KMyMoney

[Thomas Baumgart]

Hi Ralph,

thanks for the feedback. Unfortunately, you did not mention which version of KMyMoney you are using. I expect it to be a Windows version though. Depending on the version, my comments to your suggestions might not work for you (esp. if you're using an older version). Please see below inline.


On Montag, 11. Juni 2018 18:09:27 CEST Ralph Goddard wrote:

> This program looks worthy to replace Quicken that I have been using for 30 years.  It appears all the basics are there but could use some interface refinements that would greatly improve usability.
> 
> 
>   1.  Option to hide retired accounts instead of strike-through. Have a check box to show all accounts.

You can completely hide the closed accounts from the lists by using the Settings (General/Filter). There's a "Don't show closed accounts" checkbox.

>   2.  Move "KMyMoney views” icons into a menu. Having them visible at all times is not a time saver.

I was actually thinking about something like that the other day ...

>   3.  Have accounts listed on left side of Ledger page, replacing "KMyMoney views”  for quick selection – the current selector is clunky

Current development is underway allowing to have multiple accounts open in tabbed form. Your idea is good though.

>   4.  Ability to organize accounts other than alphabetically.  I like to group high use accounts together.

Did you know, that this happens if you check the 'Favorite account' checkbox? It's not an arbitrary order, but it collects those marked accounts in a prominent spot (at the top of the list).

>   5.  Ability to store bank login information to launch the proper URL of my bank.  Your current method of “Map to online account” doesn’t seem to work in Canada.  Currently, I open my online bank and just download directly to KMyMoney.

Yes, another thing I was thinking of the other day as I need it in one case myself. Mapping to online account means direct connection using an specific online protocol for the data exchange (e.g OFX or HBCI). This is not for using your bank's web site. I don't know, if the Windows version supports KMyMoney's WebConnect feature. See also my next question.

>   6.  Allow selection of account to dump data into regardless of its type.  I have one bank that classifies both its chequing and savings accounts as SAVINGS, and another bank that classifies them both as CHECKING.

Which (file) format do you use to import your data?


-- 

Regards

Thomas Baumgart

https://www.signal.org/           Signal, the better WhatsApp
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