OFX Import Matching Problem

[Jack]

On 6/25/19 2:28 AM, Thomas Baumgart wrote:
> Brendan,
>
> thanks for the pointer. I am tempted to rephrase that into
>
>    Show balance status on the Homepage for accounts where balance information is available from the institution.
>
> This actually hits the nail on the head, because not all imported statements contain a balance information. In case the above still needs some improvements, please let me know.
>
> Thomas

I like that version, but how about

   Show balance status on the Homepage for accounts where data imports 
from the institution include balance information.

I might even drop "from the institution" to be shorter.  I assume 
institutions are consistent about providing that information or not, but 
I can certainly believe there are some institutions that only provide 
balance information in some cases (such as files but not direct connect, 
or the other way around.)  Just call me paranoid about how institutions 
are capable of messing up OFX....

> On Montag, 24. Juni 2019 21:37:30 CEST Brendan Coupe wrote:
>
>> Thomas,
>>
>> Since you just cleaned up a minor label problem maybe you can take
>> care of another one before the next release:
>>
>> https://bugs.kde.org/show_bug.cgi?id=407374
>>
>> I wanted to bring it up before I forgot I submitted it.
>>
>> ----
>> Brendan Coupe
>>
>> On Sun, Jun 23, 2019 at 12:07 PM Jack <ostroffjh at users.sourceforge.net> wrote:
>>> I filed bug 409089.  The docs do need updating also, in that they describe the tabs in the Payees view.
>>>
>>> On 6/23/19 1:01 PM, Thomas Baumgart wrote:
>>>
>>> On Sonntag, 23. Juni 2019 18:24:16 CEST Jack wrote:
>>>
>>> On 2019.06.23 12:16, Brendan Coupe wrote:
>>>
>>> Thomas,
>>>
>>> Let me know if you have a patch for me to test. I can easily add it
>>> with my build scripts.
>>>
>>> Jack, do you have a default category for the payee that sometimes has
>>> multiple categories and sometimes (most times) does not? I assume
>>> that setting a default category for a payee takes precedence. If the
>>> transactions with one category has different categories each time
>>> then I'm guessing that's an edge case that will be hard to handle
>>> every time.
>>>
>>> Ah - I did NOT have a default category set for that payee.  I have just
>>> set it to the most common use, and I will keep an eye out to see if
>>> that seems to solve my problem.  Thanks for the suggestion.
>>>
>>> Your question about account versus category points out what I think
>>> is an error in the user interface. I used the Payee tab label
>>> "Default Account" in my email but the tab should probably be labeled
>>> "Default Category" since that's what it really is.
>>>
>>> The underlying "problem" is that internally to KMM, categories ARE
>>> accounts.  I think that is mentioned in the handbook, but it is
>>> certainly a frequent source of confusion.  I agree it would be good to
>>> change the tab label from "account" to "category."  Thomas - should I
>>> open a wishlist so we don't lose this?
>>>
>>> I agree with this change. Do we need to update the docs for that change? Opening a bug on the tracker is a brilliant idea. This way we can track it and it will be mentioned in the release notes (most automatically). I am tempted to work on it soon, so it would be cool if you can check the documentation if it needs change and mention the result of the check in the bug entry.
>>>
>>>