https://bugs.kde.org/show_bug.cgi?id=494283
Bug ID: 494283
Summary: Enhance filtering in Report section
Classification: Applications
Product: skrooge
Version: 2.33.0
Platform: Flatpak
OS: Linux
Status: REPORTED
Severity: wishlist
Priority: NOR
Component: general
Assignee: steph...@mankowski.fr
Reporter: yga1v...@duck.com
Target Milestone: ---
Hello,
The report section allows users to visualize transactions that have been
previously filtered, as detailed in the "other filters" field. However, there
is currently no way to add filters manually. Filtering by transaction types
helps exclude certain transactions from the report, such as grouped and tracked
transactions (which are transactions that are combined as parts of a whole,
like a project) and transfers.
Use case: I need to exclude from the report any transactions that should be
subject to depreciation, such as large expenses like buying a house or a car.
In these cases, the ideal solution would be to add a property to the relevant
categories and then filter out any transactions belonging to those categories.
Issue: The goal is to sort categories by property and then open all
transactions from categories without that property. However, this only works
for first-level categories.
Solution: Allowing users to _write_ custom filters would provide easy access to
filtering by categories and properties. In this case, the ability to save the
filter would be essential.
Workaround: While it is currently possible to exclude those transactions using
alternative methods, there are downsides:
- Creating a first-level category called "Exclude" would be the easiest
solution, but it separates all transactions from more relevant first-level
categories (e.g., "House" and "Transport"/"Car" for the previous examples).
- Grouping any of those transactions could work better, but it does not make
much sense since this issue concerns isolated transactions. When needing to
exclude one transaction, it would require grouping it with another transaction
and then ungrouping the second one.
NB: Skrooge is excellent, by the way! I love it—thank you for all your hard
work! I also tried Homebank and KMyMoney, but Skrooge is clearly the best when
it comes to handling 5,000 transaction imports and semi-automated processes,
with the valuable ability to verify automated tasks.
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