[kmymoney] [Bug 465698] New: Better handling of transaction type naming in imports

Bob bugzilla_noreply at kde.org
Tue Feb 14 04:50:02 GMT 2023


https://bugs.kde.org/show_bug.cgi?id=465698

            Bug ID: 465698
           Summary: Better handling of transaction type naming in imports
    Classification: Applications
           Product: kmymoney
           Version: 5.1.3
          Platform: Microsoft Windows
                OS: Microsoft Windows
            Status: REPORTED
          Severity: normal
          Priority: NOR
         Component: importer
          Assignee: kmymoney-devel at kde.org
          Reporter: kmymoney.qtx at dfgh.net
  Target Milestone: ---

SUMMARY
***
It's annoying that apparently the phrasing of transactions must be matched
exactly when manually importing a CSV file.  'Dividend Reinvestment' is not the
same as 'Reinvest Dividend' and thus import fails requiring a manual editing of
every transaction in the import file.  It would be great if a popup could be
implemented that would allow the user to specify/select what the transaction
type is from the KMM display list and then remember that for the duration of
the import or perhaps longer.
Given the decision not to support cash in an investment account which is
contrary to almost all investment accounts I have, intelligent importing of
mixed transactions from those accounts would be very nice to support.  Since
the program knows of the association of investment and brokerage accounts from
when they were created, give the importer the ability to direct a line item to
either the investment or brokerage account.
***


STEPS TO REPRODUCE
1. 
2. 
3. 

OBSERVED RESULT
import fails

EXPECTED RESULT
user can map the import file transaction types to what the program has defined,
greatly decreasing user frustration with the import process

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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