[Kmymoney-devel] [Bug 248420] Transaction templates with formulae
ipwizard at users.sourceforge.net
Fri Oct 21 16:39:46 UTC 2011
--- Comment #1 from Thomas Baumgart <ipwizard users sourceforge net> 2011-10-21 16:39:45 ---
One of the variables could be the balance of an account. We received the
following via e-mail:
I'd like to propose a small functional improvement: in scheduled
transactions, allow the user to use data from accounts to fill the
In my country, bank-issued credit cards are a kind of combination
between credit card and a debit card in US terms. Every expenditure by
the user is going towards the "debt" of the card. At some set point in
the month all off the debt is covered (returns to zero) by transferring
the debt amount from checking account to the credit card account. The
user cannot change the amount being transferred - all debt of the card
has to be zeroed. So, once a transaction has been made the money will be
transferred from checking at a given date.
KMyMoney is the only application (from those I tested) that asks to
create a scheduled transaction at the creation of a credit card account
(- big thumbs-up for that!).
In scheduled transaction creation the user should be able to "say" that
he\she want the amount to be "all of the debt in a specific account"
(for credit card creation wizard, the only account available will be the
account that is being created).
Expand the 'Amount' field to be two fields with radio button for each
field. Selection of a radio button makes the associated field enabled.
Field 1: the regular numeric text box that is present today.
Field 2: editable combo box to select an account (for credit card
creation wizard, it will be a text block that says "All of the amount in
Right now, the scheduled transaction is just a necessary burden that the
user has to complete once a month for each card:
1. See what is the debt of the card.
2. Fill that amount in the ledger.
Totally automatic with no decision to make. When you do this for 10
cards it could get quite annoying.
This suggestion will allow to have the transaction fully automated and
remove the burden from the user, making KMyMoney even more awesome.
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