Re: [Kmymoney-devel] Feature request - Multi Entry for Same Payee/Category

[Thomas Baumgart]

Hi Joel,

thank you for the idea which sounds reasonable. Unfortunately, developer 
resources are currently very limited and we have a few other hot spots which 
need to be addressed first. If you want to make sure that we don't forget 
about it and a wider audience sees the idea, I suggest that you file your idea 
as wish list item on 
https://bugs.kde.org/enter_bug.cgi?product=kmymoney4=guided 

In the meantime I can direct you to the 'duplicate transaction' feature which 
is available in the main transaction menu or the context menu of a 
transaction. This will also reduce data entry work in case of duplicates.

Hope that helps.

Regards

Thomas

On Tuesday 22 December 2015 10:45:47 Joel Madero wrote:

> Hi All,
> 
> Really appreciate the hard work here. This is just a feature request.
> 
> For people who balance their accounts once a month (or less when
> busy...) sometimes there will be 10 or more entries for the same place
> just on different days. For example a particular grocery store or gas
> station.
> 
> A nice feature would be to enable "multi-entry" where you can enter the
> payee once, and the category once, then just have a ledger where you put
> in the dates and amount - push enter and all are entered into the
> primary ledger in one go.
> 
> 
> Just an idea. Again, thanks for the great product.
> 
> 
> Best,
> Joel
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Re: [Kmymoney-devel] Feature request kmymoney

[Cristian Oneț]

Hi,

KMyMoney uses GPG encryption to implement password protection [2]. In
order to use this feature on Windows (I presume) you need to install
gpg4win [1] in order to generate yourself a GPG key (if you don't have
one already). It might be worth to add also the KMyMoney recovery key
and use it also to encrypt the data to have a recovery mechanism in
case you loose your keys (don't forget to backup).

Once you have GPG configured you need to enable encryption in
KMyMoney's settings [3].

Regards,
Cristian

[1] http://www.gpg4win.org/
[2] 
https://docs.kde.org/stable/en/extragear-office/kmymoney/details.formats.encrypted.html
[3] 
https://docs.kde.org/stable/en/extragear-office/kmymoney/details.settings.encryption.html

2015-03-20 12:15 GMT+02:00 Biagio Latino bilatinor...@gmail.com:
 KMYMONEY




 I am a new user of KMyMoney. I used microsoft money. Unfortunately I can not
 find a way to enter a password to protect the file. Also lack the forward
 and back buttons. Tanks
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Re: [Kmymoney-devel] Feature request kmymoney

[aga]

On 20/03/15 10:15, Biagio Latino wrote:

KMYMONEY




I am a new user of KMyMoney. I used microsoft money. Unfortunately I can
not find a way to enter a password to protect the file. Also lack the
forward and back buttons. Tanks
___


Cristian has responded about using gpg.

To which forward and back buttons do you refer?  What screen are you on, 
and what action are you attempting?


Allan

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Re: [Kmymoney-devel] Feature request kmymoney

[aga]

It's best if you reply to the list rather than to me, as others may be 
able to help, and in this case Cristian with your gpg query.


So far as the buttons are concerned, I still don't know to which buttons 
you refer.  Where do you see them, or where are you expecting to see 
them if you can't see them?  What are you trying to do?


Allan



On 20/03/15 11:06, Biagio Latino wrote:


Many thanks for your reply. I installed gpg but I can not turn it into
KMyMoney because the key is off. For buttons I refer to page back page
forward. Regards biagio

Il 20/03/2015 11:49, aga ha scritto:



On 20/03/15 10:15, Biagio Latino wrote:

KMYMONEY




I am a new user of KMyMoney. I used microsoft money. Unfortunately I can
not find a way to enter a password to protect the file. Also lack the
forward and back buttons. Tanks
___


Cristian has responded about using gpg.

To which forward and back buttons do you refer?  What screen are you
on, and what action are you attempting?

Allan





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Re: [Kmymoney-devel] Feature request kmymoney

[Cristian Oneț]

Did you create a key pair [1]? What version of KMyMoney are you using?

Regards,
Cristian

[1] http://gpg4win.de/handbuecher/novices_6.html

2015-03-20 14:04 GMT+02:00 Biagio Latino bilatinor...@gmail.com:

 Many thanks for your reply. I installed gpg but I can not turn it into
 KMyMoney because the key is off. For buttons I refer to page back page
 forward. Regards biagio



 Il 20/03/2015 11:49, aga ha scritto:



 On 20/03/15 10:15, Biagio Latino wrote:

 KMYMONEY




 I am a new user of KMyMoney. I used microsoft money. Unfortunately I can
 not find a way to enter a password to protect the file. Also lack the
 forward and back buttons. Tanks
 ___


 Cristian has responded about using gpg.

 To which forward and back buttons do you refer?  What screen are you on,
 and what action are you attempting?

 Allan



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Re: [Kmymoney-devel] Feature request kmymoney

[Cristian Oneț]

Did you follow the steps described on this page?

http://gpg4win.de/handbuecher/novices_6.html

I can't explain this clearer that that guide...

Regards,
Cristian

2015-03-20 16:29 GMT+02:00 Biagio Latino bilatinor...@gmail.com:
 how do I generate a key pair? The guide is not explained. Is Complicated use
 kmymoney. (translated by Google).




 Il 20/03/2015 13:20, Cristian Oneț ha scritto:

 Did you create a key pair [1]? What version of KMyMoney are you using?


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Re: [Kmymoney-devel] Feature request kmymoney

[Biagio Latino]

Many thanks for your reply. I installed gpg but I can not turn it into
KMyMoney because the key is off. For buttons I refer to page back page
forward. Regards biagio



Il 20/03/2015 11:49, aga ha scritto:



On 20/03/15 10:15, Biagio Latino wrote:

KMYMONEY




I am a new user of KMyMoney. I used microsoft money. Unfortunately I can
not find a way to enter a password to protect the file. Also lack the
forward and back buttons. Tanks
___


Cristian has responded about using gpg.

To which forward and back buttons do you refer?  What screen are you 
on, and what action are you attempting?


Allan




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Re: [Kmymoney-devel] Feature request

[Cristian Oneț]

2015-03-13 18:37 GMT+02:00 Ly Khoa Tuan tuan...@gmail.com:
 Hi,

 Today I have a big problem with my file .kmy, I could not open .kmy file and
 I received 2 dialog box as follow (please see attach file!), If possible,
 can you tell me know how to solve this issue above.

It seems that your data file (a gzipped xml file) was somehow
corrupted. Please unzip the file using:

$ zcat your_file.kmy  your_xml_file.xml

and checkout it's contents, if it's missing you need to restore it
from a backup.

I can't really tell what went wrong based on the provided information.

Regards,
Cristian


 thanks a lot

 Regards,
 Tuan
 Sent from Linux (PC)
 On 07/02/2014 05:55 PM, Cristian Oneț wrote:

 Hi,

 Did you try the 'File-Export-Template' menu?

 Regards,
 Cristian


 2014-07-02 4:54 GMT+03:00 Ly Khoa Tuan tuan...@gmail.com:

 Hi !

 Could you tell me know how to Export/Copy Category into Temp for convenient
 later. Tkanks a lot !
 --
 Tuan
 Sent from Linux (PC)

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Re: [Kmymoney-devel] Feature request

[Jack Ostroff]

On 2013.06.20 10:34, Eric Bonney wrote:
Just an update, my project is not dead, just on a very long delay and  
I am sorry for that. I had to set it aside once tax season hit here  
in the US and since April 15th things have just been plain busy. I am  
in the middle of moving personally and my work has me swamped right  
now. So while there hasn't been much progress to report on the  
Android version, I am hoping that once I get settled in my new place  
I will be able to devote some time again to the project and get  
moving again.


-Eric


Just another ping for an update of current status.  Someone recently  
posted on the kmymoney mailing list with the idea of creating a web  
app.  However, his main goal seems to just be capturing cash  
transactions during the day, so they can be loaded into KMM at home.   
It seems that should be a reasonable task for an android version.


Thanks.

Jack
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Re: [Kmymoney-devel] Feature request HBCI SEPA

[Cristian Oneț]

Hi,

Yes, Christian Dávid, is working on this feature which should be
available in the next release (which is not yet scheduled).

Regards,
Cristian


2014-08-10 8:57 GMT+03:00 Gunnar Petersen gunp...@gmx.net:
 Hello,

 I'm using KMyMoney for several years and it is the best finance tool I've
 ever tried.
 I would like to ask if there is any development on a HBCI feature to create
 transactions with SEPA like aqfinance can do.

 I hope this project will exist for many many years in future.

 Thanks in advance and best regards.
 Gunnar

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Re: [Kmymoney-devel] Feature request HBCI SEPA

[Christian Dávid]

Am Sonntag, 10. August 2014, 07:57:43 schrieb Gunnar Petersen:
 I'm using KMyMoney for several years and it is the best finance tool
 I've ever tried.
 I would like to ask if there is any development on a HBCI feature to
 create transactions with SEPA like aqfinance can do.
Hi Gunnar,

if you want to help and if you are familiar with compiling programs yourself 
you can try the add-onlinebanking branch [1]. Feedback is warmly welcome 
(and code)!

