wish: graph several account balance with pie charts

Bug #1897376 reported by Rafael P.
6
This bug affects 1 person
Affects Status Importance Assigned to Milestone
HomeBank
New
Wishlist
Unassigned

Bug Description

It seems the Statistics report only considers the transactions of an account to calculate balances. The problem arises for the Account -> Balance report option : most of the time, accounts are created with an initial opening balance, but this amount is not taken into account in the calculation of the Balance and hence the calculation of the balance is wrong (it only counts the sum of transactions...)

Some accounts do not have any transaction at all (e.g. real estate assets) and therefore these accounts don't appear in my Statistics report, which is supposed to give a snapshot of one's net worth.

See screenshot for illustration.

Fixing this would be really appreciated !

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

this report is to track expense income, not the balance (you have the balance report for that).

the type button is simply here to select what to graph
I was thinking for some time to change this label, it seems the time has come

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

Yes, but the output of the balance report is one single parameter, plotted against time.

The need I am referring to is to be able to show the total balance of each account at the present time, in a doughnut chart.

If you think this bug is invalid then, should I open a new wish? Where would you see this new report type then (stats, balance)?

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

again, this is called 'Balance' but it should be called 'Total' or 'Result' (of expense + income column)

let me think about this, don't know where to put it now.

Changed in homebank:
importance: Undecided → Wishlist
summary: - Statistics report does not consider opening balance for Account>Balance
- type
+ wish: graph several account balance with pie charts
Maxime DOYEN (mdoyen)
tags: added: account report
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