wish: multiple edit enable change to internal transfer

Bug #1812630 reported by Philipp Kapfer
42
This bug affects 6 people
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

I have two accounts in HomeBank: a debit account and a cash account. I add transactions to the cash account by manually adding paper receipts. The debit account is automatically filled by regularly importing the CSV exports from my bank. All money I spend in cash comes from the debit account where a transaction containing a fixed memo is added every time I get cash from an ATM.

The automatic assignments function doesn't allow adding internal transfers for automatic assignment, which would be what I need to get transfers from my bank account to my wallet recognized when importing the CSV. As it is now, I can import the file and get an automatic assignment for almost all other transactions, while I manually have to edit each ATM withdrawal.

Tags: automation
summary: - whish: Allow internal transfers in automatic assignments
+ wish: Allow internal transfers in automatic assignments
tags: added: automation
Revision history for this message
Maxime DOYEN (mdoyen) wrote : Re: wish: Allow internal transfers in automatic assignments

Internal xfer is not just a payment mode, this is why it is intentionally disabled in that dialog (and when you mass edit transaction).

The reason is that for now, when you switch to this mode, HB need a target account to create a sync opposite transaction, or may popup a window to let you pick a txn in the target account.

That's the behaviour when you edit a transaction from the the transaction dialog. And at assigment time or when you mass edit transaction, having a popup asking for such would an acount or to pick something with no context will be counfusing.

At the end those internal xfer should not be a paymode, this is a design I need to think about and change.

M.

Revision history for this message
Philipp Kapfer (crazyphilipp) wrote :

OK, I understand. What's the recommended way of importing transactions with transfers between accounts, then?

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

what you want to do already exists:
- go into the account you may have imported internal xfer
- menu tools/check internal xfer

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

sorry, my bad, this only check the existing internal xfer
what you would need is a process that detect possible internal xfer from account A and account B
an maybe popup you to assign if multiple match

Maxime DOYEN (mdoyen)
summary: - wish: Allow internal transfers in automatic assignments
+ wish: process to detect and create internal xfer
Maxime DOYEN (mdoyen)
summary: - wish: process to detect and create internal xfer
+ wish: process to detect and create internal transfer
Maxime DOYEN (mdoyen)
Changed in homebank:
importance: Undecided → Wishlist
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

or that the multiple edit or another menu let you transform normal txn to transfer

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

As I introduced a new txn type with 5.3 (see #1756681)

I will add a bottom section in multiple edit, so that you can change any txn to a transfern by selecting a target account.

I do think it will cover your usage, and probably others.

Maxime DOYEN (mdoyen)
summary: - wish: process to detect and create internal transfer
+ wish: multiple edit enbale chnage to internal transfer
summary: - wish: multiple edit enbale chnage to internal transfer
+ wish: multiple edit enable change to internal transfer
Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
milestone: none → 5.3
status: New → In Progress
Maxime DOYEN (mdoyen)
Changed in homebank:
status: In Progress → Fix Committed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
Revision history for this message
Eduard (epomat) wrote :

The bottom section in the edit popup works for me.

But I'm wondering where to find the state of the original wish: "Allow internal transfers in automatic assignments", or at least it could save me a lot of time what you said about HB asking the possible internal transfers after the import.

Thanks for your time!

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