I use it for most (sepa) credit-transfers already. But be aware, it is still 
in development.

Greetings
Christian

[1] 
https://projects.kde.org/projects/extragear/office/kmymoney/repository/show?rev=add-onlinebanking
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Re: [Kmymoney-devel] Feature request

[Allan]

On 02/07/14 02:54, Ly Khoa Tuan wrote:

Hi !

Could you tell me know how to Export/Copy Category into Temp for
convenient later. Tkanks a lot !
--
*Tuan*


Hi Tuan

Could you give a little more information about what you have in mind. 
Are you talking about during an import?  If so, what method of import? 
QIF/OFX/CSV?  Or, are you talking about from a loaded ledger account? 
Or, do you mean all/some existing categories?


What do you mean by Temp in this context?

Allan

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Re: [Kmymoney-devel] Feature request

[Cristian Oneț]

Hi,

Did you try the 'File-Export-Template' menu?

Regards,
Cristian


2014-07-02 4:54 GMT+03:00 Ly Khoa Tuan tuan...@gmail.com:
 Hi !

 Could you tell me know how to Export/Copy Category into Temp for convenient
 later. Tkanks a lot !
 --
 Tuan
 Sent from Linux (PC)

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Re: [Kmymoney-devel] Feature request - tagging

[Thomas Baumgart]

Hi Zdenek,

tagging has already been implemented and is available in the source 
repository. It will be part of the next release which is foreseen during the 
summer. In case you are adventurous, you can build KMyMoney from source and 
have it right away.

Regards

Thomas



On Wednesday 07 May 2014 14:54:22 Zdenek Hatas wrote:

 After several years with kmymoney I´d like to propose feature request.
 
 It could be useful if kmymoney will be able to add tags to individual
 transactions.
 Tags could differentiate individual transaction types for example (card
 payment, wire transfer ...etc.).
 
 Although it's possible to put that information in note, but when
 transaction will hold it as separate field, it will be possible to set
 better filters and reports.
 
 Thanks,
 
 Zdenek H.
 
 --
 PGP key ID: A33F8622
 Fingerprint: BCC4 34ED 7887 7DBF CFA3  DB5B 9235 9981 A33F 8622
-- 

Regards

Thomas Baumgart

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Re: [Kmymoney-devel] Feature request - tagging

[Allan]

On 07/05/14 16:31, Thomas Baumgart wrote:

Hi Zdenek,

tagging has already been implemented and is available in the source
repository. It will be part of the next release which is foreseen during the
summer. In case you are adventurous, you can build KMyMoney from source and
have it right away.

Regards

Thomas


Just a slight qualification here, is that the QIF importer does not at 
present support tags, should that capability be needed.


Allan


On Wednesday 07 May 2014 14:54:22 Zdenek Hatas wrote:


After several years with kmymoney I´d like to propose feature request.

It could be useful if kmymoney will be able to add tags to individual
transactions.
Tags could differentiate individual transaction types for example (card
payment, wire transfer ...etc.).

Although it's possible to put that information in note, but when
transaction will hold it as separate field, it will be possible to set
better filters and reports.

Thanks,

Zdenek H.


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Re: [Kmymoney-devel] Feature request - tagging

[Mikael Kujanpää]

On 07.05.2014 18:31, Thomas Baumgart wrote:

Hi Zdenek,

tagging has already been implemented and is available in the source
repository. It will be part of the next release which is foreseen 
during the
summer. In case you are adventurous, you can build KMyMoney from 
source and

have it right away.


Unfortunately, as far as I know, tagging functionality has been 
implemented only for whole transactions. So you can't tag splits inside 
transactions. Because of that, at least I can't take the functionality 
in use at all, and I have to still maintain my own notes-based tags.


This has been situation for several years now. It's unfortunate for 
those who would use the tags for individual splits, but while I really 
hope the situation improves in the future, I can't complain. Heck, how 
could I ever since you guys have implemented and open sourced something 
so great as KMyMoney?


(Sorry Thomas, I first accidentally sent this directly to you.)

--
Mikki
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Re: [Kmymoney-devel] Feature request - tagging

[Alvaro Soliverez]

Hi Michael, Zdenek,
At the moment, the interface only allows tagging at transaction level,
and not individual splits. But the tags are stored at the split level,
so it's just a matter of adding the column in the split editor.

It's mostly UI job, following the same logic we have today for memos.

Regards,
Alvaro



On Wed, May 7, 2014 at 5:14 PM, Mikael Kujanpää mikael.kujan...@iki.fi wrote:
 On 07.05.2014 18:31, Thomas Baumgart wrote:

 Hi Zdenek,

 tagging has already been implemented and is available in the source
 repository. It will be part of the next release which is foreseen during
 the
 summer. In case you are adventurous, you can build KMyMoney from source
 and
 have it right away.


 Unfortunately, as far as I know, tagging functionality has been implemented
 only for whole transactions. So you can't tag splits inside transactions.
 Because of that, at least I can't take the functionality in use at all, and
 I have to still maintain my own notes-based tags.

 This has been situation for several years now. It's unfortunate for those
 who would use the tags for individual splits, but while I really hope the
 situation improves in the future, I can't complain. Heck, how could I ever
 since you guys have implemented and open sourced something so great as
 KMyMoney?

 (Sorry Thomas, I first accidentally sent this directly to you.)

 --
 Mikki

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Re: [Kmymoney-devel] Feature request - tagging

[Mikael Kujanpaa]

keskiviikko, 7. toukokuuta 2014 18:11:14 Alvaro Soliverez kirjoitti:
 Hi Michael, Zdenek,
 At the moment, the interface only allows tagging at transaction level,
 and not individual splits. But the tags are stored at the split level,
 so it's just a matter of adding the column in the split editor.
 
 It's mostly UI job, following the same logic we have today for memos.

That sounds really good, nice to hear that underlying code already supports 
tagging fully enough. I wish I had some time to learn for doing necessary 
changes by myself. :/

-- 
Mikki
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Re: [Kmymoney-devel] Feature request

[Alvaro Soliverez]

Hi Lukas,
May I ask what file did you try to open with KMyMoney? We don't have
an Android version at the moment. At least, that I know of.

Regards,
Alvaro

On Tue, Mar 25, 2014 at 10:42 AM, Lukas G lukasgi...@web.de wrote:
 Hi,

 the idea of a finance Manager for pc is very nice. I also like the tool, but
 I have Problems to synchronise my data from Smartphone (Android) finance
 Managers, because KMyMoney says I should download Version 0.8.x to open and
 convert the old binary files from Smartphone. Or is there any other
 possibility?

 Thank you


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Re: [Kmymoney-devel] Feature request

[David Houlden]

Roy,


On Sat, Mar 1, 2014 at 10:50 PM, Roy O'Kelly roy.oke...@rjokelly.comwrote:

  I'm very familiar with double entry and understand the purpose. I
 confess I have not tried your demo, but the majority of complaints I see
 from users seem to center on the double entry menus. I would use the same
 entry menus that Quicken, MS Money and others use. It would be one or two
  lines within an account that accepts the category of the expense or an
 account name if the transaction is a transfer to/from another account e.g.
 a transfer from checking to cash. It would also have the Payee, amount, and
 room for a note. It would look a lot like a check.



I have used KMyMoney for about eight years now and I suggest you try it and
make your own decision. By the way, it's not a demo, just get the full
featured program for free and use it. I think you will be surprised how
close it is to what you want.

KMyMoney is a program I use nearly every day. It is excellent and the
developers are responsive to questions, suggestions and bug reports. If you
try the program and then come here with positive suggestions backed up by
facts rather than criticisms based on what you have read somewhere then you
will find out for yourself what I mean.


Regards,
Dave.
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Re: [Kmymoney-devel] Feature request

[Chris]

Double entry is a system designed to catch errors. People still make 
mistakes when entering data (and programming). It is still relevant in 
today's world.


I am curious. what system would you replace it with?

DC



On 2/03/2014 7:57 AM, Roy O'Kelly wrote:


You could actually have a successful product on your hands, but you need 
to let go of double entry book keeping. The age of computers is here and 
it just doesn't make sense for a consumer any more (if it ever did).


Quicken continues to abuse their customers, there isn't a decent 
competitor in the field. Do it!


Roy



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Re: [Kmymoney-devel] Feature request

[Jack]

First - please keep all messages to the list, not to individuals.  The  
next person may not remember to reply back to the list.  I was almost  
done with this reply when the next message arrived.  (Thanks, Chris.)


On 2014.03.01 18:25, Chris wrote:
I'm only replying to one particular comment.
I'm very familiar with double entry and understand the purpose. I  
confess I have not tried your demo, but the majority of complaints I  
see from users seem to center on the double entry menus.


