Excluding Catagories from Budget, Reports and Forecast

Asked by Eagle Boy

Is there a way exclude certain categories and or account from a Report, Budget, and/or Forecast?

Here is the background on my question.
I have multiple accounts I track but I created one account where I keep a running tally of all expenses across all accounts (since my monthly budget is based on the funds on these accounts). By doing this I know I am creating duplicate entries but in the "budget" account I assign all transactions to the "Budget Income" or "Budget Expense" category depending on the type of transaction. Now when I go to create a report or to look at the forecast, kMyMoney2 includes the "Budget" account and "Budget" categories which skews the numbers. I remember when I use to use MicroSnatch Money I had this option but I have not found something similar in kMyMoney. I could always export the reports and use OpenOffice Spreadsheet to rerun the numbers excluding the "budget" Account and categories but if kMyMoney did it for me it would be better.

Question information

Language:
English Edit question
Status:
Solved
For:
Ubuntu kmymoney2 Edit question
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Solved by:
Hei Ku
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Revision history for this message
Eagle Boy (eagle-boy) said :
#1

Update, I found how to exclude the account and categories from the report. Still can't find how to exclude them from the forecast and budget section.

Revision history for this message
Hei Ku (asoliverez) said :
#2

Budget nor forecast don't have this option.

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Eagle Boy (eagle-boy) said :
#3

Could this option be added to budget and forecast?

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Hei Ku (asoliverez) said :
#4

Sure, we wait for your patch.

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Eagle Boy (eagle-boy) said :
#5

hehe, I guess I better undust my C++ books and start analyzing the code. Hopefully I still remember everything I was taught.

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Best Hei Ku (asoliverez) said :
#6

Just kidding. We are in feature freeze for a while we port KMyMoney to KDE4. In the meantime, you can enter a feature request here: http://sourceforge.net/tracker/?group_id=4708&atid=354708

Revision history for this message
Eagle Boy (eagle-boy) said :
#7

Thanks Hei Ku, that solved my question.