[kmymoney] [Bug 402794] New: Automatic category assignment does not respect tax assignment

Thomas Baumgart bugzilla_noreply at kde.org
Wed Jan 2 17:16:05 GMT 2019


https://bugs.kde.org/show_bug.cgi?id=402794

            Bug ID: 402794
           Summary: Automatic category assignment does not respect tax
                    assignment
           Product: kmymoney
           Version: 5.0.2
          Platform: Other
                OS: Linux
            Status: REPORTED
          Severity: normal
          Priority: NOR
         Component: importer
          Assignee: kmymoney-devel at kde.org
          Reporter: tbaumgart at kde.org
  Target Milestone: ---

SUMMARY
Importing transaction assigns categories based on previous transactions found
with the same payee. In case such a historic transaction contains two splits (a
net income/expense and a tax split) then the splits are copied but the amounts
are not adjusted to the value of the imported transaction.

STEPS TO REPRODUCE
1. Create payee with and assign a tax transaction
2. Import a transaction from the same payee with a different amount
3. 

OBSERVED RESULT
Splits are setup to reflect the same income/expense and tax category but the
transaction is not balanced.

EXPECTED RESULT
Transaction is balanced.

ADDITIONAL INFORMATION
The copy split feature is also affected.

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