[kmymoney] [Bug 452392] New: give flexibility on how to match a scheduled transaction

[Jonatan Cloutier]

https://bugs.kde.org/show_bug.cgi?id=452392

            Bug ID: 452392
           Summary: give flexibility on how to match a scheduled
                    transaction
           Product: kmymoney
           Version: 5.1.2
          Platform: Other
                OS: Linux
            Status: REPORTED
          Severity: wishlist
          Priority: NOR
         Component: importer
          Assignee: kmymoney-devel at kde.org
          Reporter: cloutier.jo at gmail.com
  Target Milestone: ---

My bank is really making great effort to make importing and matching
transaction unsuccessful.

Currently I believe the main way scheduled transaction get match is through the
payee, but as my imported file is filled with transaction having "payment" as
payee, sometime the memo would be more useful to do the match (the memo
actually sometime contain the shop name see #452386)
      <NAME>FEES                           
      <MEMO>SHOP NAME 

But in other cases it just says "transfer". In that case the amount would be
the ideal matching field, as most of the time it's the automated transfer to
saving accounts
      <NAME>Transfer                        
      <MEMO>Transfer W3 - 1245 

And one last case that gives me headaches is the payroll. In itself it's fine
because I just have to match "PAIE/PAYROLL" to my job payee. The issue is that
I manage both my account and my wife’s account in the same kmymoney file as
they are too many accounts and assets in common. So in this case I'd like the
transaction in my account to match the scheduled transaction for my pay, and
the one in my wife account to match her, then the payee would be updated
following the scheduled transaction payee instead of the payee matching rule.
That would also greatly improve the two other cases.
      <NAME>PAIE/PAYROLL                   
      <MEMO>PAIE/PAYROLL 


I understand that it might be quite complex to do that both in terms of code
and of ux, so if I can help bouncing ideas feel free to ping me.

-- 
You are receiving this mail because:
You are the assignee for the bug.