What double entry menus?  In KMM, when double entry bookkeeping is  
mentioned, it is almost always part of explaining why things are as  
they are - behind the scenes, not directly in the interface.  Not every  
user does regular reconciliation against printed or electronic  
statements, and even with that, having double entry enforced behind the  
scenes can make tracking down a wayward entry easier, since money can't  
appear from or disappear into nowhere.


If you have specific UI issues that seem to be confusing or  
unnecessary, let us know.  We may not agree, but we will try to do a  
better job of explaining why we think they are necessary.


To the later message - if something about our mention of double entry  
has put you off, please suggest changes to our documentation.  The  
underlying use of double entry is not going to change, but as Chris has  
said - there is a good effort to hide most of the painful parts away  
from the user.


Also note - we are not explicitly trying to compete with any other  
software.  We (the team of developers, document maintainers, and users  
who contribute positively to the discussions) are trying to produce a  
great application which meets our needs, and thus also meets the needs  
of many other real and potential users.


Jack
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Re: [Kmymoney-devel] Feature request

[Roy O'Kelly]

I'm very familiar with double entry and understand the purpose. I confess I 
have not tried your demo, but the majority of complaints I see from users seem 
to center on the double entry menus. I would use the same entry menus that 
Quicken, MS Money and others use. It would be one or two  lines within an 
account that accepts the category of the expense or an account name if the 
transaction is a transfer to/from another account e.g. a transfer from checking 
to cash. It would also have the Payee, amount, and room for a note. It would 
look a lot like a check.

Since all accounts are reconciled against account statements any entry errors 
in the amount are quickly caught. Admittedly, categorization errors can occur, 
but those few errors are of questionable concern and do not justify 
complicating (what should be) a simple data entry process.  I could never (for 
example) get my wife to enter the same transaction in two accounts. God forbid 
I would need to explain debits and credits. Some accounting classes no longer 
use those terms.

If you want to compete with the Quicken's of the world (and I'd like to see you 
do that) you cannot have an entry scheme that only an accountant can love.

Regards,
Roy


From: Chris [mailto:developerch...@rebel.com.au]
Sent: Saturday, March 01, 2014 4:39 PM
To: Roy O'Kelly; kmymoney-devel@kde.org
Subject: Re: [Kmymoney-devel] Feature request


Double entry is a system designed to catch errors. People still make mistakes 
when entering data (and programming). It is still relevant in today's world.

I am curious. what system would you replace it with?

DC


On 2/03/2014 7:57 AM, Roy O'Kelly wrote:
You could actually have a successful product on your hands, but you need to let 
go of double entry book keeping. The age of computers is here and it just 
doesn't make sense for a consumer any more (if it ever did).
Quicken continues to abuse their customers, there isn't a decent competitor in 
the field. Do it!
Roy




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Re: [Kmymoney-devel] Feature request

[Roy O'Kelly]

I will try the tool, but keep in mind that I did not try it because I read the 
evaluations and your website. Both prominently refer to double entry book 
keeping and that put me off. It would put off most consumers here. The US does 
not require me (a consumer) to use a double entry book keeping system for my 
personal records. I'm held responsible for the accuracy of my tax payments and 
how I do them is my decision.

I'm not looking for a Quick Books replacement. I'm looking for a Quicken 
replacement. If AUS requires double entry then Quicken may not be a factor in 
your market. Here it is far and away the dominant personal finance manager and 
they have taken full advantage of that position. You are forced to buy an new 
copy every 3 years or your electronic download capabilities stop working. That 
would be bad enough, but they break more than they fix every 3 years and the 
quality of the product has steadily deteriorated.

Thanx
Roy

From: Chris [mailto:developerch...@rebel.com.au]
Sent: Saturday, March 01, 2014 5:26 PM
To: Roy O'Kelly; kmymoney-devel@kde.org
Subject: Re: [Kmymoney-devel] Feature request

So what you are saying is not don't use double entry But hide double entry 
from the user

In my experience with KMyMoney it is mostly hidden.

Ultimately if any accounting system is going to be used by an accountant for 
preparing your taxes. or even if you do them yourself. The tax office requires 
double entry. At least In Aus that's how I understand it.

 I confess I have not tried your demo

Then why are you commenting?

Perhaps its better to try KMyMoney and suggest improvements. Sweeping 
statements don't help anybody. and you might be surprised at how good KMyMoney 
actually is. But rememeber its a personal account keeping system so it is not 
designed to compete against quicken business accounting systems.

Having said that Its my goal to bridge some of that gap :)

DC
On 2/03/2014 9:20 AM, Roy O'Kelly wrote:
I'm very familiar with double entry and understand the purpose. I confess I 
have not tried your demo, but the majority of complaints I see from users seem 
to center on the double entry menus. I would use the same entry menus that 
Quicken, MS Money and others use. It would be one or two  lines within an 
account that accepts the category of the expense or an account name if the 
transaction is a transfer to/from another account e.g. a transfer from checking 
to cash. It would also have the Payee, amount, and room for a note. It would 
look a lot like a check.

Since all accounts are reconciled against account statements any entry errors 
in the amount are quickly caught. Admittedly, categorization errors can occur, 
but those few errors are of questionable concern and do not justify 
complicating (what should be) a simple data entry process.  I could never (for 
example) get my wife to enter the same transaction in two accounts. God forbid 
I would need to explain debits and credits. Some accounting classes no longer 
use those terms.

If you want to compete with the Quicken's of the world (and I'd like to see you 
do that) you cannot have an entry scheme that only an accountant can love.

Regards,
Roy


From: Chris [mailto:developerch...@rebel.com.au]
Sent: Saturday, March 01, 2014 4:39 PM
To: Roy O'Kelly; kmymoney-devel@kde.orgmailto:kmymoney-devel@kde.org
Subject: Re: [Kmymoney-devel] Feature request


Double entry is a system designed to catch errors. People still make mistakes 
when entering data (and programming). It is still relevant in today's world.

I am curious. what system would you replace it with?

DC



On 2/03/2014 7:57 AM, Roy O'Kelly wrote:
You could actually have a successful product on your hands, but you need to let 
go of double entry book keeping. The age of computers is here and it just 
doesn't make sense for a consumer any more (if it ever did).
Quicken continues to abuse their customers, there isn't a decent competitor in 
the field. Do it!
Roy





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Re: [Kmymoney-devel] Feature request

[Brendan Coupe]

:* Saturday, March 01, 2014 5:26 PM
 *To:* Roy O'Kelly; kmymoney-devel@kde.org
 *Subject:* Re: [Kmymoney-devel] Feature request



 So what you are saying is not don't use double entry But hide double
 entry from the user

 In my experience with KMyMoney it is mostly hidden.

 Ultimately if any accounting system is going to be used by an accountant
 for preparing your taxes. or even if you do them yourself. The tax office
 requires double entry. At least In Aus that's how I understand it.

  I confess I have not tried your demo

 Then why are you commenting?

 Perhaps its better to try KMyMoney and suggest improvements. Sweeping
 statements don't help anybody. and you might be surprised at how good
 KMyMoney actually is. But rememeber its a personal account keeping system
 so it is not designed to compete against quicken business accounting
 systems.

 Having said that Its my goal to bridge some of that gap :)

 DC

 On 2/03/2014 9:20 AM, Roy O'Kelly wrote:

 I'm very familiar with double entry and understand the purpose. I confess
 I have not tried your demo, but the majority of complaints I see from users
 seem to center on the double entry menus. I would use the same entry menus
 that Quicken, MS Money and others use. It would be one or two  lines within
 an account that accepts the category of the expense or an account name if
 the transaction is a transfer to/from another account e.g. a transfer from
 checking to cash. It would also have the Payee, amount, and room for a
 note. It would look a lot like a check.



 Since all accounts are reconciled against account statements any entry
 errors in the amount are quickly caught. Admittedly, categorization errors
 can occur, but those few errors are of questionable concern and do not
 justify complicating (what should be) a simple data entry process.  I could
 never (for example) get my wife to enter the same transaction in two
 accounts. God forbid I would need to explain debits and credits. Some
 accounting classes no longer use those terms.



 If you want to compete with the Quicken's of the world (and I'd like to
 see you do that) you cannot have an entry scheme that only an accountant
 can love.



 Regards,

 Roy





 *From:* Chris 
 [mailto:developerch...@rebel.com.audeveloperch...@rebel.com.au]

 *Sent:* Saturday, March 01, 2014 4:39 PM
 *To:* Roy O'Kelly; kmymoney-devel@kde.org
 *Subject:* Re: [Kmymoney-devel] Feature request




 Double entry is a system designed to catch errors. People still make
 mistakes when entering data (and programming). It is still relevant in
 today's world.

 I am curious. what system would you replace it with?

 DC



  On 2/03/2014 7:57 AM, Roy O'Kelly wrote:

 You could actually have a successful product on your hands, but you need
 to let go of double entry book keeping. The age of computers is here and it
 just doesn't make sense for a consumer any more (if it ever did).

