[Kmymoney-devel] New account wizard question

[Thomas Baumgart]

Hi,

on Saturday 10 July 2010 Jack wrote:

sorry to be a bit late with my answer (but I am just now catching up all my 
mails)

> On 2010.07.09 19:15, Fernando Vilas wrote:
> > On Friday, July 09, 2010 16:18:34 Jack wrote:
> >> In the second step of the "Select Accounts" part of creating a new
> >> file, the dialog says "Select groups of accounts that
> >> correspond......"  I find several issues with this dialog.
> >>
> >> -- the lower right pane is labeled "Accounts"  but what shows up in
> >> them is categories, not accounts.  Should the label change, or am I
> >> misunderstanding something?
> >>
> >> -- I have tried several of these (US) templates, and none of them
> >> created any accounts, only categories.
> >>
> >> -- several of the templates say (in the "Detailed description" to
> >> use along with a base category group, but there is no explicit
> >> notice which are considered the base groups.  Also - that implies
> >> that you can select more than one category, but the usual way of
> >> Ctl-Click does not work for me - it just replaces the selected
> >> template with the new one.
> >>
> > > Thanks for any explanations.
> >
> > From an accounting standpoint, categories are accounts. The parent
> > account for them is either Income or Expense. If I pay rent with
> > cash, then there is a debit on the Rent account and a credit on my
> > Cash account.
> 
> Ah.  I did think of payees as accounts (of a sort) but not really
> categories.  I guess this makes sense - since you always need a
> category for a transaction, but not necessarily a payee.
> 
> > While KMM uses a double-entry system, that is mostly abstracted away
> > from the user by using the concept of categories.
> 
> This also confuses the discussion/explanation of split transactions,
> which I think has come up on this list more than once.
> 
> > Maybe the explanation needs to be clearer, and possibly the labels
> > need to change also. I can see how it could be confusing to a user.
> 
> I think it would be clearer if in cases where you mean a category, and
> not any other account, to only say category.  Particularly in this part
> of the wizard - since the templates only create categories, and not
> "user" accounts (for lack of a better term to distinguish.)

Hmm, that is influenced by the contents of the template. Use the templates 
under Germany: most of them have asset and liability accounts as well.


> However, this still leaves open the question of whether the user should
> be able to select more than one template at this step.

Yes, she should. Works perfectly in 1.0.x. Maybe, it's just a matter of 
setting up the correct selection method.


-- 

Regards

Thomas Baumgart

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