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<p class="MsoNormal">Hello KMM development team,<o:p></o:p></p>
<p class="MsoNormal">Thank you for all of your hard work in providing this great application to the community!
<o:p></o:p></p>
<p class="MsoNormal">This email is in response to the posting: <a href="https://forum.kde.org/viewtopic.php?f=69&t=151615&sid=739d46f85c0ef7cbb5edf6a3992b2d08">
https://forum.kde.org/viewtopic.php?f=69&t=151615&sid=739d46f85c0ef7cbb5edf6a3992b2d08</a><o:p></o:p></p>
<p class="MsoNormal">I’m using KMM 4.8.1 on Win 10 Pro x64 (build 10.0.16299) as of this writing: 27 MAR 2018. Admittedly I’ve not used KMM on Linux, and thus am not on the current release. Therefore, I’ll apologize up front if some if this was already addressed
or not-applicable.<o:p></o:p></p>
<p class="MsoNormal">General<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l0 level1 lfo1">
[New] Navigation history; akin to browser’s back and forward buttons.<o:p></o:p></li><li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l0 level1 lfo1">
[New] Add some level of file-based security, such as password protection and/or file encryption.<o:p></o:p></li></ul>
<p class="MsoNormal">Accounts<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[Change] Ability to change account type after creation. I ran into this need during initial setup; as imports were having problems, so this may be more of a problem solved via documentation.<o:p></o:p></li><li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[Change] Add last-reconciled date to Accounts summary<o:p></o:p></li></ul>
<p class="MsoNormal">Schedules<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[Documentation] Establishing the scheduling frequency using the two combo boxes wasn’t intuitive. Fortunately, through trial and error, I was able to figure it out using the text of the Frequency column on the Scheduled transactions list view. In plain language
2 WEEK was displayed Every other week.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[New] Scheduled transactions for credit card payments should grab the balance of the credit card’s account ledger at the date of the transaction; or at least the current balance.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[Documentation/New] Transactions that buy shares are clunky (Bank -> Brokerage -> Investment) in that it takes twice as many scheduled tasks to transfer the funds, plus it leaves at one of these accounts never getting reconciled. Documentation improvement
is definitely required; but it may be helpful to make it so a composite transaction can address moving the funds to all appropriate accounts in one entry. Also, there doesn’t seem to be an easy way to make payroll deductions for investments. The split only
permits category assignments. More on that in the Ledger recommendations.<o:p></o:p></li><li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[personal note for follow-up] The behavior and settings required to auto-enter scheduled transactions don’t work as I expect; but I’m not yet able to articulate the concern.<o:p></o:p></li></ul>
<p class="MsoNormal">Ledger/Transactions<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[New] Create a paycheck form for entering transactions. Create tabs/sections for wages, pre-tax deductions, taxes and post-tax deductions. Include the ability to make transfers to other accounts, such as savings and investments. Much of this can be done
with additional transactions; but adding this feature would greatly streamline the process and improve accuracy.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[New] Option to swap keystrokes used to edit [Enter] or add [Ctrl+Ins] a transaction. Data entry would be must faster using the enter key to create new transactions and reduces the likelihood of accidental edit of committed transactions.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[Fix] Selected tab is not clearly identified and leads to incorrect transaction types. This is likely a rendering issue in windows.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[Documentation] I don’t recall the documentation mentioning that a double click in the number field will enter the next check number; assuming the last number was set in account settings first.<o:p></o:p></li><li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[Change] Tab-order on transaction form, although correct in field order (top/down, left to right), it is not intuitive or efficient for data entry. For repeated transactions based on last entry, once the payee is selected the most likely thing to change are
date and amount. Currently it takes 5-6 extra tabs to get there. Over the course of a month’s worth of entries, that adds up to lots of keystrokes. For all transactions the split needs to come after the amount or the user will get errors on mismatched amounts.
Yes, you can update the total when exiting the sub-form; but entering the total up front would segue into the next topic: Splits.<o:p></o:p></li></ul>
<p class="MsoNormal" style="margin-left:.25in">Splits<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[New] If the amount of a transaction was entered before creating a split, provide the option to auto-divide remaining balance after splits are entered proportionally as taxes against each line in the split. This assume the user doesn’t want/need to track sales
taxes as a separate category and wanted to track each category as the cost of goods with taxes.<o:p></o:p></li></ul>
<p class="MsoNormal"> Example:<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<ul style="margin-top:0in" type="circle">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level2 lfo2">
Transaction gross is entered as 50.00<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level2 lfo2">
The split was two entries. Line A for 10.00 and line B for 30.00.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level2 lfo2">
The taxes on the receipt would be the remaining 10.00.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level2 lfo2">
Upon exit, total 40 != 50, therefore KMM asks if user wants to split the rest as taxes, go back to correct, update total with new value or leave as-is.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level2 lfo2">
Selecting to add taxes would re-calculate each split line as:<o:p></o:p>
<ul style="margin-top:0in" type="square">
<li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level3 lfo2">
Line amount += (Transaction gross – current sum of splits ) * ( Line amount / current sum of splits )<o:p></o:p></li></ul>
</li></ul>
</ul>
<p class="MsoNormal" style="margin-left:.5in">A follow-on feature to this would be enabling categories with individual taxable rates (for those that want to get very granular with their personal finances).<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[Change] Inside a split, pressing a number key should default to updating the amount not the category.<o:p></o:p></li><li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[Change] Permit transfers to other accounts. The paycheck feature would require this; but it would also enable users of debit cards with auto-save features to direct debit their ‘virtual change’ to a savings account.<o:p></o:p></li></ul>
<p class="MsoNormal">Importing/Matching/Reconciling<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[New] During reconciliation only, is it possible to perform a match AND accept at the same time.<o:p></o:p></li><li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
[Fix] Matching transactions is inconsistent. If you want to keep the details in transaction A when matching to B, sometimes you have to click A then perform the match command while over B and other times the complete inverse is true. I’m not sure what
<o:p></o:p></li></ul>
<p class="MsoNormal">Documentation<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo2">
Several key procedures deserve a sample walk-through. The documentation does a decent job of explaining settings and other functions, but sometimes that is not enough to complete a process from start to finish. It took a lot of trial and error (IE: Skipping
saving the file and repeating several times) to get it right. In particular, I had substantial difficulty in the following tasks:<o:p></o:p>
<ul style="margin-top:0in" type="circle">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level2 lfo2">
Migrating data to KMM and getting a clean configuration to work with.<o:p></o:p></li></ul>
</li></ul>
<p class="MsoListParagraphCxSpMiddle" style="margin-left:1.0in;mso-add-space:auto">
Some manual prep in the export file and inside KMM were required to get clean imports. Using the raw QFX/QIF/CSV led to odd settings that couldn’t be changed once created, such as incorrect account types.<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<ul style="margin-top:0in" type="circle">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level2 lfo2">
Reconciling the imported data to establish a baseline.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level2 lfo2">
Importing bank statements and monthly reconciliation (accept/match/clear).<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level2 lfo2">
Defining a paycheck transaction.<o:p></o:p></li><li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l1 level2 lfo2">
Configuration of investments, stock quotes and scheduling investment transactions.<o:p></o:p></li></ul>
</ul>
<p class="MsoNormal">Thank you for the opportunity to contribute my feedback. Please let me know if I can be of more assistance or if further clarification is needed.<o:p></o:p></p>
<p class="MsoNormal">Eric<o:p></o:p></p>
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