[kmymoney] [Bug 499728] New: CVS Importer Improvements
https://bugs.kde.org/show_bug.cgi?id=499728 Bug ID: 499728 Summary: CVS Importer Improvements Classification: Applications Product: kmymoney Version: git (master) Platform: Other OS: Linux Status: REPORTED Severity: wishlist Priority: NOR Component: general Assignee: kmymoney-devel@kde.org Reporter: k...@coupe7.com Target Milestone: --- Unfortunately I can no longer import OFX files from some of my accounts. I have switched to CSV files where possible. I think the import process could be a little easier. Save the defaults on the first screen. If the last time I imported a CSV file I used the banking options and I checked "Skip setup", have those selected the next time I use the CSV import option. Saving these regardless of the account I last imported to would be great, recognizing which account I am currently looking at in the ledger and saving them for each account would be even better. After selecting the CSV file and clicking "Import CSV", find a way to pre-select the account that you want to import the transactions to. I suspect this is not easy since there is no account information like there is in an OFX file. I have a couple of suggestions: 1) Base it on the file name of the CSV file. Require the CSV file name to match the account name in KMM (which mine do) in order to pre-select the account name in the drop down list in the account selection dialog box. 2) If #1 above fails to match an account, use the account that is currently active in the ledger. In both cases the the account selection dialog box should probably open so you can change accounts if necessary. It might make sense to make this an option in the KMM settings so that it can keep working as it does today for those that like it the way it is. -- You are receiving this mail because: You are the assignee for the bug.
Re: Ledger Tabs
Sorry - I sent my other reply a bit too soon, although I do think it might be a good wishlist for the relevant Qt widget. On 2/9/25 3:24 PM, Thomas Baumgart via KMyMoney-devel wrote: On Sonntag, 9. Februar 2025 20:33:21 CET Brendan Coupe via KMyMoney-devel wrote: Master branch on Fedora 41. I love the tabbed accounts in the ledger. It makes it very easy to switch between accounts. The only problem I have with it is I have too many accounts and there are a lot more tabs than I can see at once. I've shortened some of my account names but that has limits. It was never the intention to support opening all accounts at once :) The arrows at the right end of the tabs only moves the tabs over one at a time. It would be nice if there are an all the way left and all the way right option. Better yet, how about an option to have more than 1 row of tabs? I would love to have them all showing at once. That would be a complete new widget. Currently, we simply use Qt widgets and they don't provide any of the above (at least not to my knowledge).
Re: Ledger Tabs
On 2/9/25 2:33 PM, Brendan Coupe via KMyMoney-devel wrote: Master branch on Fedora 41. I love the tabbed accounts in the ledger. It makes it very easy to switch between accounts. The only problem I have with it is I have too many accounts and there are a lot more tabs than I can see at once. I've shortened some of my account names but that has limits. The arrows at the right end of the tabs only moves the tabs over one at a time. It would be nice if there are an all the way left and all the way right option. Better yet, how about an option to have more than 1 row of tabs? I would love to have them all showing at once. I'm not certain, but I suspect that the tabs are a standard feature of the KDE (or evenn Qt) display library KMM uses, so it is most likely that we will need to identify that package and raise the wishlist there. I do agree it would be a good enhancement.
[kmymoney] [Bug 498330] Blank Homepage Summary in KMyMoney when using Wayland
https://bugs.kde.org/show_bug.cgi?id=498330 Jason Cotting changed: What|Removed |Added CC||p2ran...@hotmail.com --- Comment #3 from Jason Cotting --- I can reproduce the blank home page on Wayland with proprietary NVIDIA drivers. It worked on X11. @Alain Aubert 's steps to fix with the zoom setting brought it back once. After closing it and openning it back up again, the zoom fix does not work. -- You are receiving this mail because: You are the assignee for the bug.
[kmymoney] [Bug 498330] Blank Homepage Summary in KMyMoney when using Wayland
https://bugs.kde.org/show_bug.cgi?id=498330 --- Comment #4 from Jason Cotting --- (In reply to Jason Cotting from comment #3) > I can reproduce the blank home page on Wayland with proprietary NVIDIA > drivers. It worked on X11. > > @Alain Aubert 's steps to fix with the zoom setting brought it back once. > After closing it and openning it back up again, the zoom fix does not work. Openning KMM by command line using this will bring back the homepage: QMLSCENE_DEVICE=softwarecontext QT_OPENGL=software kmymoney -- You are receiving this mail because: You are the assignee for the bug.
