[Kmymoney-devel] Feedback

[Charli]

Hi all -

I've been using kmymoney for I don't know how long - at least 5 years. I 
would just like to record a thanks for such a useful, effective and 
stable application. Previously I used Quicken and then MS Money and 
while they were OK, kmymoney does all they could do and more.

I have only just discovered the forums etc, which I suppose is a 
backhanded compliment  in that I've been successfully using it all this 
time without any need for help!

There are three issues I'd like to draw to your attention:

1) It would be useful to allow a scheduled transaction to happen on the 
LAST day of the month - and another option for the LAST xxxday where xxx 
is Mon, Tues, Wednes, etc (you get the picture). My pay comes in on the 
last non-weekend non-Bank-Holiday of the month and the scheduler slowly 
creeps it earlier due to months having different numbers of days, so 
March pay schedules on March 28 'cos the February entry set the day up 
as 28. This is not at all a major problem but it irritates.

2) Sometimes the payee recorded for a scheduled transaction is different 
from that named in the scheduler - eg,I have credit card payoffs 
scheduled for <Company1>, <Company2> and <Company3>; these often all 
appear as <Company1>. The error only happens for transfers when the 
initial character (the "<" in this example) are the same, and the 
transfer uses the correct accounts. This is a minor problem.

3) In these days of no loyalty and lots of changing between banks, there 
is a need to make mass shifts of old data held for closed accounts. I 
have set up "Old Current Account" and "Old Credit Card Account" to hold 
these because otherwise I end up with a large number of accounts most of 
which are now defunct. What I would like to do is to have just one "Old" 
account for everything, but I can't do mass changes between certain 
types of account, so I have to have one "Old" for current accounts and a 
different one for credit card accounts and a third for some other 
account which is neither (I'm not sure why kmymoney wants to keep it 
separate). It seems that single transactions can be shifted from any 
account to any other but groups of transactions can't be. Is it possible 
to have just one "Old" account, or is there some fundamental difference 
between accounts of different types (here, credit card and current) that 
prevents this?

Sorry the text volume suggests little satisfaction and lots of problems 
- it's a by-product of having to describe problems in detail while 
praise is general.

Thanks for the app

Charli
Charles Langford, London UK