[Kmymoney] Reassigning a transaction's category

Thomas Baumgart thb at net-bembel.de
Mon Jun 30 16:33:35 UTC 2014


Hi,

On Sunday 29 June 2014 21:47:14 huw wrote:

> On 29/06/14 21:27, huw wrote:
> > Hello
> > 
> > I'm in the process of setting up my personal finances with KMyMoney and
> > I've hit a snag with transaction categories.  While evaluating the
> > program I imported some transactions from my bank's website and assigned
> > Auto>Gas to a purchase of fuel.
> > 
> > However, now that I've set things up more to my liking, I would like
> > that transaction to instead be assigned Car>Fuel.  I seem unable to do
> > this.  If I edit the category for the transaction, I only get the choice
> > of Auto>Gas.  I would expect to be able to change it to my new
> > category.  The transaction had been marked as cleared; is this the
> > problem, and if so, how do I "un-clear" it?
> > 
> > Many thanks in advance.
> > 
> > Kind regards,
> > Huw
> 
> Never mind; it was because when I opened the category dialogue, the text
> field was already populated with Auto>Gas, so the category dialogue was
> being searched based on that string and thus only producing one match.
> When I cleared the text field I was able to select any category.

Instead of clearing out the category text one could double-click on the split 
button on the right of the text field. That will not only show the matching 
categories but all of them.

@Jack: not sure if that is documented. Can you please verify? Thanks.

Regards

Thomas

-- 

Regards

Thomas Baumgart

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