https://bugs.kde.org/show_bug.cgi?id=417167
Bug ID: 417167
Summary: Add ability to review and edit ofx when importing
Product: kmymoney
Version: 5.0.6
Platform: MS Windows
OS: MS Windows
Status: REPORTED
Severity: normal
Priority: NOR
Component: importer
Assignee: kmymoney-devel@kde.org
Reporter: nathen.s.phill...@gmail.com
Target Milestone: ---
SUMMARY
It would be really helpful to be able to review and edit each transaction when
importing an OFX
Currently when importing you have no control, and Kmymoney creates unnecessary
payees and transactions that have to be matched and edited and deleted.
The early version (99) Of MSMoney handled it very well and would be nice if it
was replicated.
potential procedure would be
1. Import file
2.Kymoney checks for matching transactions already in account
2a.Dialog if Kmymoney finds a matching transaction (based on amount and date
range)
3.review each transaction (Kmymoney may suggest a payee if similar transaction
found)
4.Make changes If required
5.Accept changes
6.Dialog box is matching transaction found (Yes it is,No it is not)
7.Transaction added to account.(or not if a match is found and accepted)
Back to step 2
OBSERVED RESULT
EXPECTED RESULT
SOFTWARE/OS VERSIONS
Windows: 10
macOS:
Linux/KDE Plasma:
(available in About System)
KDE Plasma Version:
KDE Frameworks Version:
Qt Version:
ADDITIONAL INFORMATION
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