[Kmymoney] automated parted operation

hugo borrell hugoborrell at gmail.com
Wed Jul 24 13:36:14 UTC 2013


Hello Allan,

2013/7/19 aga <agander93 at gmail.com>

> On Fri, 19 Jul 2013 01:05:45 +0200
>
> Sorry, I wasn't sure how much you already knew.  You're right that there
> is not a fully automated way to do this at the moment.
>
Too bad for my lazyness...


>
> However, it might be possible to eliminate one or more steps in your
> procedure.
>
Good news ! I wish I could achieve this !


>
> Enter your first transaction, including the split.  For my test, I used
> meal for the main category and deduct for the deduction part in the
> split.  Then select or enter "NearbyRestaurant" in Payee view and select
> 'meal' as the default category.
>
Up to now, no problem.



>
> Then open a new transaction, which should show "NearbyRestaurant" as
> the payee.  Even though it is already showing "NearbyRestaurant",
> select it from the drop-down.  A new window should open, 'Select
> autofill transaction', showing previous transactions.

This is where I'm in trouble : this used to happen only if I created
manualy a new transaction, but not if I was importing transaction through
an OFX file : When I "edit" the transaction and pull down the payees list,
no "same transaction" window opens. Is there a way to make this come true ?

I've been checking into "configuration" menus until... I ended up loosing
the chance to open the "same transaction" window, even for manual
transaction. Can you help me upon that ?


>  Select the most
> appropriate - at this stage there will be just one - then click OK.
> That will enter those same details for the new transaction, including
> the split.  You just now need to adjust the meal amount and accept it,
> and you should be there.
>

This used to work fine as long as I created the operation manually, which
is not my goal, OFX importation being much more efficient. I've no idea
about the config change that made this disapear.


>
> So, will not fully what you want, it may help a bit.  Otherwise, submit
> a wishlist entry for it, but don't hold your breath as developer time
> is very limited presently.
>

I guess this could be a long way to get this done. I'd rather find out how
to get the best of what is allready existing, upon which you allready gave
me a precious start. Is there a way to force the "nearly same operation"
window opening ?

Thanks,

Hugo
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