<br><br><div class="gmail_quote">2013/7/24 Jack <span dir="ltr"><<a href="mailto:ostroffjh@sbcglobal.net" target="_blank">ostroffjh@sbcglobal.net</a>></span><br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
On <a href="tel:2013.07.24%2009" value="+12013072409" target="_blank">2013.07.24 09</a>:36, hugo borrell wrote:<br>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
2013/7/19 aga <<a href="mailto:agander93@gmail.com" target="_blank">agander93@gmail.com</a>><br>
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.....<div class="im"><br>
<br>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
> Enter your first transaction, including the split. For my test, I used<br>
> meal for the main category and deduct for the deduction part in the<br>
> split. Then select or enter "NearbyRestaurant" in Payee view and select<br>
> 'meal' as the default category.<br>
><br>
Up to now, no problem.<br>
><br>
> Then open a new transaction, which should show "NearbyRestaurant" as<br>
> the payee. Even though it is already showing "NearbyRestaurant",<br>
> select it from the drop-down. A new window should open, 'Select<br>
> autofill transaction', showing previous transactions.<br>
<br>
This is where I'm in trouble : this used to happen only if I created<br>
manualy a new transaction, but not if I was importing transaction through<br>
an OFX file : When I "edit" the transaction and pull down the payees list,<br>
no "same transaction" window opens. Is there a way to make this come true ?<br>
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When KMM imports a transaction into an account, and it does not match an already existing manually entered transaction, it uses the format of an already existing transaction. I do not know if it uses simply the latest transaction in the account, or chooses some other way. However, I have had cases where imported transactions were created with splits, even though I did not want that. It apparently happened because I had recently created manually a split transaction in that account. I give this long explanation just to show that it should be possible to get at least part of what you want - you will probably still have to adjust the amount of one or both of the splits.<br>
</blockquote><div><br></div><div>Well, if the only manual intervention is to adjust the amount, this would be anyway better than what I'm doing up to now.</div><div><br></div><div> </div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<br>
My suggestion to try this is to first manually enter at least two or three transactions. Then do the OFX import and see if the imported transactions have the splits.<br></blockquote><div><br></div><div>YES : I first had to uncheck the "default account" button in the "suggest category" tab of the payees list.</div>
<div> </div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<br>
Also, to clarify something: the payee list that shows up (either on a new transaction or editing an existing transaction) just has the list of payees. The list of previous transactions only shows up AFTER you select a payee when manually entering a transaction. It also will not show up when editing a transaction, since the rest of the transactions details are already present. It will certainly not show up when importing transactions, because the import should complete by itself, without needing any manual intervention.<br>
</blockquote><div><br></div><div>Too bad : I wish I could parameter this, or make a keyboard shorcut to get it.</div><div> </div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
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Let us know what happens when you try the import when the account contains several transactions with the splits as you want them.</blockquote><div><br></div><div>It works but I first have to uncheck the KMM "sugestion" as written above.</div>
<div><br></div><div>Thanks a lot for provided help Allan and Jack !</div><div><br></div><div>This could of course be improved, since the global amount is not assigned : the last split is just copied with the exact amount of a previous transaction. I still have to edit the split, changing the "meal" category to 0 € to get a global unasigned amount that can than replace this 0 € to have a correct repartition.</div>
<div><br></div><div>Not perfect, but still far better than what I was doing previously.</div><div><br></div><div>2013/7/24 Koos Pol <span dir="ltr"><<a href="mailto:koos2013@pohw.nl" target="_blank">koos2013@pohw.nl</a>></span><br>
<blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left-width:1px;border-left-color:rgb(204,204,204);border-left-style:solid;padding-left:1ex">Op 24-07-13 15:53, Jack schreef:<br><div class="im">> Let us know what happens when you try the import when the account contains<br>
> several transactions with the splits as you want them.<br><br></div>I'm reading "templated transactions" somewhere in the distance...<br><span class="HOEnZb"><font color="#888888"><br>Koos</font></span></blockquote>
<div><br></div><div>Hi Koos,</div><div><br></div><div>Where's that ? In documentation ? A sub menu ? Could that be related to an automated split ? It sounds like it could be...</div></div><div><br></div><div>Hugo</div>
<div><br></div><div><div class="HOEnZb"><div class="h5"><br></div></div></div></div>