https://bugs.kde.org/show_bug.cgi?id=465698
Bug ID: 465698
Summary: Better handling of transaction type naming in imports
Classification: Applications
Product: kmymoney
Version: 5.1.3
Platform: Microsoft Windows
OS: Microsoft Windows
Status: REPORTED
Severity: normal
Priority: NOR
Component: importer
Assignee: kmymoney-de...@kde.org
Reporter: kmymoney....@dfgh.net
Target Milestone: ---
SUMMARY
***
It's annoying that apparently the phrasing of transactions must be matched
exactly when manually importing a CSV file. 'Dividend Reinvestment' is not the
same as 'Reinvest Dividend' and thus import fails requiring a manual editing of
every transaction in the import file. It would be great if a popup could be
implemented that would allow the user to specify/select what the transaction
type is from the KMM display list and then remember that for the duration of
the import or perhaps longer.
Given the decision not to support cash in an investment account which is
contrary to almost all investment accounts I have, intelligent importing of
mixed transactions from those accounts would be very nice to support. Since
the program knows of the association of investment and brokerage accounts from
when they were created, give the importer the ability to direct a line item to
either the investment or brokerage account.
***
STEPS TO REPRODUCE
1.
2.
3.
OBSERVED RESULT
import fails
EXPECTED RESULT
user can map the import file transaction types to what the program has defined,
greatly decreasing user frustration with the import process
SOFTWARE/OS VERSIONS
Windows:
macOS:
Linux/KDE Plasma:
(available in About System)
KDE Plasma Version:
KDE Frameworks Version:
Qt Version:
ADDITIONAL INFORMATION
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