[kmymoney] [Bug 478530] New: Warn users when they are adjusting transaction that will affect a time period already reconciled

jesse bugzilla_noreply at kde.org
Fri Dec 15 02:56:16 GMT 2023


https://bugs.kde.org/show_bug.cgi?id=478530

            Bug ID: 478530
           Summary: Warn users when they are adjusting transaction that
                    will affect a time period already reconciled
    Classification: Applications
           Product: kmymoney
           Version: 5.1.3
          Platform: Fedora RPMs
                OS: Linux
            Status: REPORTED
          Severity: wishlist
          Priority: NOR
         Component: general
          Assignee: kmymoney-devel at kde.org
          Reporter: jvapr27 at yahoo.com
  Target Milestone: ---

SUMMARY
Consider the situation when a user has a transaction that will modify the
amount for a reconciled time period. 

Given accounts: 
Asset: Bank checking  Reconciled to date 11/01/23
Liability: car note  not reconciled 
Expense: other-expenses 

The bank checking account is reconciled with some transactions going to
other-expenses. However, one of the transactions was intended go towards the
liabilities. 

When user is reconciling the Liabilities account, they may noticed that the
transaction for the car note is missing. If they try to enter the transaction,
KmyMoney will not complain even if they enter the new transaction for
10/15/2023. 


STEPS TO REPRODUCE
1. Create a checking account, liability and expense account. 
2. reconcile the checking account to date 
3. Enter a new transaction in the Liability account that will affect the
checking account prior to the date of reconciliation. 

OBSERVED RESULT
KMyMoney does not warn the user. 

EXPECTED RESULT
KMyMoney should warn the user that the entering the transaction will cause a
reconciled time period on the partner account to no longer be reconciled.
KMyMoney should then un-reconcile the checking account as of the date of the
new transaction. 

SOFTWARE/OS VERSIONS
Linux/KDE Plasma: Fedora Linux 39 (Workstation Edition) - Gnome 

KDE Plasma Version: N/A - Using Gnome
KMyMoney: Version 5.1.3-33a66be8a
KDE Frameworks Version: Version 5.108.0
Qt Version: Version 5.15.10 (built against 5.15.10)

ADDITIONAL INFORMATION
It does warn when you attempt to adjust a transaction that is already in the
ledger in a reconciled state. However, it does not warn if you add a new
transaction into a reconciled time period.

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