[kmymoney] [Bug 418377] New: "Match transaction within days" setting is ignored for direct connect imported transactions

bugzilla_noreply at kde.org bugzilla_noreply at kde.org
Sun Mar 1 21:53:50 GMT 2020


https://bugs.kde.org/show_bug.cgi?id=418377

            Bug ID: 418377
           Summary: "Match transaction within days" setting is ignored for
                    direct connect imported transactions
           Product: kmymoney
           Version: git (master)
          Platform: Other
                OS: Linux
            Status: REPORTED
          Severity: normal
          Priority: NOR
         Component: onlinebanking
          Assignee: kmymoney-devel at kde.org
          Reporter: Brendan at CoupeWare.com
  Target Milestone: ---

I'm running KMM compiled from the git master branch today on Fedora 31. This
has been a problem for a while.

In the KMM settings, Ledger section, Import tab I have set the "Match
transaction within days" to 15.

This setting is ignored when importing transactions using direct connect which
is how I import almost all of my transactions. I'm not sure when this setting
is supposed to work but is does not work for OFX imported transactions using
direct connect.

Instead is appears that KMM matches the transaction with the closest amount
value no matter how long ago that transaction took place. This is the worst
thing it could do for paycheck transactions since they have many splits and
unless the matching is limited to fairly recent transactions it can match with
a paycheck from years ago when the splits (such as gross pay) were very
different. I have to delete the imported transaction, then copy a recent
transaction and modify it to match the amount and then re-import it to match
the one I entered manually.

At the very least the global setting should be functional with the most common
way to import transactions, direct connect.

Ideally it would be possible to modify this setting on an account basis in the
online banking settings under import details.

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