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Dashboard: Shows balance is incorrect #6730

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3 of 11 tasks
spillaip opened this issue May 7, 2024 · 4 comments
Open
3 of 11 tasks

Dashboard: Shows balance is incorrect #6730

spillaip opened this issue May 7, 2024 · 4 comments

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@spillaip
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spillaip commented May 7, 2024

MMEX version:

  • 1.7.0
  • 1.8.0
  • 1.8.1
  • 1.8.2
  • Other (please specify)

Note: bug reporters are expected to have verified the bug still exists
either in the last stable version of MMEX or on updated development code
(master branch).

Operating System:

  • Windows
  • Mac OSX
  • Linux

Description of the bug

Please describe your issue with details.
Balance in the Dashboard need to be in line with current date, including future dated transactions may require review.

Add screenshot or other files if needed.
image

image

Reproduction

Is the bug reproducible?

  • Always
  • Randomly
  • Happened only once

Reproduction steps:

Expected result:
Show balance as on today

Actual result:
Includes future transactions as well

Additional information

If you have a backtrace for a crash or a warning, paste it here.

@renato-mmex
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Have you activated the option "Ignore Future Transactions" in the Options/View Options ?

@spillaip
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spillaip commented May 8, 2024

The option "Ignore Future Transaction" is not checked. It would be benefitial to keep this checked by default instead of current behavior.

@renato-mmex
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There have already been a number of discussions on this matter, some with, others without. Anyone can vote with this solution. But some don't have the time/desire to get to know the options.

@spillaip
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spillaip commented May 8, 2024

@renato-mmex I understand your point.

Out-of-box future-dated transactions are generally not common practice in most accounting systems. There are a few reasons for this:

Accuracy: Relying solely on a future date for a transaction can be inaccurate. Circumstances can change, and the transaction might need modification before it occurs.

Reconciliation: Future-dated transactions can make it difficult to reconcile accounts, which is the process of verifying their accuracy. It can be confusing to see transactions listed that haven't happened yet.

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