[kmymoney] [Bug 387538] How to make imported transaction a Transfer

Thomas Baumgart bugzilla_noreply at kde.org
Sun Dec 3 07:33:08 UTC 2017


Thomas Baumgart <tbaumgart at kde.org> changed:

           What    |Removed                     |Added
             Status|UNCONFIRMED                 |RESOLVED
         Resolution|---                         |INVALID

--- Comment #3 from Thomas Baumgart <tbaumgart at kde.org> ---
Having two accounts at the same bank and import both might initially end up
with two distinct transactions: one a withdrawal the other one a deposit (with
or without category assignment doesn't matter at that point). The next step
would be to assign the 'opposite' account as category to each of them. This
will lead to false balance information as the transaction now appears twice in
both accounts (they are still distinct transactions. Deleting one of them does
not help here, because each of them carries information for one account to
detect duplicates during the next import. This will be deleted as well and in
case you import the file again the transaction will reappear.

The solution to this is to select both transactions in one account and 'merge'
them into one using 'Transaction/Match'.

p.s. Please use the forum at https://forum.kde.org/viewforum.php?f=69 or the
mailing lists for user questions. Since it is not a bug, I close it here.

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