Re: Investment Handling in Master Branch
On Freitag, 7. Februar 2025 18:56:25 CET Brendan Coupe via KMyMoney-devel wrote: > On 2/7/25 6:43 AM, Thomas Baumgart via KMyMoney-devel wrote: > > On Mittwoch, 5. Februar 2025 20:56:44 CET Brendan Coupe via > > KMyMoney-devel wrote: > >> I've been running the master branch on Fedora 41 for several months. > >> I compile it on my system. When I import my CD transactions from my > >> broker via a downloaded ofx file, the price is listed as $100 when is > >> should be $1. This has been an issue in 5.1 for several years and I > >> think it started when I switched brokers. I have not asked about it > >> since the developers are busy working on 5.2 and it was easy to > >> correct in 5.1. Since I switched to the master branch, the problem > >> appears to be much deeper. The $100 price appears to be stored and > >> used for some of the value calculations. As I bought new CDs, they > >> were all valued at 100 times their actual price. I corrected this by > >> doing a manual price update in the investment section and changing it > >> from 100 to 1. The dialog that opens says I'm adjusting the exchange > >> rate for the stock xxx to USD which seems odd. I leave the date alone > >> but it appears to be the purchase date. This is far from ideal since > >> i have more than 100 securities / CDs in several investment accounts > >> so it's hard to find the ones that need to be fixed. Ideally KMM > >> would recognize the discrepancy and adjust the price from $100 to $1 > >> when importing the OFX file. I'm guessing this is due to the broker > >> not following the OFX standard. I think these are the relevant lines > >> in the OFX file when I purchase a CD. 12345 100 > >> 12345 The UNITPRICE should be 1 and it's obvious the math > >> does not work if you assume 100 is correct. > > Yes, and the OFX spec ver. 2.3 states that: Unitprice: Use decimal > > notation. Unless specifically noted, prices should always be positive. > > Unfortunately, the same spec contains a few odd examples: > > 1 5 500 The > > comments are correct, the values don't match them. Another example is > > shown as 1560.18 1 156.18 which also does > > not calculate correctly as the price would be 10. UNITPRICE is defined > > as follows: - Price per commonly-quoted unit. Does not include > > markup/markdown. - Share price for stocks, mutual funds, and others - > > Percentage of par for bonds - Per share (not contract) for options To > > work around all this, I could imagine to add an OFX specific option > > that selects the price source: a) Price field in transaction b) > > Calculate by value and units Thoughts? This seems easy to implement. > > Not sure how I would specify this, I assume on an account basis, but > this would fix this problem. Yes, account basis will make the most sense here. > > It appears to have changed part of the way this has been handled since > 5.1. Do you understand why it's behaving differently? There have been so many changes between 5.1 and 5.2 so that this is hard to answer. > >> Oddly enough, the Quantity, Value and Balance columns in the ledger > >> for the investment account are all correct and the Price column is > >> wrong. When I update the price in the transaction from 100 to 1, all > >> of the columns are correct. The Investment Value at the bottom of the > >> ledger is clearly not based on the total of the Balance column since > >> it appears to be using the 100 imported from the OFX file. The only > >> way I can fix this is to find the CD in the investment section and > >> manually change the price (exchange rate?) from 100 top 1. > > Would it help to sort the investment ledger by security (in case you > > have multiple of them in one investment account)? At least that can be > > done in master (5.2). > >> This extra step was not required in 5.1. When I adjusted the price in > >> the transaction, the Investment Value at the bottom of the ledger was > >> correct. I'm also having a problem when I sell CDs. The transaction > >> only shows in the Brokerage account, not the investment account. I > >> have to find the original purchase in the Investment account, > >> duplicate it, switch it from buy to sell and correct the date. Then I > >> match the newly created transaction in the brokerage account to the > >> imported one. Unless this triggers a quick fix, lets figure out the > >> first problem and I will come back to CD sales later since this is > >> not a new problem in the master branch. > > An example would help. Please feel free to send it via PM if needed. > I will send you the OFX and Test KMM files directly. I suggest you > import the OFX into 2 new test files using 5.1 and the master to see the > difference. let me know if I need to clarify anything. I got those files in the meantime and made some changes to the code to support fixing that weird price factor. -- Regards Thomas Baumgart -
