Re: strange problems editing transactions after migrating to new PC
On 2019.09.09 17:02, Jack wrote: I am in process of migrating to a new PC, so everything is newly compiled from scratch (Gentoo Linux.) Recently, I tried my first monthly processing of my investment accounts on the new machine, and found some serious problems. I have now had the same issue with git head 5.0 branch, 5.0.5, and 5.0.6. I also have the same problem with 5.0.6 on my laptop using the Artix Linux package. Starting with just one account, the OFX import seemed to go fine. The first few transactions (all dividends) seemed to go fine, as the brokerage account, fees (none,) and interest category (Dividends) were all already correct (possibly from matching previous transactions.) Then I got one where the interest category was _Dividends, and when I clicked on the interest dropdown, the cursor went directly to the memo field. The same happens clicking on the fees dropdown or clicking in the Brokerage account field. If I start with the transaction type, and then tab through the fields, it skips those three fields. I've also noticed that when I click on the Fees or Interest dropdowns, any amounts for those are selected, although the cursor will also not stay in either of those fields. Now, to make things really strange, if I am at my laptop (Artix) and ssh into the new PC, I can run kmymoney, and everything seems to work just fine. When I open that file working directly on that PC, any changes I made over ssh are still present, but I still can't select any of those fields. At least that gives me a way to complete my updates and reconciliation, but I can't think of anything that would explain this behavior. I have not yet tried using ssh from the new PC to the laptop. I'm hoping that just posting this will result in my immediately seeing what I have done to cause this, but I'm not convinced it will be that simple. Any suggestions for troubleshooting will be greatly appreciated. Jack I think I found the culprit, although it doesn't make much sense to me. First, I had the problem on both my new box and my laptop, but not the old box. All with 5.0.5, 5.0.6, or git head 5.0 branch. Then I noticed that the new box and laptop both had libalkimia 8 but the old box has 7. It turns out the upgrade for libalkimia was "forced" by the syntax of how Gentoo's ebuild specifies dependencies, and the Artix rolling model always upgrades. (No, I'm not sure I really understand that Gentoo syntax.) Anyway - if I ssh kmymoney runs fine - whether I ssh from the same or a different PC. Final confirmation - I managed to downgrade libalkimia to 7.0.2 on the new PC, reinstall KMM (5.0 git head) and it works fine. So - there is something about libalkimia 8 (or possibly qtwebkit which is a dependency of it) that somehow seems to affect the diabled state of some fields in the display. Now that I can easily get on with my own end-of-month, I'll be glad to do any troubleshooting, if anyone can think of anything specific to look for. Jack
Re: question regarding modification from category ledgers
Very cool! My second usecase for wanting to edit or add transactions within a category is, I usually have a stack of expense receipts from the day/trip/activity I want to enter. If I usually stack them by expense type. Like fuel, dinning, entertainment, etc. I what account or CC I used to pay is second thought. Thus I rather be able to enter transactions within the category, say dinning, and assign the expense to the CC I used to pay. It may just be me, but this is the way it feels natural to me. However this requires I be able to enter transactions from within category. Hopefully that made sense and sounds like a good idea. Also, the way it is today, it just seems clumsy. I double click a category,it takes me to the ledger view but I cannot change anything. Instead I have to go through additional steps to get to the liability or assets account where the transaction spawned from to edit it. If I am reviewing all my dining expenses for the month I lose my position when I have to jump out of the view I am in to modify 1 transaction. This could be alleviate also by allowing tabs. Like each time someone clicks on an account or category, open a new tab. More modern way of working too. Most people are used to having multiple tabs opened in their browsers. It is kind of weird when an application doesn't allow you to nowadays. These are all just suggestions that I hope I can help with one day. I love the product and it is amazing work you have all done! Thank you very much! JV On Mon, Sep 9, 2019, 11:40 Thomas Baumgart wrote: > Hi, > > > > On Montag, 9. September 2019 12:00:24 CEST David Houlden wrote: > > > > > Hi > > > > > > Not sure why we can't change within a category but this may help. > > > > > > Go into the account ledger and type the category you want to split into > the filter field at top of screen. This will restrict the transactions to > the ones you want. > > > Select the ones you want to change by selecting multiple lines with the > mouse and holding shift or ctrl key down. Click the edit button and change > the category. Click enter and all selected transactions should be updated. > > > > Even easier than that: open the category you want to split in the ledger > (yes, the category eg. by double clicking it in the categories view). > Select all the transactions you want to move, open the context menu (right > mouse button) and use the 'Move transaction to...' feature. > > > > > > > Hope that helps you. > > > > > > David > > > > > > On Sunday 08 September 2019 08:23:09 jvap...@gmail.com wrote: > > > > Hi all, > > > > > > > > Why is it prohibited to make changes from within a Category? > > > > Because the (quite ancient logic of the transaction editor makes a few > assumptions of being called from an asset or liability account) and I did > not come around to change that. > > > > > > > > > > For example, if I have a category of Home Repairs and I want to go into > > > > that category to break it down to Home Repairs: home1, Home Repairs: > > > > home2 etc.. I cannot do that easily. I have to track down each > > > > transaction, go to its source ledger and adjust it there. This is a > > > > pain. I know other software does allow for adjusting within a Category > > > > so I am not sure if KMM is prohibiting it due to a technical limitation > > > > within the code or if this has been discussed and there is a reason why > > > > we don't allow it. > > > > > > > > My scenario basically comes down to me originally assigning all the > > > > transactions to a generic Expense account. After reviewing some of the > > > > reports, I find that I want to see the data broken down further. Thus I > > > > want to break the Category into other subcategories and reassign > > > > certain transactions there. This would be easy if I could go into the > > > > Generic Category and reassign from there. KMM doesn't allow me. :( > > > > > > > > I will find another way around it or use something else to get the > > > > breakdown but I figured I would share in case you get other similar > > > > requests; us users want it. :) > > > > > > > > > > > > thanks, > > > > > > > > JV > > > > > > > > > > > -- > > > > Regards > > > > Thomas Baumgart > > > > https://www.signal.org/ Signal, the better WhatsApp > > - > > Why are there so many 'smart phones' > > used by so many 'stupid people'? > > - > > >
