KMM replaces unknown Payee by historical Payee and Category

Jack ostroffjh at aya.yale.edu
Mon Jul 22 15:37:38 BST 2019


I thought I had filed a wishlist for this - to not automatically create 
new Payees (in my case, on OFX import, but should apply to any import.)  
I'll have to hunt for the bug, or else I'll actually file it.

jack

On 7/22/19 8:51 AM, Michael Berger wrote:
> Thanks Thomas,
>
> I've set 'EON Mitte' to "Match Payees name (partial)"
> and
>
> C. I. Herklots to "Match on a name listed below" which is rembered as 
> ^C\. I\. Herklots$
> and things look now as expected.
>
> Yes, there exist two ancient correct entries for matching 'EON Mitte' 
> and the setting was NOT "Match Payees name (partial)" but I cannot 
> remember what is was before (sorry!)
>
> However I must admit that I do not (yet) quite understand the logic 
> behind all this. And it strikes me that in all these years I was not 
> confronted with a similar experience.
>
> What do you think of my proposal to be asked by KMM to confirm/refuse 
> a new (unknown) payee? Does it not make sense?
>
> Thanks
> Michael Berger
>
> On 22.07.19 07:11, Thomas Baumgart wrote:
>> Michael,
>>
>> On Sonntag, 21. Juli 2019 11:26:29 CEST Michael Berger wrote:
>>
>>> Hello Thomas, friends of KMM,
>>>
>>> I am using:
>>> KMM 5.0.2 with Mageia 6, KDE
>>>
>>> My paying account entry at VoBa Mittelhessen reads:
>>> C. I. Herklots
>>> SEPA-Überweisung
>>> Für Käse TAN:460906 IBAN: NL94....
>>> BIC:INGB...
>>>
>>> My KMM shows:
>>> Pay to: EON Mitte
>>> Category: Wohnen Solms: Strom
>>> Tags:
>>> Memo: Für Käse TAN:460906 IBAN: NL94....
>> Is there any matching setup for 'EON Mitte' and if yes, what are 
>> those entries? I think we recently had a similar case which was 
>> caused by the user's data on file and not by KMyMoney.
>>
>>
>>> Now, "C. I. Herklots" is new to KMM and KMM is trying to keep the 
>>> user's
>>> work down to a minimum.
>>> But in such case  I would prefer KMM telling me that the Payee is
>>> unknown or, possibly better, asking if  "C. I. Herklots" should be 
>>> added
>>> to its list of Payees. But best IMHO: KMM should do this right away and
>>> simply ask the user to confirm.
>>>
>>> As for the Category I have no better idea as to leave this to the user.
>>> Because choosing a category from the list becomes necessary in any 
>>> case.
>>>
>>> Best to all and thanks!
>>>
>>> Michael Berger


More information about the KMyMoney mailing list