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

[Thomas Baumgart]

Hi,

On Tuesday 12 April 2016 18:33:35 Jack wrote:

> On 2016.04.12 17:27, 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 can´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.
> 
> I can't explain why a transaction you expect to be a transfer is
> sometimes imported or merged as a charge.  I sometimes see that
> myself.  Note that it doesn't seem so strange if you remember that for
> KMM, all payees are treated behind the scenes as just another account.
> Money comes in or out of your account and then out of or into another
> account, which can either be a payee or another of your own accounts.

Well, sort of. It is correct, if you replace payee in the above with category.

> So, it IS possible to switch a transaction between them.  Note that a
> transfer cannot specify a category, so if a transaction is a
> charge/withdrawal, you need to remove the category before you can
> change it to a transfer.  Going the other way, you need to remove the
> transfer to/from account before you can change from a transfer to a
> deposit/withdrawal.

Simply double click on the drop-down button of the category which will show 
you all accounts and categories to select from. Select an expense account and 
the tabs and labels will change accordingly. There's no need to have the tab 
enabled first to change a transfer into a withdrawal or deposit.

Hope that helps.

-- 

Regards

Thomas Baumgart

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