Suggestion

[Jack]

On 2016.10.05 13:06, Aloisio Caio Bello wrote:
> My systems of knowledge is very low. But I want to take you and ask  
> for you to present my suggestion:
> First I want to congratulate the KDE team that produced KMyMoney and  
> continues to improve it. It is by far the best financial management  
> program I know. After I discovered the kmy Money replaces the  
> controls in spreadsheets and other programs used to manage my  
> personal finances.
> 
> But I have a suggestion (however, if this mechanism already exists in  
> KMyMoney, please let me know).
> 
> The suggestion is: can make a link between payments and purchases for  
> each record that is done with the scanned document and to stay in a  
> specific folder.
> 
> For example: all purchases that do, are paid by credit card, and the  
> related tax document I is delivered by the seller. I would like to  
> have these scanned documents and linked to the respective amount  
> recorded in the bank account or card account whose control is made  
> unitarily by expenditure made in KMyMoney.
> I have no idea how this suggestion would be implemented, but it would  
> be useful to identify referred to the expense. Often wish to review  
> the expense and knowing referred to was or how much product as such  
> or purchase. And the link would facilitate my life.

If you currently scan the documents and save them as PDF files, you  
could simply put the path to the file in the memo field of the  
transaction.  Accounts have a notes field where you could also save the  
path to a PDF file.  There would be no automatic way to retrieve or  
view the file, you would have to copy/paste the path into a command  
line or file browser, but it is something you can do now.

I can think of several ways to make this easier for the user, and I  
will probably file a wishlist for it, although I don't think it will be  
a very high priority.  The main decision is whether KMyMoney actually  
stores the PDF file within the KMY file, but I don't think that is a  
good idea, as it greatly increase the size of the file.  It might be  
more feasible if using the database back end, but I don't think it  
would be good to have different ways depending on the back end.   
However, it might be reasonable to KMyMoney to allow storing one or  
more file links in each split/transaction/account/category/payee/.....   
The improvement over just using the memo or notes field would be that  
KMyMoney would know it is a file path, and could probably have the  
system open the file for you, and it could optionally (perhaps as part  
of the consistency check) confirm that all the files pointed to in that  
way really do exist.

Jack