question on criteria for deleting a category
Jack
ostroffjh at users.sourceforge.net
Mon Mar 23 22:45:04 GMT 2020
On 2020.03.23 18:26, Jack wrote:
> I'm updating the handbook chapter on Categories, and have run into
> something I can't explain. If I display the Categories View and
> right click on a category, sometimes "Delete" is enabled, and
> sometimes it is not. For categories with existing transactions, if
> Delete is enabled, I am prompted for another category for reassigning
> the transactions. So, mere presence of transactions does not disable
> the Delete action.
>
> I've tried actually looking into the xml file, and that has only
> confused me further. There seem to be several odd things going on,
> and I'm not sure if they are related or not. In these examples, both
> categories of interest also have matching payees.
>
> - In many cases, the transaction itself has a MEMO which is not
> visible anywhere in the GUI, which only shows the MEMOs of the
> appropriate SPLIT, depending on which ledger (account, category,
> payee) I look at.
> - I don't see any consistency or pattern in whether there is a PAYEE
> in the split for the CATEGORY, although I think it is almost always
> present in the split for the account. There also seems to be no way
> to change this, as you can't edit a transaction in the context of a
> category.
>
> Is there something I'm not understanding, or might this just be
> another case where I have strange data?
>
> Jack
I can add another observation - when looking at the Category ledger, if
there is no memo, then the display section in the ledger shows the
Transfer to: field, but if there IS something in the memo field, the
details don't show either the memo or the Transfer to: account. I'm
hoping this is just an anomaly in the ledger code when displaying a
category. When looking at the ledger for either the Payee or the
Account, all fields are appropriately shown in the details column.
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