Budget Report - unbudgeted includes transactions for subcats where main cat has a budget
Affects | Status | Importance | Assigned to | Milestone | |
---|---|---|---|---|---|
HomeBank |
New
|
Undecided
|
Unassigned |
Bug Description
A better explanation than the title .. I hope!
When reviewing items against budgets, if you have a category with a budget but the subcategories don't, the category is reported correctedly ie includes all the sub-cat transactions $s.
But the bottom line displayed [titled "(unbudgeted)"] also contains all the sub-cat transaction lines. This makes looking thru these transactions messy.
For transfers between accounts, I use a category/sub-cat of "Journal:Fund Transfer" and have put a "Force monitoring" budget on "Journal" of 0.0. But the sub-cat transactions still show in "(unbudgeted)".
Suggested solution:
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Can the categories with a budget (whether sub-cats have one as well or not) show all it's sub-cats & their $s.
This would make it easier to see where the category budget spends occurred within it's own sub-cats, and would remove the surplus 'budgeted' transactions from the bottom "(unbudgeted)" results.
Thanks.
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Windows 10/11
HomeBank 5.8-fix1
Running against GTK+ 3.24.33
Changed in homebank: | |
status: | Incomplete → New |
tags: | added: budget |
Changed in homebank: | |
milestone: | none → 5.8.2 |
the goal of this new line as asked in https:/ /bugs.launchpad .net/homebank/ +bug/2023696
is to show an anomaly, then use the detail txn list to review what's wrong.
As category and subcat can have budget independently, when a subcat has no budget, it is as expected in there as it can be an anomaly.
if you suggest to always display all cat/subcat with or without budget: this would lead to a lot of line with 0 (and nothing related to budget), so not a fan, even if this can already be achieve with force monitoring.
+ it seems more and more this capability to set a budget to a cat that have subcat IS a problem.
for example similar situation there #2036404 that suggest to only affect budget to subcat.
this is the way or working of some other program, maybe I should review and consider this.