[kmymoney] [Bug 494127] QFX file name not seen in file import dialog

2024-10-08 Thread Thomas Baumgart via KMyMoney-devel
https://bugs.kde.org/show_bug.cgi?id=494127

--- Comment #13 from Thomas Baumgart  ---
We are coming more into the land of user support questions. This is a bug
tracker. Please post these kind of questions on
https://discuss.kde.org/tag/kmymoney . Thanks in advance.

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[kmymoney] [Bug 494292] New: No history of the online statement balance available

2024-10-08 Thread Ralf Habacker via KMyMoney-devel
https://bugs.kde.org/show_bug.cgi?id=494292

Bug ID: 494292
   Summary: No history of the online statement balance available
Classification: Applications
   Product: kmymoney
   Version: 5.1.3
  Platform: Other
OS: All
Status: REPORTED
  Severity: normal
  Priority: NOR
 Component: file
  Assignee: kmymoney-devel@kde.org
  Reporter: ralf.habac...@freenet.de
  Target Milestone: ---

SUMMARY
When working with online accounts using aqbanking, currently only the last
statement balance is saved and the previously saved value is overwritten, which
makes it difficult to find the relevant transactions in the event of
differences. It would be helpful if online statement balances were saved with
the relevant date, similar to account reconciliation, so that a history is
available and displayed.

STEPS TO REPRODUCE
1. start kmymoney
2. open or create a kmymony file with an account mapped to an aqbanking online
account
3. Update account
4. Wait until additional transactions are added to this account
5. Update again

OBSERVED RESULT
Only the online statement balance from the last update is displayed

EXPECTED RESULT
When updating the online statements, the currently determined online statement
balance should be added to a history and displayed. 

SOFTWARE/OS VERSIONS
Linux/KDE Plasma: openSUSE Leap 15.5
KDE Frameworks Version: 5.105
Qt Version: 5.15

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[kmymoney] [Bug 494292] No history of the online statement balance available

2024-10-08 Thread Jack via KMyMoney-devel
https://bugs.kde.org/show_bug.cgi?id=494292

--- Comment #1 from Jack  ---
A further enhancement would be to allow selective removal of these values,
which also applies to reconciliation records.  If I update frequently, these
can all accumulate, but once I reconcile an account, I would like to be able to
delete previous online balances.

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[kmymoney] [Bug 494292] No history of the online statement balance available

2024-10-08 Thread Thomas Baumgart via KMyMoney-devel
https://bugs.kde.org/show_bug.cgi?id=494292

Thomas Baumgart  changed:

   What|Removed |Added

Version|5.1.3   |git (master)
   Severity|normal  |wishlist

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[kmymoney] [Bug 494127] QFX file name not seen in file import dialog

2024-10-08 Thread Tom via KMyMoney-devel
https://bugs.kde.org/show_bug.cgi?id=494127

--- Comment #12 from Tom  ---
Hi, 
I've been able to successfully import using CSV.  The import mapper mentions
"account name in the first row", but I've not found any documentation on that. 
Is there a description of the csv import options?  For account name, do I just
need to put it in row 1, position 1? 
Can opening balance also be imported this way?

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