OFX Import Summary

[Brendan Coupe]

On 10/13/25 11:28 AM, Jack via KMyMoney-devel wrote:
> On 10/13/25 12:11 PM, Thomas Baumgart via KMyMoney-devel wrote:
>>> How about always showing the tab but disabling anything that applies to
>>> direct connect if the account is not mapped? This would be a huge help
>>> with my brokerage accounts which always get the number of CDs I 
>>> purchase
>>> wrong (x100).
>> It's not that easy, as the online tab is dynamically added when a 
>> mapping exists
>> and differs completely between the OFX and HBCI version. See attached 
>> how this
>> looks for the KBanking backend supporting HBCI available in Germany 
>> only.
>
> Would it be reasonable to split the Online Settings tab?  For OFX, The 
> Account Details and OFX Details subtabs remain as they are, and the 
> Start date of import section of the Import Details subtab either 
> remains or gets moved to the OFX Details subtab. The Import options of 
> the Import Details subtab could either become a new tab, or be moved 
> to the existing Options tab.  For HBCI (which I don't use, so am not 
> familiar with the settings) I assume a similar split could be made, 
> perhaps it would be the Download subtab which remains, and the Payee 
> and Memo subtabs which move to an always present tab.
>
It's hard to comment on all of the above since I have no mapped accounts 
and do not remember what is on the missing tab/subtabs.

I could see just adding the import options to the section already in the 
Options tab. If it gets to crowded, maybe split the 3 Options sections 
into 3 subtabs, "Import Options", "Tax Options", and "Budget Options".

I'm not sure how this will affect the tab(s) I can't see.


-- 
Brendan