 Quicken continues to abuse their customers, there isn't a decent
 competitor in the field. Do it!

 Roy





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Re: [Kmymoney-devel] Feature request

[Alvaro Soliverez]

Hello Felix,
Have you checked if those stocks are available in finance::quote? It's
usually more complete than most finance web pages.

Regards,
Alvaro

On Wed, Jan 15, 2014 at 10:47 AM, Felix Rubio Dalmau fe...@kngnt.org wrote:
 Hi all,

 first of all, I think I must congratulate you for your work. I love 
 kmymoney, and I can hardly think in using anything else to keep my finances 
 in order. Thank you very much for this incredible piece of work :-)

 I want to ask for the addition to run external scripts in kmymoney. 
 I'm Spanish, and the most of the stock symbols here are of the kind of 
 *.MC, which can not be downloaded by using the regular finance.yahoo.com 
 (yahoo choose at some point to discontinue its support). However, is not hard 
 at all to request the corresponding web page and parse it with pyhon... So, 
 my request is to add a place where scripts can be added, and that output 
 format is that expected from the template in the same place (very much as the 
 current URL-based stock request).

 Do you have any idea on how to do this right now?

 Thank you very much!

 Felix
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Re: [Kmymoney-devel] Feature request

[David Houlden]

On Wednesday 15 January 2014 14:47:08 Felix Rubio Dalmau wrote:
 Hi all,
 
   first of all, I think I must congratulate you for your work. I love
 kmymoney, and I can hardly think in using anything else to keep my finances
 in order. Thank you very much for this incredible piece of work :-)
 
   I want to ask for the addition to run external scripts in kmymoney. I'm
 Spanish, and the most of the stock symbols here are of the kind of *.MC,
 which can not be downloaded by using the regular finance.yahoo.com (yahoo
 choose at some point to discontinue its support). However, is not hard at
 all to request the corresponding web page and parse it with pyhon... So, my
 request is to add a place where scripts can be added, and that output
 format is that expected from the template in the same place (very much as
 the current URL-based stock request).
 
   Do you have any idea on how to do this right now?
 

Felix,

If I understand correctly you want to write a script to retrieve prices for 
the stocks. This is possible and indeed I have done it. See this section of 
the manual about updating prices and adding quote sources. 

Note that the URL can also be a file: URL, which the quote fetcher takes to 
mean an executable script. It will pass any command-line arguments to it that 
you have specified, and feed the stdout to the page parser. For example, you 
might have a script called getquote.sh that contains custom quote logic, 
taking the symbol as a single parameter. Your URL would be 
“file:/path/to/getquote.sh %1”.

Dave.
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Re: [Kmymoney-devel] Feature request- add category and subcategory into csv import

[Allan]

On 26/11/13 13:59, Zdeněk Elis wrote:

Hi,
my feature request is to add category and subcategory into csv import
Thank you
Zdenek


Please see the thread started by lp.allar...@gmail.com on 12 Nov.

Allan
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Re: [Kmymoney-devel] Feature request

[Allan]

On 22/11/13 18:17, Louis-Philippe Allard wrote:



On Mon, Nov 18, 2013 at 6:11 AM, Allan agande...@gmail.com
mailto:agande...@gmail.com wrote:

On 12/11/13 03:49, Louis-Philippe Allard wrote:

Hello,

because I am trying a lot to import data from a CSV file, I have
realized that i'd be nice to have the possibility to map additional
columns from the CSV file into additional fields in KMM.  For
example,
the current import wizard doesnt allow importing transaction
categories.

The only fields as of now are Number, Date, Payee/Decription, Memo,
Amount, Debit/Credit...

Categories could follow a hierarchical scheme such as for
example for a car:

Car
Gas
Maintenance
Driver's license
...

Importing a transaction with the field Car/Maintenance  would
import
the transaction and assign it under the

Car
 Maintenance

category..

I thought I'd replied to this request but it seems I didn't, so
apologies for that.

Do you see this as an on-going requirement, or just an initial
setting up need?  Where would the input file originate?  The reason
I ask is that initially I wrote the plugin to import from banks,
which would have no knowledge of KMM categories, so didn't foresee
such a need.

If you still see such a requirement, it would be as well to create a
wish-list item on https://bugs.kde.org https://bugs.kde.org/, so
that it's not forgotten. At the foot of the bug report, change the
severity to Wishlist.

Allan


Allan, sorry for not repltying earlier.
If available, I'd use this feature often.  I normally enter the
transactions from our credit and debit cards as they occur,
independently from the bank statements, but as we got a huge backlog of
round 1000 transactions to sync in the KMM database, I opted to import a
CSV containing all 1000 transactions.  The problem with this approach is
that unless you assign a default category to the payee in KMM, the
transactions will not get assigned to a category which will require you
to manually edit and assign a category to each of the 1000 transactions...
Again, provided the feature is in KMM,



  I'd rather open it with a
spreadsheet editor, add another column in the CSV file, add the
categories, then save it as CSV and import in KMM.  Sometimes, (more
often than you may think) a payee will have more than one category
assigned to it... A good example are those truck stops where you can
fill up your gas tank and eat.


I've been looking at this, and it should be possible, with a couple of 
caveats.


The point about multiple categories could be a problem.  For instance, 
how would they appear on a spread sheet?  If they were extra columns for 
the one transaction, how can they be captured in a way that KMM will 
understand.


Secondly, the question of transfers I've not looked into.

Allan


The possibility of having a Category field in the CSV BEFORE importing
in KMM would allow me to manually assign a category to a payee..

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Re: [Kmymoney-devel] Feature request

[Louis-Philippe Allard]

On Mon, Nov 18, 2013 at 6:11 AM, Allan agande...@gmail.com wrote:

 On 12/11/13 03:49, Louis-Philippe Allard wrote:

 Hello,

 because I am trying a lot to import data from a CSV file, I have
 realized that i'd be nice to have the possibility to map additional
 columns from the CSV file into additional fields in KMM.  For example,
 the current import wizard doesnt allow importing transaction categories.

 The only fields as of now are Number, Date, Payee/Decription, Memo,
 Amount, Debit/Credit...

 Categories could follow a hierarchical scheme such as for example for a
 car:

 Car
 Gas
 Maintenance
 Driver's license
 ...

 Importing a transaction with the field Car/Maintenance  would import
 the transaction and assign it under the

 Car
  Maintenance

 category..

 I thought I'd replied to this request but it seems I didn't, so apologies
 for that.

 Do you see this as an on-going requirement, or just an initial setting up
 need?  Where would the input file originate?  The reason I ask is that
 initially I wrote the plugin to import from banks, which would have no
 knowledge of KMM categories, so didn't foresee such a need.

 If you still see such a requirement, it would be as well to create a
 wish-list item on https://bugs.kde.org, so that it's not forgotten. At
 the foot of the bug report, change the severity to Wishlist.

 Allan



Allan, sorry for not repltying earlier.

If available, I'd use this feature often.  I normally enter the
transactions from our credit and debit cards as they occur, independently
from the bank statements, but as we got a huge backlog of round 1000
transactions to sync in the KMM database, I opted to import a CSV
containing all 1000 transactions.  The problem with this approach is that
unless you assign a default category to the payee in KMM, the transactions
will not get assigned to a category which will require you to manually edit
and assign a category to each of the 1000 transactions...

Again, provided the feature is in KMM, I'd rather open it with a
spreadsheet editor, add another column in the CSV file, add the categories,
then save it as CSV and import in KMM.  Sometimes, (more often than you may
think) a payee will have more than one category assigned to it... A good
example are those truck stops where you can fill up your gas tank and eat.

The possibility of having a Category field in the CSV BEFORE importing in
KMM would allow me to manually assign a category to a payee..
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Re: [Kmymoney-devel] Feature request

[Thomas Baumgart]

Hi,

On Tuesday 22 October 2013 17:36:32 Chris wrote:

 A way of hiding payees in the payee list rather than having to
 reallocate the transaction.
 I imported 17 years of banking - some 69 accounts without any problems -
 which is a credit to your creation. But over time most of the companies
 on the list have gone out of business and I have no wish to keep wading
 through them all.

I opened https://bugs.kde.org/show_bug.cgi?id=326452 so that we don't forget 
about it.

-- 

Regards

Thomas Baumgart

GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
-
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It just develops random features ... -- anonymous
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Re: [Kmymoney-devel] Feature request: match transactions by remoteAccountNumber

[aga]

Hi Alexis

On Wed, 16 Oct 2013 18:49:49 +0200
Alexis Yushin ale...@ww.net wrote:

 Hello!
 
 I am taking a first look at the kmymoney4 and I am quite surprised
 that there is no feature to match transaction to Payees by
 remoteAccountNumber.
 
 I was very impressed how easy I could import my bank (ING NL) csv
 files by simply creating a text profile,

That's good to know.  We tend just to hear about what doesn't work.

 however my bank does not
 provide correct name of the remote party in 90% of the cases.
 
