Is there a way to undo merging a transaction with a wrongly assigned scheduled transaction?

aga agander93 at gmail.com
Tue Apr 12 22:24:50 UTC 2016


That sounds a bit like the payee matching needs looking at.

If you find one transaction that turned out incorrect, what should the 
payee have been, and what actually happened?  How is matching set for 
that payee?

Of course, it could be something entirely different, so more details 
might help.

Allan


On 12/04/16 22:27, Martin Steigerwald wrote:
> Hi!
>
> I started using the scheduled transaction feature to predict cash flow on my
> accounts recently.
>
> On updating my online accounts KMyMoney then asks about whether it should
> input a scheduled transaction, i.e. actually merge it with one it got from the
> bank. I say yes. Then I find out KMyMoney misassigned the scheduled
> transaction to a completely unrelated transaction.
>
> Is there a way to undo this? Right now I manually edited the transaction. But
> its the real transaction is actually a transfer from one account to another
> but KMyMoney changed in into a charge due to the scheduled transaction I canĀ“t
> even change it back to a transfer as that is greyed out.
>
> Right now that feature causes me more issues than it solved.
>
> I already think on always saying no and manually skip the scheduled
> transaction. Or to get rid of them. That said, I removed the descriptions from
> most scheduled transaction cause otherwise it enters the same name description
> again, with the wrong month as many scheduled transaction have a date or month
> in the description. Still if one transaction is a transfer from one account to
> another how does KMyMoney come to assume that it could be a charge from my
> phone/internet access provider instead? Thats so completely off that it
> puzzles me. Only thing is the amount that is roughly similar.
>
> Thanks,



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