[kmymoney] [Bug 418329] New: Matching transaction incomplete on transfers with scheduled transaction.

Jonatan Cloutier bugzilla_noreply at kde.org
Sat Feb 29 17:13:10 GMT 2020


https://bugs.kde.org/show_bug.cgi?id=418329

            Bug ID: 418329
           Summary: Matching transaction incomplete on transfers with
                    scheduled transaction.
           Product: kmymoney
           Version: 5.0.7
          Platform: Other
                OS: Linux
            Status: REPORTED
          Severity: normal
          Priority: NOR
         Component: importer
          Assignee: kmymoney-devel at kde.org
          Reporter: cloutier.jo at gmail.com
  Target Milestone: ---

SUMMARY
I use a lot scheduled transaction for my forecast and thus I have many
scheduled transactions that map to transfer between account (let say my weekly
saving money transfert from my checking account). After that, when I import my
bank transaction using ofx web connects the first transaction imported
(checking account) match against the scheduled one, but the reverse (from
saving account) doesn't get matched since the first one is already in "matched"
state.

STEPS TO REPRODUCE
1. Create a scheduled transaction of a transfer between two accounts
2. Have that transfer happens between the two real account
3. Import the bank ofx file containing both account transactions


OBSERVED RESULT
The first transaction is matched against the scheduled one, the second
duplicate the transaction.

EXPECTED RESULT
The 3 transaction should be matched at once or the scheduled one shouldn't get
in the way

The work around currently is to accept the first match and then manually match
the second one, but this crate a lot of research to find all the duplicate
transaction on each import.

SOFTWARE/OS VERSIONS: 5.0.7
KDE Plasma Version: 5.17.5
KDE Frameworks Version: 5.66.0
Qt Version: 5.14.0

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