 It does however provide correct remoteAccountNumber.

Are you still talking about CSV import for the importing?  If so, is
your remoteAccountNumber in a separate column?  If this is the case,
have you tried specifying that column as the payee/detail?  It's also
possible to have it copy a memo column to the payee column (or vice
versa), by giving the same column number to both fields.
 
 Two great features would be to be able to reconcile account
 transactions based on remoteAccountNumber instead of remoteName and
 as well to be able to add Payees in the Ledgers view based on their
 account number and then re-run the rematch for the remaining records.
 
 Are you working on something like this? I have quite a background in
 software development, so if you are not looking into that and give me
 a pointer in the right direction i might be able to help!
 
 Regards,
 
 Alex Yushin

I would suggest you open a bug on https://bugs.kde.org with the
'Importance' and 'Normal - Wishlist'.

Our main developers at the moment are beset by work-work, so extra help
is always very welcome.  You can get the latest source from git via
 git clone git://anongit.kde.org/kmymoney (creates a kmymoney folder
 under your Git folder.), once you get yourself a login Id.

Have a look at /kmymoney/kmymoney/kmymoney.cpp for the main program,
and /kmymoney/kmymoney/converter for mymoneystatementreader.cpp and
transactionmatchfinder.cpp.

Allan

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Re: [Kmymoney-devel] Feature request

[Mike]

I also think that this would be a great additional feature.
Love, love, love KMyMoney!!!

You guys are the best!

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Re: [Kmymoney-devel] Feature request

[aga]

On Sat, 24 Aug 2013 23:58:21 +0200
Christian Weirich christian.weir...@web.de wrote:

 Hi there,
 
 thanks for showing me the options. Copying a report to an 
 excel/Calc-sheet is not the problem, but really is a nuisance.
 What would be the problem to add a further coloum to the Income and 
 expenses [time period]-report that simply divides the total sum by
 the periods looked at?

The problem would be the availability of developer time - a bit like
your own problem, really.  Don't expect too much to happen in the near
future.

Allan

 Also, it would be great to see a /moving average/ to get an idea how 
 things have changed: Did it really have an impact that we tried to
 buy food on cheap offers more frequently? or how much did I
 actually earn spending so much more time on ebay?
 
 Sorry I cannot contribute myself, but my family (which is actually
 the reason I have to track our money) keeps me from spending time on 
 programming.
 
 Thanks,
 
 Christian
 
 
 On 24/08/13 09:05, Thomas Baumgart wrote:
  Hi,
 
  On Saturday 24 August 2013 00:29:39 Yury G.  Kudryashov wrote:
 
  Christian Weirich wrote:
  Dear KMyMoney-Team,
 
  When I look at the income and expenses for each category, I am
  interested in the average for each category over a specific time
  period.
  Usually I look at the total sum and divide it by 6 or 12 myself.
  That is one option, another one is to use the budget feature which
  allows to enter a yearly amount and spreads it in even parts over
  the year. Comparing the budget against the actual values (another
  available report) shows you if you are below or above average.
 
 

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Re: [Kmymoney-devel] Feature request

[Thomas Baumgart]

Hi,

On Saturday 24 August 2013 00:29:39 Yury G.  Kudryashov wrote:

 Christian Weirich wrote:
  Dear KMyMoney-Team,
  
  When I look at the income and expenses for each category, I am
  interested in the average for each category over a specific time period.
 
 Usually I look at the total sum and divide it by 6 or 12 myself.

That is one option, another one is to use the budget feature which allows to 
enter a yearly amount and spreads it in even parts over the year. Comparing 
the budget against the actual values (another available report) shows you if 
you are below or above average.

-- 

Regards

Thomas Baumgart

GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
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there is a pessimist who blows it out. (Giovanni Guareschi)
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Re: [Kmymoney-devel] Feature request

[Christian Weirich]

Hi there,

thanks for showing me the options. Copying a report to an 
excel/Calc-sheet is not the problem, but really is a nuisance.
What would be the problem to add a further coloum to the Income and 
expenses [time period]-report that simply divides the total sum by the 
periods looked at?
Also, it would be great to see a /moving average/ to get an idea how 
things have changed: Did it really have an impact that we tried to buy 
food on cheap offers more frequently? or how much did I actually earn 
spending so much more time on ebay?


Sorry I cannot contribute myself, but my family (which is actually the 
reason I have to track our money) keeps me from spending time on 
programming.


Thanks,

Christian


On 24/08/13 09:05, Thomas Baumgart wrote:

Hi,

On Saturday 24 August 2013 00:29:39 Yury G.  Kudryashov wrote:


Christian Weirich wrote:

Dear KMyMoney-Team,

When I look at the income and expenses for each category, I am
interested in the average for each category over a specific time period.

Usually I look at the total sum and divide it by 6 or 12 myself.

That is one option, another one is to use the budget feature which allows to
enter a yearly amount and spreads it in even parts over the year. Comparing
the budget against the actual values (another available report) shows you if
you are below or above average.



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Re: [Kmymoney-devel] Feature request

[Yury G. Kudryashov]

Christian Weirich wrote:

 Dear KMyMoney-Team,
 
 When I look at the income and expenses for each category, I am
 interested in the average for each category over a specific time period.
Usually I look at the total sum and divide it by 6 or 12 myself.
-- 
Yury G. Kudryashov,
mailto: ur...@mccme.ru

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Re: [Kmymoney-devel] Feature request

[Thomas Baumgart]

Tobias,

On Saturday 03 August 2013 23:26:32 Tobias Lorenz wrote:

 Hi there,
 
 from my travels I bring back home different foreign currencies.
 
 I use KMyMoney to keep track on them.
 It lists them on the overview page in the foreign currencies.
 However it's difficult to see, how this sums up to my total balance in local
 € currency.
 
 So It would be great to have a side by side view in foreign currency and
 local currency if thats different.

You can use a report to show the information you want. Select 'Convert values 
to base currency' which should do the conversion to € (EURO) for you. I 
assume, you have EUR as your base currency.

Hope that helps.

-- 

Regards

Thomas Baumgart

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Re: [Kmymoney-devel] Feature request

[Thomas Baumgart]

Hi,

On Thursday 01 August 2013 08:54:19 Marco Giorgetti wrote:

 Hello,
 I'm a happy kMyMoney user from many year.
 I want suggest to add a quarterly scheduling for scheduled transactions.
 I often have to manage rentals of any kind of things, which tends to be
 invoiced quarterly.

Isn't 'quarterly' the same as 'every 3 months' which you can already select?

-- 

Regards

Thomas Baumgart

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Re: [Kmymoney-devel] Feature request

[Thomas Baumgart]

Hi,

On Thursday 01 August 2013 11:11:48 Marco Giorgetti wrote:

 On Thu, Aug 1, 2013 at 11:00 AM, Thomas Baumgart t...@net-bembel.de wrote:
  Isn't 'quarterly' the same as 'every 3 months' which you can already
  select?
 
 Yes...it's the same!
 But I can't see this option in dropdown menù.
 I've version 4.6.3 installed, may be it's available only on higher version?
 I've attached a screenshot of Scheduled transaction editor. (It's in
 Italian, but I've added english labels.

Thanks for the English labels ;)   Select 'Mese' (monthly) and increase the 
counter to 3 (see attached screenshot).

 Thank you.

You're welcome.


-- 

Regards

Thomas Baumgart

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Re: [Kmymoney-devel] Feature request

[Marco Giorgetti]

On Thu, Aug 1, 2013 at 11:19 AM, Thomas Baumgart t...@net-bembel.de wrote:


 Thanks for the English labels ;)   Select 'Mese' (monthly) and increase the
 counter to 3 (see attached screenshot).

  Thank you.

 You're welcome.


OMG
It's always been there!
Shame on me! :-O
Sorry for such stupid request!

-- 
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http://www.marcogiorgetti.com
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Re: [Kmymoney-devel] Feature request

[Eric Bonney]

Just an update, my project is not dead, just on a very long delay and I am
sorry for that. I had to set it aside once tax season hit here in the US
and since April 15th things have just been plain busy. I am in the middle
of moving personally and my work has me swamped right now. So while there
hasn't been much progress to report on the Android version, I am hoping
that once I get settled in my new place I will be able to devote some time
again to the project and get moving again.

-Eric


On Wed, Jun 19, 2013 at 5:39 PM, Jack ostrof...@sbcglobal.net wrote:

 On 2013.06.19 16:34, Jorge Pintor wrote:

 (request for mobile KMM)

 [I haven't included the original message because it was HTML only with no
 text version.]

 If you search the archives of this mailing list, you can find that someone
 is working on an android version.  Last I remember hearing, it was early
 beta stage late last year, but I don't recall hearing anything recently.

 Jack
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Re: [Kmymoney-devel] Feature request

[David Houlden]

On Monday 03 June 2013 02:31:19 Joe W. Byers wrote:
 Allow for multiple database companies / data files.
 