Re: Ledger Tabs
On 2025-02-09 1:24 PM, Thomas Baumgart via KMyMoney-devel wrote: On Sonntag, 9. Februar 2025 20:33:21 CET Brendan Coupe via KMyMoney-devel wrote: Master branch on Fedora 41. I love the tabbed accounts in the ledger. It makes it very easy to switch between accounts. The only problem I have with it is I have too many accounts and there are a lot more tabs than I can see at once. I've shortened some of my account names but that has limits. It was never the intention to support opening all accounts at once :) I think a couple of them aren't open but they stay open until you close them so guess what happens:-) Once I get the order I like, I don't want to close any of them. The arrows at the right end of the tabs only moves the tabs over one at a time. It would be nice if there are an all the way left and all the way right option. Better yet, how about an option to have more than 1 row of tabs? I would love to have them all showing at once. That would be a complete new widget. Currently, we simply use Qt widgets and they don't provide any of the above (at least not to my knowledge). How about multiple ledger tabs? I could have one for credit card accounts, one for savings and checking accounts, one for investment accounts... How about adding an account ledger nickname that is used in the ledger tabs if it's set? -- *Brendan Coupe* *3...@coupe7.com*
Re: Ledger Tabs
On Sonntag, 9. Februar 2025 20:33:21 CET Brendan Coupe via KMyMoney-devel wrote: > Master branch on Fedora 41. > > I love the tabbed accounts in the ledger. It makes it very easy to > switch between accounts. > > The only problem I have with it is I have too many accounts and there > are a lot more tabs than I can see at once. I've shortened some of my > account names but that has limits. It was never the intention to support opening all accounts at once :) > The arrows at the right end of the tabs only moves the tabs over one at > a time. It would be nice if there are an all the way left and all the > way right option. > > Better yet, how about an option to have more than 1 row of tabs? I would > love to have them all showing at once. That would be a complete new widget. Currently, we simply use Qt widgets and they don't provide any of the above (at least not to my knowledge). -- Regards Thomas Baumgart - Not everything that counts can be counted, and not everything that can be counted counts. - signature.asc Description: This is a digitally signed message part.
[kmymoney] [Bug 499729] New: Create a Lock File when running KMM
https://bugs.kde.org/show_bug.cgi?id=499729 Bug ID: 499729 Summary: Create a Lock File when running KMM Classification: Applications Product: kmymoney Version: git (master) Platform: Other OS: Linux Status: REPORTED Severity: wishlist Priority: NOR Component: general Assignee: kmymoney-devel@kde.org Reporter: k...@coupe7.com Target Milestone: --- I use KMM on various systems and I sync my KMM data file in real time with Syncthing. This can cause problems if I forget that it's open on one system when I open it on a different system. To get around this, I run KMM using a bash script that checks for the presence of a lock file named "MyFileName.kmy.lock". If the lock file is present, my script reads the hostname from the lock file and uses zenity to open a dialog box telling me that KMM is already open on the hostname stored in the lock file and it does NOT run KMM. If the lock file is not present, my script creates the lock file and copies the hostname into the lock file. When KMM closes, the lock file is removed. It would be nice if this functionality was all handled by KMM. It could be turned on and off in the KMM settings since some people may prefer it the way it is today. -- You are receiving this mail because: You are the assignee for the bug.
Ledger Tabs
Master branch on Fedora 41. I love the tabbed accounts in the ledger. It makes it very easy to switch between accounts. The only problem I have with it is I have too many accounts and there are a lot more tabs than I can see at once. I've shortened some of my account names but that has limits. The arrows at the right end of the tabs only moves the tabs over one at a time. It would be nice if there are an all the way left and all the way right option. Better yet, how about an option to have more than 1 row of tabs? I would love to have them all showing at once. -- ** *Brendan Coupe* *3...@coupe7.com*
