[Kmymoney-devel] [kmymoney4] [Bug 326439] New: Multiple steps required (re-work) when entering a dividend payment

[Nick Elliott]

https://bugs.kde.org/show_bug.cgi?id=326439

            Bug ID: 326439
           Summary: Multiple steps required (re-work) when entering a
                    dividend payment
    Classification: Unclassified
           Product: kmymoney4
           Version: 4.6.4
          Platform: Kubuntu Packages
                OS: Linux
            Status: UNCONFIRMED
          Severity: normal
          Priority: NOR
         Component: general
          Assignee: kmymoney-devel at kde.org
          Reporter: nick at nick-elliott.net

Entering dividend transactions has always been confusing in KMyMoney but it's
even more so since the upgrade to 4.6.4.

The transaction screens for creating and editing dividends do not behave as
expected. Please see 'Steps to Reproduce' for a full explanation.

Reproducible: Always

Steps to Reproduce:
1. In this example I want to enter a dividend of 39.00 (43.33 gross less 4.33
in tax). There are no fees to pay.
2. This is the dividend entry dialogue I see on my system when I enter a new
investment transaction: http://i.imgur.com/1osiN9R.png. Note there are no
fields to enter the values for 'Fees' or 'Interest', nor is there a 'split
transaction' button for 'Interest'.
3. I assume I enter the 4.33 tax deduction against 'Fees' (there is nowhere
else to enter it).
4. I choose an expense category for 'Fees' and then KMyMoney adds a field into
which I can enter the tax payment of 4.33.
5. I choose an income category for the 'Interest' and, again, KMyMoney opens a
field into which I enter 43.33 (the gross amount).
6. At this point the total is correctly displayed as £39.
7. However when I enter the transaction into the ledger the total shows as
43.33 and the value against 'Fees' has disappeared.
8. So I edit the transaction and, as if by magic, a split transaction button
has appeared next to the 'Interest' payment, I click this button and add the
tax deduction of 4.33.
9. I re-enter the transaction into the ledger now and the total is correctly
displayed as 39.00. What's more the tax deduction of 4.33 now shows against the
'Fee' amount.
10. If you then re-edit the transaction it is not possible to make changes to
the value of the 'Fee' amount either directly or through the 'Fee' amount
'split transaction' button. You can, however, make changes using the 'Interest'
split transaction button by making positive or negative adjustments.
Actual Results:  
When you first enter a new transaction into the ledger it loses the 'Fee'
amount.

When you re-edit the transaction a 'split transaction' button appears for the
'Interest' amount and it is only through this method that you can make
permanent changes, editing the 'Fee' amount has no effect.

This also means that, unless you only need to enter a net value it is necessary
to first create the transaction and then re-edit it in order to successfully
record split transactions.

Expected Results:  
The transaction dialogue gives the impression that the 'Fee' value should be
used to apply deductions and other charges to the investment transaction. In
reality it has no such effect - this is not an intuitive entry screen.

It should be possible to complete the transaction at the time you first created
it and not require any re-working on the part of the user.

-- 
You are receiving this mail because:
You are the assignee for the bug.