[kmymoney] [Bug 421872] New: Request for enhancement (RFE) for ledger data entry and update of category when payee name changes.

Mark bugzilla_noreply at kde.org
Thu May 21 18:21:03 BST 2020


https://bugs.kde.org/show_bug.cgi?id=421872

            Bug ID: 421872
           Summary: Request for enhancement (RFE) for ledger data entry
                    and update of category when payee name changes.
           Product: kmymoney
           Version: 5.0.8
          Platform: Other
                OS: Linux
            Status: REPORTED
          Severity: wishlist
          Priority: NOR
         Component: general
          Assignee: kmymoney-devel at kde.org
          Reporter: mwvdump01 at gmail.com
  Target Milestone: ---

SUMMARY


STEPS TO REPRODUCE
1. Open ledge for bank account.
2. Edit an entry and replace the Payee name with a saved Payee name.
3. Tab to the blank category field.
4. Type in the proper category information
5. Save the update.

OBSERVED RESULT

When I get to the blank category field, it has me type in the category for the
transaction.


EXPECTED RESULT

What I'd like KMyMoney to do is to populate the blank category with the last
category that same payee was associated with.  Perhaps a dropdown list might
show if there is more than one category associated with the saved Payee name.

Perhaps a system configuration checkbox that might allow the user to configure
whether or not the category changes (when not blank) to a new category related
to the new Payee name entered.   You might default to keep the existing
category and allow the user to change the setting to allow for automatic
update.

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

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