KMyMoney Development

[Thomas Baumgart]

Hi,

I answered this briefly in a private mail to Chris because I included some personal details which I don't want to share with the internet.

More answers to be followed here.

Regards

Thomas


On Mittwoch, 24. April 2019 07:15:03 CEST Chris wrote:

> Hi
> 
> I am looking to do some development work in kmymoney, specifically I would 
> like to make changes to the Payees code.
> 
> What I would like to do is add the following features:
> 
>  1. Multiple Categories for Payees
>  2. Manually re-assign transactions from a Payee
> 
> For the first option this would allow a single payee to have multiple 
> categories based on either the bank account or institution or text contained 
> in the payee or memo fields, or a combination of the above.
> 
> Reasoning:
> 
>  1. Banks will assign a payee of "Interest paid" Depending on the account
>     you may want to place these transactions into different categories as
>     all banks and bank accounts tend to use similar phrasing, this is difficult.
>  2. If you refactor a payee for whatever reason I would like to reassign all
>     the transactions matching that payee for a given date range. In the past
>     I have imported transactions, found and corrected issues, deleted all
>     transactions during that import, and then re-imported to correct those
>     issues.
> 
> My question is. Where do I start?
> 
>   * Is this core code so I have to modify core?
>   * Is it doable via a plugin, if so how?
>   * Apart from import.csv plugin is there other example plugins or code or
>     documentation I can view to determine where and how I should tackle this?
> 
> 

-- 

Regards

Thomas Baumgart

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