 I have 2 personal and one business Kmymoney database configurations.  I
 have type the database schema each time I want to connect to a different
 instance.  A menu would be nice that I can configure.
 
 Thanks

Does the File - Open Recent menu not list the databases? 

Regards,
Dave.
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Re: [Kmymoney-devel] Feature request

[Christian Elbe]

Hi Thomas,

Thanks for your reply.

I would like to analyse my assets' diversification by making reports
with pie charts which show my assets (savings, investments,...)
according to several categories.

These categories should include
- region (Germany, USA, ... or Europe, America, Asia),
- currency (EUR, USD, GBP, ...),
- risk category (low, medium, high risk investments, ...),
- availability (short, medium, long term investments, ...),
- asset category (nominal, hybrid, real assets,...),
- ...

I thought instead of including every feature separately it would be
clearer to cover all of them by assigning the respective tags to each
account.
For that KMyMoney would need a tag feature for accounts which should
also be considered in the report configuration.
It could be similar to the already existing tag feature for transactions.

One could also use the tag feature to mark accounts for other reasons,
for example if an account is set up for a special purpose like saving
for a new car, flat, ...

I hope this explanation is good enough and I am looking forward to
hearing from you again.

Christian


Am 02.06.2013 10:06, schrieb Thomas Baumgart:
 Hi Christian,
 
 first thing first: please always include the list as CC (user Reply-to-all or 
 similar)
 
 Why do you want tags on accounts for? Can you explain your use-case a bit? 
 Thanks in advance.
 
 Thomas
 
 
 On Tuesday 28 May 2013 12:35:38 you  wrote:
 
 Hi,

 Thanks a lot for the hint. I have tried it, but unfortunately (as far as
 I can see) the tags are only for transactions and not for accounts. Is
 it possible to add them to accounts?

 Am 26.05.2013 13:12, schrieb Thomas Baumgart:
 Hi,

 On Sunday 26 May 2013 02:51:49 Christian Elbe wrote:
 Hi there,

 I really enjoy working with KMyMoney. Especially the report function is,
 in my opinion, much better than in GnuCash.
 However, it came to my mind that it would be nice to have the
 possibility to add tags (or something like that) to the accounts to
 categorise them. These tags could, for example, depict the risk class of
 the investment/account (low, medium, high, ...) or the duration of the
 investment/account (short term, mid term, long term, ...). Finally, it
 would be great to have the possibility of making a pie chart report
 which shows the asset distribution according to risk class, duration,
 region, ...

  In case this feature is already included (maybe in another way), please

 tell me how to do that.

 Thanks a lot,

 Tags have been added to the master branch of the development repository.
 In
 order to get that feature you will have to build the package from source.
 I am not sure, if all the reporting you want to see is possible, but
 certainly the foundation has been laid out.
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Re: [Kmymoney-devel] Feature request

[Thomas Baumgart]

Hi Christian,

first thing first: please always include the list as CC (user Reply-to-all or 
similar)

Why do you want tags on accounts for? Can you explain your use-case a bit? 
Thanks in advance.

Thomas


On Tuesday 28 May 2013 12:35:38 you  wrote:

 Hi,
 
 Thanks a lot for the hint. I have tried it, but unfortunately (as far as
 I can see) the tags are only for transactions and not for accounts. Is
 it possible to add them to accounts?
 
 Am 26.05.2013 13:12, schrieb Thomas Baumgart:
  Hi,
  
  On Sunday 26 May 2013 02:51:49 Christian Elbe wrote:
  Hi there,
  
  I really enjoy working with KMyMoney. Especially the report function is,
  in my opinion, much better than in GnuCash.
  However, it came to my mind that it would be nice to have the
  possibility to add tags (or something like that) to the accounts to
  categorise them. These tags could, for example, depict the risk class of
  the investment/account (low, medium, high, ...) or the duration of the
  investment/account (short term, mid term, long term, ...). Finally, it
  would be great to have the possibility of making a pie chart report
  which shows the asset distribution according to risk class, duration,
  region, ...
  
   In case this feature is already included (maybe in another way), please
  
  tell me how to do that.
  
  Thanks a lot,
  
  Tags have been added to the master branch of the development repository.
  In
  order to get that feature you will have to build the package from source.
  I am not sure, if all the reporting you want to see is possible, but
  certainly the foundation has been laid out.
-- 

Regards

Thomas Baumgart

GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
-
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'Viruses, Instability, Spyware, Trojans, Adware'...
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Re: [Kmymoney-devel] Feature request

[Mikael Kujanpää]

On 26.05.2013 14:12, Thomas Baumgart wrote:
Tags have been added to the master branch of the development 
repository. In

order to get that feature you will have to build the package from
source. I am not sure, if all the reporting you want to see is 
possible, but

certainly the foundation has been laid out.


Unless I have missed out something, the tags functionality works 
otherwise greatly (reports included), but you can tag only whole 
transactions. So, no tags for splits, which unfortunately can be quite a 
big deal breaker. (I'm not complaining though, since it's great that 
Alessandro Russo at least took the big initial step to implement them 
last year!)


OP: if you don't need to tag splits, the functionality is there in 
devel branch and ready to be used.


--
Mikki
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Re: [Kmymoney-devel] Feature request

[Thomas Baumgart]

Hi,

On Sunday 26 May 2013 02:51:49 Christian Elbe wrote:

 Hi there,
 
 I really enjoy working with KMyMoney. Especially the report function is,
 in my opinion, much better than in GnuCash.
 However, it came to my mind that it would be nice to have the
 possibility to add tags (or something like that) to the accounts to
 categorise them. These tags could, for example, depict the risk class of
 the investment/account (low, medium, high, ...) or the duration of the
 investment/account (short term, mid term, long term, ...). Finally, it
 would be great to have the possibility of making a pie chart report
 which shows the asset distribution according to risk class, duration,
 region, ...
 
  In case this feature is already included (maybe in another way), please
 tell me how to do that.
 
 Thanks a lot,

Tags have been added to the master branch of the development repository. In 
order to get that feature you will have to build the package from source. I am 
not sure, if all the reporting you want to see is possible, but certainly the 
foundation has been laid out.

-- 

Regards

Thomas Baumgart

GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
-
We can't solve problems by using the same kind of thinking we
used when we created them. - Albert Einstein
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Re: [Kmymoney-devel] feature request

[aga]

On Sat, 11 May 2013 14:25:24 -0500
Warren Goodrich wrgoo...@illinois.edu wrote:

 Hello,
 
 My new feature request is this:
 
 
 A lot of my checkbook transactions are via debit card or atm card. I 
 would like to enter EFT (electronic fund transfer) or ATM (automated 
 teller machine) into the number box when doing this. This way, I can 
 scan my register and see right away which transactions were made with
 my debit or atm card. My problem is, if I enter anything except a
 check number in the number box, KMyMoney forgets my next check
 number. The program always reverts back to number 1 no mater what
 my next check number should be. Is it possible to change the program
 to allow me to enter EFT or ATM into the number box, but still have
 my next check number pulled up automatically in the next
 transaction? Maybe this could be in the form of a drop down menu in
 the number box from which I could choose 1 - ATM or 2 - EFT or 3 -
 Next check number. I know this may not be a big issue, but I would
 find it a very nice change. Thanks for listening.
 

Hello Warren

This appears to be a bug, so please would you report it via
https://bugs.kde.org so that it may be tracked properly.

Thanks

Allan
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Re: [Kmymoney-devel] feature request

[aga]

On Sat, 11 May 2013 20:57:01 -0400
Doug Lytle supp...@drdos.info wrote:

 aga wrote:
  I don't see that, exactly.
 
 I do,
 

What do you see, then, when you do what I did?

 I'm running KMyMoney 4.6.3.  My last check number is 2801 (Written to 
 CBPU).  I have several (Online PMT), (Deposit) and (Debit Card) after
 that.
 
 When I do a new transaction for CBPU matching the previous
 transaction, the next check number is 1.
 
 Doug

Allan

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Re: [Kmymoney-devel] feature request

[aga]

On Sat, 11 May 2013 21:18:36 -0400
Jack ostrof...@sbcglobal.net wrote:

 On 2013.05.11 20:57, Doug Lytle wrote:
  aga wrote:
  I don't see that, exactly.
  
  I do,
  
  I'm running KMyMoney 4.6.3.  My last check number is 2801 (Written
  to CBPU).  I have several (Online PMT), (Deposit) and (Debit Card)
  after that.
  
  When I do a new transaction for CBPU matching the previous  
  transaction, the next check number is 1.
  
 I suspect it may be different editing an existing transaction from  
 entering a new one.  Entering a new transaction, if you change the  
 offered number, it probably alters what is remembered as the highest  
 used number.  I believe I've gotten into situations where it tried
 to use an already used number, because I missed a check, and entered
 it out of order, after I had entered later checks.
 
 Jack

Yes and no.

