
HomeBank
New
Wishlist
Unassigned

Bug Description

Remind status transactions are not calculated in the trend report when the preference to include remind into balance is checked (as per #1812598)

This behaviour might be a holdover from when transactions with a "Remind" status weren't calculated into the balance, but if they are, it seems odd that they are not included into the trend time report.

Can we get the the trend time report to follow the preference setting please?

Revision history for this message
Kinnin Vo-Shay (vo-shay) wrote :

Maxime, any chance we could get this in the next release please? I would be really nice to have it for forecasting the new year.

Revision history for this message
Kinnin Vo-Shay (vo-shay) wrote :

This also applies to the balance report (which is now even more useful in as of 5.5!). In both cases, remind status transactions are not calculated into the report.

If the user would like remind status included in account balances calculation, it follows that it also should apply to the account balance report. Given that actually, why would any of the other reports differ in that regard? The user is clearly using the status to remind them of transactions that need to be reviewed later on, but they are still part of their accounting and forecasting.

summary: - Remind status transactions not calculated in trend report
+ Remind status transactions not calculated in reports despite include
+ preference
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

Well I already not fan of doing this in the transaction/register running balance

Right now the preference coded for #1812598 is
Transaction
+ Transaction List
++ [x] Include remind for balance

If was not intend to be a global settings. Remind was designed to be outflow, so it is not into reports. I will read again the initial request and see what to do.

Maxime DOYEN (mdoyen)
Changed in homebank:
importance: Undecided → Wishlist
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