strange problems editing transactions after migrating to new PC
I am in process of migrating to a new PC, so everything is newly compiled from scratch (Gentoo Linux.) Recently, I tried my first monthly processing of my investment accounts on the new machine, and found some serious problems. I have now had the same issue with git head 5.0 branch, 5.0.5, and 5.0.6. I also have the same problem with 5.0.6 on my laptop using the Artix Linux package. Starting with just one account, the OFX import seemed to go fine. The first few transactions (all dividends) seemed to go fine, as the brokerage account, fees (none,) and interest category (Dividends) were all already correct (possibly from matching previous transactions.) Then I got one where the interest category was _Dividends, and when I clicked on the interest dropdown, the cursor went directly to the memo field. The same happens clicking on the fees dropdown or clicking in the Brokerage account field. If I start with the transaction type, and then tab through the fields, it skips those three fields. I've also noticed that when I click on the Fees or Interest dropdowns, any amounts for those are selected, although the cursor will also not stay in either of those fields. Now, to make things really strange, if I am at my laptop (Artix) and ssh into the new PC, I can run kmymoney, and everything seems to work just fine. When I open that file working directly on that PC, any changes I made over ssh are still present, but I still can't select any of those fields. At least that gives me a way to complete my updates and reconciliation, but I can't think of anything that would explain this behavior. I have not yet tried using ssh from the new PC to the laptop. I'm hoping that just posting this will result in my immediately seeing what I have done to cause this, but I'm not convinced it will be that simple. Any suggestions for troubleshooting will be greatly appreciated. Jack
Re: question regarding modification from category ledgers
Hi, On Montag, 9. September 2019 12:00:24 CEST David Houlden wrote: > Hi > > Not sure why we can't change within a category but this may help. > > Go into the account ledger and type the category you want to split into the > filter field at top of screen. This will restrict the transactions to the > ones you want. > Select the ones you want to change by selecting multiple lines with the mouse > and holding shift or ctrl key down. Click the edit button and change the > category. Click enter and all selected transactions should be updated. Even easier than that: open the category you want to split in the ledger (yes, the category eg. by double clicking it in the categories view). Select all the transactions you want to move, open the context menu (right mouse button) and use the 'Move transaction to...' feature. > Hope that helps you. > > David > > On Sunday 08 September 2019 08:23:09 jvap...@gmail.com wrote: > > Hi all, > > > > Why is it prohibited to make changes from within a Category? Because the (quite ancient logic of the transaction editor makes a few assumptions of being called from an asset or liability account) and I did not come around to change that. > > For example, if I have a category of Home Repairs and I want to go into > > that category to break it down to Home Repairs: home1, Home Repairs: > > home2 etc.. I cannot do that easily. I have to track down each > > transaction, go to its source ledger and adjust it there. This is a > > pain. I know other software does allow for adjusting within a Category > > so I am not sure if KMM is prohibiting it due to a technical limitation > > within the code or if this has been discussed and there is a reason why > > we don't allow it. > > > > My scenario basically comes down to me originally assigning all the > > transactions to a generic Expense account. After reviewing some of the > > reports, I find that I want to see the data broken down further. Thus I > > want to break the Category into other subcategories and reassign > > certain transactions there. This would be easy if I could go into the > > Generic Category and reassign from there. KMM doesn't allow me. :( > > > > I will find another way around it or use something else to get the > > breakdown but I figured I would share in case you get other similar > > requests; us users want it. :) > > > > > > thanks, > > > > JV > > > -- Regards Thomas Baumgart https://www.signal.org/ Signal, the better WhatsApp - Why are there so many 'smart phones' used by so many 'stupid people'? - signature.asc Description: This is a digitally signed message part.
Re: question regarding modification from category ledgers
Hi Not sure why we can't change within a category but this may help. Go into the account ledger and type the category you want to split into the filter field at top of screen. This will restrict the transactions to the ones you want. Select the ones you want to change by selecting multiple lines with the mouse and holding shift or ctrl key down. Click the edit button and change the category. Click enter and all selected transactions should be updated. Hope that helps you. David On Sunday 08 September 2019 08:23:09 jvap...@gmail.com wrote: > Hi all, > > Why is it prohibited to make changes from within a Category? > > For example, if I have a category of Home Repairs and I want to go into > that category to break it down to Home Repairs: home1, Home Repairs: > home2 etc.. I cannot do that easily. I have to track down each > transaction, go to its source ledger and adjust it there. This is a > pain. I know other software does allow for adjusting within a Category > so I am not sure if KMM is prohibiting it due to a technical limitation > within the code or if this has been discussed and there is a reason why > we don't allow it. > > My scenario basically comes down to me originally assigning all the > transactions to a generic Expense account. After reviewing some of the > reports, I find that I want to see the data broken down further. Thus I > want to break the Category into other subcategories and reassign > certain transactions there. This would be easy if I could go into the > Generic Category and reassign from there. KMM doesn't allow me. :( > > I will find another way around it or use something else to get the > breakdown but I figured I would share in case you get other similar > requests; us users want it. :) > > > thanks, > > JV >
