Chapter 15. Reports

Ace Jones

Jack H. Ostroff

Revision 5.1 (2022-12-31)

Known Issues

Recent updates to this chapter bring it up to date as far as actually selecting, configuring, viewing, exporting, and saving reports. However, there are known issues with the content of some reports which will be addressed in more detail in a future update, both of KMyMoney itself as well as this Handbook. These are listed below for your information, and to avoid surprises and unnecessary bug reports.

  • In some Investment Reports, questions have been raised regarding the methods used in the calculations related to capital gains, especially unrealized gains or losses (the difference in value of currently held securities compared to their original purchase cost.) This is particularly true when the period of the report does not extend prior to the purchase and after the sale of any security.

  • In reports involving a data pivot (where columns represent time periods) if currency conversions are involved, the conversions may not be applied on the same dates when transactions are not grouped by dates. This can lead to different values in different reports, where the values might be expected to be the same.

  • Specifying closed accounts for inclusion in reports does not always work as expected. Due to interactions between different parts of the report configuration and generation, it is not always possible to include data from accounts which are now closed, but which were open during the specified time frame of the report.