I think the difference was more to do with the position of the within
the ledger.  Editing a transaction no could result in that item moving
up the sort order.  Then, another transaction with a valid number may
subsequently be found, and then the sequencing will restart.

The main problem though, is that there is this comment -

// if a new transaction has a valid number, keep it with the account

and the test is -

if (!number.isEmpty())

so any non-numeric value would get stored.  When that value was
encountered in a subsequent new transaction, it would be treated as
zero, and the number '1' would be the default entry.

I've changed it to store only an integer value, and that seems to work
as required.  But, might a user want to have a number with a decimal
 symbol in it?  I've tried that too, saving a double, and the decimal
 part now gets incremented.

So, who wants what?

Allan




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Re: [Kmymoney-devel] feature request

[Doug Lytle]

Warren Goodrich wrote:
EFT (electronic fund transfer) or ATM 


I do similar.

(Debit)
(Credit)
(Deposit)

Doug


--
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Those who would give up Essential Liberty to purchase a little Temporary Safety, 
deserve neither Liberty nor Safety.

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Re: [Kmymoney-devel] feature request

[aga]

On Sat, 11 May 2013 14:25:24 -0500
Warren Goodrich wrgoo...@illinois.edu wrote:

 Hello,
 
 My new feature request is this:
 
 
 A lot of my checkbook transactions are via debit card or atm card. I 
 would like to enter EFT (electronic fund transfer) or ATM (automated 
 teller machine) into the number box when doing this. This way, I can 
 scan my register and see right away which transactions were made with
 my debit or atm card. My problem is, if I enter anything except a
 check number in the number box, KMyMoney forgets my next check
 number. The program always reverts back to number 1 no mater what
 my next check number should be.

I don't see that, exactly.

If, say, I have three transactions, numbered 2,1,3, and then I edit
number 1 to be atm, and then enter a new transaction, that item gets
the number 4, ie., following on from 3.

 Is it possible to change the program
 to allow me to enter EFT or ATM into the number box, but still have
 my next check number pulled up automatically in the next
 transaction? Maybe this could be in the form of a drop down menu in
 the number box from which I could choose 1 - ATM or 2 - EFT or 3 -
 Next check number. I know this may not be a big issue, but I would
 find it a very nice change. Thanks for listening.
 

Allan

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Re: [Kmymoney-devel] feature request

[Doug Lytle]

aga wrote:

I don't see that, exactly.


I do,

I'm running KMyMoney 4.6.3.  My last check number is 2801 (Written to 
CBPU).  I have several (Online PMT), (Deposit) and (Debit Card) after that.


When I do a new transaction for CBPU matching the previous transaction, 
the next check number is 1.


Doug


--
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Re: [Kmymoney-devel] Feature request

[TIm Dawson]

As I said - I guess I use the thing differently than a lot of folks. I 
have not been prompted for (or entered) an account password since the 
day the online account was defined - it's just load up kmymoney, hit 
update and it goes . . . and I pretty much use the program standalone 
- kwallet is something that, despite being a kde user since the 2.x 
(maybe older, I forget) I have never bothered with . . .


A large part of this is simply that this bank does not allow any 
transactions via OFX that can cost you anything . . . . it's pretty mucn 
inquire only, and the OFX password has nothing to do with the main 
account, so I regard this as quite low risk.  (If they ever change that, 
then I may need to rethink . . . ).


Anyhoo, were I a PC user, I might also regard doing this manually as 
pretty much the way of life but being a Linux (Unix) user, it's pretty 
much alien to me . . . technology is there so that we *DON'T* have to do 
things manually, right?


I too have been a kmymoney user from well before the days when OFX was 
supported at all, and frankly, that was the one thing that pretty much 
made it a non-starter for me.  And yes, I remember the pain of the first 
deployments, when the OFX stuff was only partially integrated, and 
hacking code to get it to work . . . .


So, based on my use of the OFX tools, yes, I could schedule to bring up 
an OFX dump on an interval, but that is only marginally better . . . I 
still need to take the time to process all the files, and only *then* is 
the data in kmymoney of value to me - again, kind of defeating what I 
see as a primary purpose for a financial tool - current data on demand.


As far as checking for fraud and such, at this point, I do that through 
the banks web page view - since it is current, it's much less painful. 
What I mainly use kmymoney for is end of year tax reconcilliation, and 
long term financial reporting (again, since the bank does not have that 
much data online at any given time), since the US allows (well, at least 
used to - don't get me started on *THAT*) us to deduct sales tax, and 
proper categorization of all transactions over a year in kmymoney gives 
me a very good handle on that.


The main reason that this came back up to me, is that I happened to 
(finally) take a look at the kde 4 variants of kmymoney (my personal 
system is still on kde3 . . . so running the old stuff) and wanted to 
see what all had evolved, since what I personally run is pretty much 
stuck in time and while there is a lot of good new stuff, this was 
still absent.


So, I figured I'd ask . . . .

To me, the security issues are pretty much a non-reason for doing or not 
doing this . . . if the feature is there (and assuming the workload is 
not large) then it's up to the user to decide what is secure or not, no? 
 And I admit - I had not looked at the other means of password 
management - I've been doing it this way so long that frankly, was not 
aware there was any other way.  Which is why the assumption that running 
the already present account update features decoupled from the GUI was 
the way to go . . . that would be the golden ticket at least for me, 
and as I said, would not appear to require too much coding, although I 
have not looked at the kmymoney source in a while.


And yes, I have no issue helping on this, testing, whatever . . . . 
although my largest liability in that area is that while I am a fair C 
programmer, I have never touched C++, which is why I chose to basically 
beg for this first!


Heck, if the code is structured such that the account file open and 
update functions are reasonably standalone (and in separate libs, which 
appears to be the case) then putting together something like a cli 
command kmymoney_update would appear possible as well, and frankly if 
I knew the code better (as well as C++) I probably would have taken a 
stab at it by now.


Thanks for listening - working on making a formal request as well . . .

- Tim

On 04/14/2013 05:06 AM, Brendan Coupe wrote:

I
n addition to the kwallet limitation I also have my KMM file encrypted
so it can't be opened without the password. I guess options could be
added to the command line to supply both the KMM password and the
kwallet password but that's not a very secure way to go. Kind of defeats
the purpose of encrypting the file and storing the password safely. Or
maybe this feature would only work if you left KMM running (not a simple
cron job).

Given the amount of effort required to manually enter the transactions
that are more than 30 days old it seems like it would be much easier to
have a reminder emailed to you every 2 or 3 weeks and do it manually
until this feature is added. You don;t have to reconcile your accounts
every time you download.

Another option you may explore is finding a way to run a cron job to
download the OFX file from Chase every couple of weeks and storing them
so that you can import them when you get around to using KMM every
quarter. 

Re: [Kmymoney-devel] Feature request

[Thomas Baumgart]

Hi guys (and if present) girls,


lets tackle this from the technical perspective to give Tim an idea what would 
be involved, leaving the security issues aside. Or maybe, I should touch this 
first, because a few requirements must be met for this to work:

* KMyMoney data must not be stored encrypted (using GPG)
* The OFX password (and I am sure you must have entered it at least once) must 
be stored in the unprotected KMM file. It will be stored in clear-text.

Now the technical issues:

* KMyMoney is a single user / single process application. Running it in the 
background must make sure that the file is not opened otherwise.
* KMyMoney is a GUI application. In its current setup it won't work w/o a 
graphical environment (so you would not be able to run it in the background).
* The process of importing any data (whether OFX, QIF, HBCI, CSV, ...) is tied 
with some user interaction during the process of recording the transactions 
into the engine. This user interaction must be somehow eliminated if running 
in the background is required.


Proposal: do it the old UNIX way - one program for each task

* Setup external (to KMyMoney) means to download the OFX files from the bank 
(wget, curl, perl, php are some options) and start them via cron to drop the 
information into a directory
* add a cli option to KMyMoney that passes the name of the directory to the 
application
* add a feature that this directory is scanned for files at startup and start 
importing them automatically after opening the KMyMoney data file
* Remove processed files to a another directory to let the user decide what to 
do with them after processing

I think that this will cover Tims requirements and also keeps modifications to 
KMyMoney at a low level. All interactive code can remain as it is.

Another idea just crossing my mind:

* Download files as explained above
* Use KMyMoneys 'web-connect' feature to import the files one at a time

Web-Connect works as follows:

* Start KMyMoney and open your data file.
* Start a second KMyMoney instance with the file to be imported as argument
* If the file is importable (and OFX should be) it will trigger the first 
instance to do the import.

Maybe we have to tweak this mechanism for the second instance to wait until 
the import is finished. Don't know what happens if you use this too fast in a 
consecutive manner as it quits right after triggering the first instance.


Have a nice weekend.

Thomas


On Sunday 14 April 2013 09:05:06 TIm Dawson wrote:

 As I said - I guess I use the thing differently than a lot of folks. I
 have not been prompted for (or entered) an account password since the
 day the online account was defined - it's just load up kmymoney, hit
 update and it goes . . . and I pretty much use the program standalone
 - kwallet is something that, despite being a kde user since the 2.x
 (maybe older, I forget) I have never bothered with . . .
 
