[kmymoney] [Bug 474004] Display a few more information in the payee view

Jonatan Cloutier bugzilla_noreply at kde.org
Tue Sep 19 04:20:11 BST 2023


https://bugs.kde.org/show_bug.cgi?id=474004

Jonatan Cloutier <cloutier.jo at gmail.com> changed:

           What    |Removed                     |Added
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                 CC|                            |cloutier.jo at gmail.com

--- Comment #4 from Jonatan Cloutier <cloutier.jo at gmail.com> ---
(In reply to Jack from comment #3)
> In terms of adding columns to the payee list, real estate is limited, so I
> don't think I would want to add more than one, or risk the display being too
> crowded.  In that case, I'm not sure that any single additional column would
> actually be useful.

Just adding my thought here. I actually believe all 5 data suggested would be
valuable in the table. Those column should be sortable and customization like
the account or category list. So maybe only one added by default (balance?) but
all other could be added by the users.

In terms of real estate, the list and detail pane could easily be 50/50 by
default which is still easily usable on standard hd display that most people
have nowadays.

Finally, here are my use cases for all 5 data. it mostly turns around being
able to clean up the list to merge payee (which is currently quite a cumbersome
task when importing from bank accounts):
- Creation date of the payee in KMyMoney or date of the earliest transaction
booked on the payee  => when sorted, we can look at the latest created payee to
make sure they are not duplicate or more generally that all their info are
correct. (Understand the 1st one is not to be expected in the short term.)
- date of latest transaction booked on the payee => same as previous if we want
to review recently used payee
- Current number of transactions booked on the payee and current balance total
of the payee => when ordered (and maybe filtered) see which payee is used more
to know in which to merge the transaction. Could also be used to clean up
almost unused payee (I tend to group single usage payee together, like
occasional convenience store, I don't care exactly which one)

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