Adds support to use a dedicated opening balance account.

Review Request #130143 - Created May 30, 2017 and submitted

Ralf Habacker
With recent implementation kmymoney is not able to use a
dedicated account for opening balances. Instead it (creates)
and uses an opening balance account with the translated name
of "Opening Balances" which may be language specific.

To specify an opening balance account to be used on adding new
accounts one way of operation is to set the "opening balance
account" flag in the account editor for equity accounts.

This is enabled if no other account contains this flag. Also
changing the state of the flag is only possible if no transactions
are assigned to the account having this flag.

Another way to use this support is to flag an opening balance
account in a kmymoney account template file.

On creating a new kmymoney file the "opening balance account"
flag is imported from a template account flag if specified
in the following form:

<account type="16" name="9000 Saldovortragskonten">
   <flag name="OpeningBalanceAccount"/>

The template admin needs to make sure that only one template account
has this flag set.

Exporting the current kmymoney file to an account template exports
this flag too.

If there is at least one dedicate opening balance account in a kmymoney
file the name will be used as template for adding additional currency
related opening balance accounts in the same hierachy level as the
referenced opening balance account. On the search all accounts having
a currency postfix '(XXX)' are ignored.

  • compiled
  • set/unset "opening balance account" flag in account editor for a given account and save/load kmymoney file -> state is persistent
  • checked if it is possible to set "opening balance account" flag in an additional account -> check box is not visible on editing the second account
  • checked if it is possible to change "opening balance account" flag if transactions are assigned to the opening balance account -> check box is disabled

Note: I choosed the flag name as to be 'OpeningBalanceAccount' in the template file and kmymoney file to have the same name.


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Description From Last Updated
Christian David
Christian David
Thomas Baumgart
Thomas Baumgart
Ralf Habacker
Thomas Baumgart
Ralf Habacker
Thomas Baumgart
Ralf Habacker
Thomas Baumgart
Ralf Habacker
Review request changed

Status: Closed (submitted)

Change Summary:

Submitted with commit e01a94f28c771f76f8a9b1490c0e478edb23328f by Ralf Habacker to branch 4.8.