 A large part of this is simply that this bank does not allow any
 transactions via OFX that can cost you anything . . . . it's pretty mucn
 inquire only, and the OFX password has nothing to do with the main
 account, so I regard this as quite low risk.  (If they ever change that,
 then I may need to rethink . . . ).
 
 Anyhoo, were I a PC user, I might also regard doing this manually as
 pretty much the way of life but being a Linux (Unix) user, it's pretty
 much alien to me . . . technology is there so that we *DON'T* have to do
 things manually, right?
 
 I too have been a kmymoney user from well before the days when OFX was
 supported at all, and frankly, that was the one thing that pretty much
 made it a non-starter for me.  And yes, I remember the pain of the first
 deployments, when the OFX stuff was only partially integrated, and
 hacking code to get it to work . . . .
 
 So, based on my use of the OFX tools, yes, I could schedule to bring up
 an OFX dump on an interval, but that is only marginally better . . . I
 still need to take the time to process all the files, and only *then* is
 the data in kmymoney of value to me - again, kind of defeating what I
 see as a primary purpose for a financial tool - current data on demand.
 
 As far as checking for fraud and such, at this point, I do that through
 the banks web page view - since it is current, it's much less painful.
 What I mainly use kmymoney for is end of year tax reconcilliation, and
 long term financial reporting (again, since the bank does not have that
 much data online at any given time), since the US allows (well, at least
 used to - don't get me started on *THAT*) us to deduct sales tax, and
 proper categorization of all transactions over a year in kmymoney gives
 me a very good handle on that.
 
 The main reason that this came back up to me, is that I happened to
 (finally) take a look at the kde 4 variants of kmymoney (my personal
 system is still on kde3 . . . so running the old stuff) and wanted to
 see what all had evolved, since what I personally run is pretty 

Re: [Kmymoney-devel] Feature request

[Brendan Coupe]

I download 12 accounts every day or two with one click from KMM. In my case
going to each website would be significantly more painful. Not sure if
either of us is a normal KMM user but I am much more efficient with KMM.
You are missing many new features running the old KDE 3 version.

I worked with Thomas for a while to get the OFX import to work better and
to be less intrusive. For example, there is no dialog box at the end if
there are no new transactions. I did not write any code, I compiled with
his patches and tested the changes out. Thomas is in Europe and did not
have access to an bank with OFX downloading available so he could only do
so much without someone to help test and debug the changes. No need to code
in order to help although I'm sure they would welcome coding help if you
offered.

If you have not received a response from Thomas please look for it below.
He said his emails to you were bouncing back.

*

Brendan*


On Sat, Apr 13, 2013 at 11:48 PM, Thomas Baumgart t...@net-bembel.de wrote:

 Hi guys (and if present) girls,


 lets tackle this from the technical perspective to give Tim an idea what
 would
 be involved, leaving the security issues aside. Or maybe, I should touch
 this
 first, because a few requirements must be met for this to work:

 * KMyMoney data must not be stored encrypted (using GPG)
 * The OFX password (and I am sure you must have entered it at least once)
 must
 be stored in the unprotected KMM file. It will be stored in clear-text.

 Now the technical issues:

 * KMyMoney is a single user / single process application. Running it in the
 background must make sure that the file is not opened otherwise.
 * KMyMoney is a GUI application. In its current setup it won't work w/o a
 graphical environment (so you would not be able to run it in the
 background).
 * The process of importing any data (whether OFX, QIF, HBCI, CSV, ...) is
 tied
 with some user interaction during the process of recording the transactions
 into the engine. This user interaction must be somehow eliminated if
 running
 in the background is required.


 Proposal: do it the old UNIX way - one program for each task

 * Setup external (to KMyMoney) means to download the OFX files from the
 bank
 (wget, curl, perl, php are some options) and start them via cron to drop
 the
 information into a directory
 * add a cli option to KMyMoney that passes the name of the directory to the
 application
 * add a feature that this directory is scanned for files at startup and
 start
 importing them automatically after opening the KMyMoney data file
 * Remove processed files to a another directory to let the user decide
 what to
 do with them after processing

 I think that this will cover Tims requirements and also keeps
 modifications to
 KMyMoney at a low level. All interactive code can remain as it is.

 Another idea just crossing my mind:

 * Download files as explained above
 * Use KMyMoneys 'web-connect' feature to import the files one at a time

 Web-Connect works as follows:

 * Start KMyMoney and open your data file.
 * Start a second KMyMoney instance with the file to be imported as argument
 * If the file is importable (and OFX should be) it will trigger the first
 instance to do the import.

 Maybe we have to tweak this mechanism for the second instance to wait until
 the import is finished. Don't know what happens if you use this too fast
 in a
 consecutive manner as it quits right after triggering the first instance.


 Have a nice weekend.

 Thomas


 On Sunday 14 April 2013 09:05:06 TIm Dawson wrote:

  As I said - I guess I use the thing differently than a lot of folks. I
  have not been prompted for (or entered) an account password since the
  day the online account was defined - it's just load up kmymoney, hit
  update and it goes . . . and I pretty much use the program standalone
  - kwallet is something that, despite being a kde user since the 2.x
  (maybe older, I forget) I have never bothered with . . .
 
  A large part of this is simply that this bank does not allow any
  transactions via OFX that can cost you anything . . . . it's pretty mucn
  inquire only, and the OFX password has nothing to do with the main
  account, so I regard this as quite low risk.  (If they ever change that,
  then I may need to rethink . . . ).
 
  Anyhoo, were I a PC user, I might also regard doing this manually as
  pretty much the way of life but being a Linux (Unix) user, it's pretty
  much alien to me . . . technology is there so that we *DON'T* have to do
  things manually, right?
 
  I too have been a kmymoney user from well before the days when OFX was
  supported at all, and frankly, that was the one thing that pretty much
  made it a non-starter for me.  And yes, I remember the pain of the first
  deployments, when the OFX stuff was only partially integrated, and
  hacking code to get it to work . . . .
 
  So, based on my use of the OFX tools, yes, I could schedule to bring up
  an OFX dump on an 

Re: [Kmymoney-devel] Feature request

[TIm Dawson]

Folks -

With any luck, this will reach everyone . . .

First, for Thomas, I found your reject in my logs.  Not sure why it is 
catching you - your address doesn't match anything in the filter file, 
but at any rate, I have disabled that set of mail filters in order to 
allow your mail to (hopefully) come through cleanly.


First, regarding kmymoney4 (and kde4), I will have to do a full 
destructive update to my system to get that loaded, and unless there is 
a desperately needed feature, so far it has not seemed to be worth the 
work . . . what I have works (at this point) and frankly, I prefer the 
kde3 UI - I have not really been able to get the same look and feel in 
4, and I'm a stubborn bastard who does not want to change!


Having said that, I am a firm believer in security at the system level, 
and having this info in an obscure compressed file (as it is now) does 
not bother me.  I have only ever entered the passwords once - when they 
change, or on new account setup.  Having said that, my system for work 
had kde4 on it, so I am playing with kmymoney4 on it . . . and hence my 
reinvestment of time on the software. That, and since OFX requires 
that the password go out on the network in open text, it would appear to 
be a security hole basically by design . . . so not sure how much worse 
it gets having a security token on a secure system, vs on a public 
network that might get snooped . . . .


So, my thoughts to what Thomas has suggested . . .

1) Yes, kmymoney is currently a gui application.  *IF* the functions 
needed here are functionally separated therein, (IE, OFX update is a 
function, XXX.kmm file update is a function, etc.) it would appear that 
a data path in the code that never inits the GUI might be possible . . . 
and on this one, I can only speculate, since I am not familiar with the 
internals thereof.  Or, as mentioned earlier, perhaps easier to simply 
create a new wrapper program to call the functions accordingly.


As far as file access, it would appear that a simple flock (or similar) 
to block concurrent access would solve that issue with minimal effort . . .


I have just spent a few hours working with the ofxconnect program from 
libofx . . . and after patching it to understand more than three account 
types, I am able to pull my data to flat files with that tool.  Far from 
idea (it's an ugly little bastard, that's for sure), but I can at least 
have the current data preserved, which is a step ahead.


The down side is that even a couple of weeks of data takes a fair amount 
of time to import, times several accounts . . . now take that out 4 or 5 
months, with perhaps a couple of files a week.  Even if you modify to 
process the files on startup, that's a painfully slow process, and while 
better than nothing, still does nothing to achieve my goal of having the 
data set current *at program start*.


I'm not trying to be a pain to anyone here, and I most certainly 
appreciate that your folks are willing to bat the ideas around with me 
at all - yet another reinforcement for why I use open source!  And if my 
thoughts here are too far from most folks, then I can figure out how to 
run my batches and tolerate the delays.


- