https://bugs.kde.org/show_bug.cgi?id=506144
jesse <jvap...@yahoo.com> changed:
What |Removed |Added
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CC| |jvap...@yahoo.com
--- Comment #8 from jesse <jvap...@yahoo.com> ---
(In reply to Anguo from comment #7)
> Thank you for your contributions to kmymoney. It's appreciated.
>
> Using Gentoo, I can easily add patches to my build. I remain at your
> disposition if you need me to test a patch and provide feedback.
>
> Compared to 5.1.3, the new version's new transaction data entry feels like a
> regression. I have not been able to test the Tab reordering, so maybe that
> would help.
> The combined Account/Transaction widget is confusing and bad UI. It should
> be self-explanatory and a new user should be able to figure such things out
> without consulting the documentation.
>
> Right now, when I press [Insert] for a new transaction, the first field is
> the date, which rarely change (since we tend to enter transaction in
> chronological order) => tab to the amount => tab out from the amount and the
> "Category" field is highlighted with a large dotted red box, as if I had
> done something wrong, before I get a chance to select the Payee and the
> Category itself. It should only be highlighted if I FORGET to add a
> category, when tabbing out of that field.
>
> I think the first step, the first focused item when creating a new
> transaction should be either the Payee or the Category (configurable),
> offering an opportunity to select a closely matching past entry,
> pre-populating the other fields. I saw some old feature requests to that
> end.
>
> If it's all to complicated to change at once, I can at least help drafting a
> document to be hosted where you want, ideally some kind of wiki page, where
> we can properly describe the roadmap to the "ideal" transaction entry form.
>
> Most of the time spent on kmymoney is entering data, inputing new
> transactions. So it's important for the flow to be smooth and self
> explanatory.
I personally like the new entry form.
I am used to thinking of categories and accounts as .. accounts.
When you send money between liabilities or asset accounts, it is called a
transfer.
When you assign a "category" type of account, it is either an income or
expense.
In this new form, you do not need to think about whether you are doing a
transfer or a category. You enter your date, amount, payee and then set an
account(whether asset/liability or an income/expense). The transfer or
deposit/withdraw.. etc is automatic.
To me it is much simpler and better flow than the Transaction form with the
tabs. Especially considering you can now make changes from ledgers of
categories. In typical accounting software, categories are really just
accounts.
Although, I would concede that if your muscle memory is already set in its
ways, then I could see how the old method is more appealing. Perhaps you
organize your receipts/input documentation in such a way to enter all deposits
first, then all the transfers, etc..
It may be wiser to leave this new form, as it does seem much more streamlined,
but provide a way for the old method to be used.
I had a few people that refused to convert to KmyMoney due to the old
transaction form. They found it cumbersome to have to click on the tabs. They
too, find the new form much more intuitive but they come from Gnucash which
does manage all categories as accounts as well.
Thus, in the end, it may be subjective. I wanted to share my input to show that
there are some of us that do prefer it. It is not to say that your statements,
opinions or perspective are not valid, they are perfectly valid. I think best
if we can have both. Pretty please :)
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