HomeBank

Spent field always 0$ in budget report

Bug #327299 reported by Frank
22
This bug affects 4 people
Affects Status Importance Assigned to Milestone
HomeBank
Invalid
Undecided
Maxime DOYEN

Bug Description

Ok maybe it's me who is doing something wrong but the spent field in the budget is always 0 even if there are transactions in my categories for the selected timespan.

The strange thing is that I can see the transactions in the budget report when I click on a category (in the list view). For example if I click on the "grocery" category, I'll see all the corresponding transactions but somehow it is not being calculated in the spent field.

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

Is the account correctly set for the budget?
There is a checkbox into account properties to enable its transaction to be computed into the budget.
Please check the account is not closed, it set to budget and that transaction are not in remind state.

Changed in homebank:
status: New → Incomplete
Revision history for this message
Frank (flamontagne) wrote :

Ok... silly me. There is no problem with the spent field. My accounts were simply not included for the budget. I didn't notice this checkbox. Thanks for your help!

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

Your welcome !

Changed in homebank:
assignee: nobody → mdoyen
status: Incomplete → Invalid
Revision history for this message
Jul (julien-carnot) wrote :

Had the same problem, works great now. Could you include a hint on this account-related option in the documentation (in which ever of budget dialog/basic concepts/budget report section you find most appropriate?

Maybe something like "The budget report will only compute transactions in accounts that are set up as to be included in the budget (see Accounts dialog)." in the introduction of the budget dialog section would help users troubleshooting this.

Thanks for the great software and documentation!

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

This will be done for sure !

Your welcome !
I tries my best ;-)

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

This is done !

Revision history for this message
Jul (julien-carnot) wrote :

Thanks a lot, hope it will help new users!

To post a comment you must log in.
This report contains Public information  
Everyone can see this information.

Duplicates of this bug

Subscribing...

Other bug subscribers

Remote bug watches

Bug watches keep track of this bug in other bug trackers.