question regarding modification from category ledgers

[Jesus Varela]

Very cool!

My second usecase for wanting to edit or add transactions within a category
is, I usually have a stack of expense receipts from the day/trip/activity I
want to enter. If I usually stack them by expense type. Like fuel, dinning,
entertainment, etc. I what account or CC I used to pay is second thought.
Thus I rather be able to enter transactions within the category, say
dinning, and assign the expense to the CC I used to pay. It may just be me,
but this is the way it feels natural to me. However this requires I be able
to enter transactions from within category.


Hopefully that made sense and sounds like a good idea. Also, the way it is
today, it just seems clumsy. I double click a category,it takes me to the
ledger view but I cannot change anything. Instead I have to go through
additional steps to get to the liability or assets account where the
transaction spawned from to edit it. If I am reviewing all my dining
expenses for the month I lose my position when I have to jump out of the
view I am in to modify 1 transaction.

This could be alleviate also by allowing tabs. Like each time someone
clicks on an account or category, open a new tab. More modern way of
working too. Most people are used to having multiple tabs opened in their
browsers. It is kind of weird when an application doesn't allow you to
nowadays.

These are all just suggestions that I hope I can help with one day. I love
the product and it is amazing work you have all done! Thank you very much!

JV





On Mon, Sep 9, 2019, 11:40 Thomas Baumgart <thb at net-bembel.de> wrote:

> Hi,
>
>
>
> On Montag, 9. September 2019 12:00:24 CEST David Houlden wrote:
>
>
>
> > Hi
>
> >
>
> > Not sure why we can't change within a category but this may help.
>
> >
>
> > Go into the account ledger and type the category you want to split into
> the filter field at top of screen. This will restrict the transactions to
> the ones you want.
>
> > Select the ones you want to change by selecting multiple lines with the
> mouse and holding shift or ctrl key down. Click the edit button and change
> the category. Click enter and all selected transactions should be updated.
>
>
>
> Even easier than that: open the category you want to split in the ledger
> (yes, the category eg. by double clicking it in the categories view).
> Select all the transactions you want to move, open the context menu (right
> mouse button) and use the 'Move transaction to...' feature.
>
>
>
>
>
> > Hope that helps you.
>
> >
>
> > David
>
> >
>
> > On Sunday 08 September 2019 08:23:09 jvapr27 at gmail.com wrote:
>
> > > Hi all,
>
> > >
>
> > > Why is it prohibited to make changes from within a Category?
>
>
>
> Because the (quite ancient logic of the transaction editor makes a few
> assumptions of being called from an asset or liability account) and I did
> not come around to change that.
>
>
>
>
>
>
>
> > > For example, if I have a category of Home Repairs and I want to go into
>
> > > that category to break it down to Home Repairs: home1, Home Repairs:
>
> > > home2 etc.. I cannot do that easily. I have to track down each
>
> > > transaction, go to its source ledger and adjust it there. This is a
>
> > > pain. I know other software does allow for adjusting within a Category
>
> > > so I am not sure if KMM is prohibiting it due to a technical limitation
>
> > > within the code or if this has been discussed and there is a reason why
>
> > > we don't allow it.
>
> > >
>
> > > My scenario basically comes down to me originally assigning all the
>
> > > transactions to a generic Expense account. After reviewing some of the
>
> > > reports, I find that I want to see the data broken down further. Thus I
>
> > > want to break the Category into other subcategories and reassign
>
> > > certain transactions there. This would be easy if I could go into the
>
> > > Generic Category and reassign from there. KMM doesn't allow me. :(
>
> > >
>
> > > I will find another way around it or use something else to get the
>
> > > breakdown but I figured I would share in case you get other similar
>
> > > requests; us users want it. :)
>
> > >
>
> > >
>
> > > thanks,
>
> > >
>
> > > JV
>
> > >
>
> >
>
>
>
> --
>
>
>
> Regards
>
>
>
> Thomas Baumgart
>
>
>
> https://www.signal.org/ Signal, the better WhatsApp
>
> -------------------------------------------------------------
>
> Why are there so many 'smart phones'
>
> used by so many 'stupid people'?
>
> -------------------------------------------------------------
>
>
>
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