[Kmymoney-devel] Feedback

[aga]

On Tue, 30 Apr 2013 12:00:50 +0100
Charli <charli at mora.me.uk> wrote:

> 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
> _______________________________________________

Firstly, thank you for your kind words.

About your item 1), I think there have been previous similar requests.
So that it doesn't get forgotten, with developer time being in short
supply, could you log it on https://bugs.kde.org/, with Severity as
Wishlist.

2) For those payees, what transaction matching option have you set?
Have you tried 'Match on Payee name'?  If that doesn't help, could you
expand your description to ensure it is fully understood.

3) I set up an asset account and successfully transferred
multiple - well two - transactions from a checking account, and also one
from a credit-card account.  It might be worth trying that.  There are
certain restrictions on what types of transaction may be
multiple-selected, but in general editing and moving is allowed.

Allan


Allan