Feature Request Split Transaction with Multiselect

[Rudolf Schmidt]

I do not know how to get the work done differently.

Sometimes you get several transactions from your bank accounts or csv
files for example.

Sometimes you buy from the same service several products. It would make
sense to select those entries and assign them to a certain category at
once without doing the work for each entry.

Last time I bought coaching programs from one single provider that
charged me 6 times for different programs at once. Why do I need to
select every single entry, assign it to category coaching and do the
recurring work for the next entries. It would be better to have a more
automatic approach.

Also I would like to give the feedback that it would be better to show
not split transaction in the category but maybe the first category with
a symbol that there are more categories involved. So you know the main
category, in my case coaching, but you also know that there is VAT
involved probably.

I agree, its not the must have without nobody can survive at the planet
feature, but it would be more efficient.


Does it make sense?


Best Regards,
Mit freundlichen Grüßen,
Rudolf Schmidt

On 1/1/19 3:36 PM, Thomas Baumgart wrote:
> Rudolf,
>
> On Dienstag, 1. Januar 2019 09:14:38 CET Rudolf Schmidt wrote:
>
>> I need that for VAT purposes.
>>
>> For all incoming expenses I want to take my German 19% VAT back that is
>> in the price included.
>>
>> If that is a corner case, then imho kmymoney is not a serious tool, with
>> all respect.
> In general, the VAT feature is certainly not a corner case, but selecting multiple transactions at once it is - at least to me. Hence I want to understand your workflow to be able to see if your task can be performed in a different way.
>
> BTW: I use this feature for the very same purpose here, so I understand what you are trying to achieve. You not only need to track expenses, but also income where the same rules apply.
>
> So the question I have is, how did you end up with multiple transactions not having a VAT assignment and how often do you think you need this multiple transaction VAT assignment in the future? How do you enter transactions into KMyMoney?
>
> Regards
>
> Thomas
>
>
>> On 12/31/18 4:44 PM, Thomas Baumgart wrote:
>>> Hi,
>>>
>>> On Montag, 31. Dezember 2018 05:51:14 CET Rudolf Schmidt wrote:
>>>
>>>> Hey Jack,
>>>>
>>>> yea sure, I give an example.
>>>>
>>>>
>>>> I create an asset as account receivable for getting vat that I have paid
>>>> on behalf of my company back.
>>>>
>>>> So if I pay for my internet connection like 30€ a months, 19% of that
>>>> money should go to the account receivable and the rest should go as an
>>>> expense.
>>>>
>>>> I can do that with a split.
>>>>
>>>>
>>>> Fortunately you have already a kind of automatism that works for that.
>>>> Maybe you can rename it a little bit because you can split not only VATs
>>>> for that but also to split income shares etc.
>>>>
>>>> My created asset account receivable I make as an vat account with 19%.
>>>>
>>>> My expense internet connection I assign to the vat account.
>>>>
>>>> So if I assign any transaction to my expense internet connection I get a
>>>> split with a calculation for vat and the expense itself.
>>>>
>>>> Thats fine and that is what I want.
>>>>
>>>>
>>>> If I select multiple transactions to assign all to the same category
>>>> (that works normally) I get the assignment to the correct category but
>>>> the automatic split to the vat account doesn't happen. That is the bug here.
>>>>
>>>>
>>>> Hope its more clear now, please do not hesitate to ask or comment if
>>>> something is not clear.
>>> In which case do you need to process multiple transactions this way? AFAICS, this can only happen in case your books are not à jour and you have to fix something. Looks to me like a corner case.
>>>
>>>

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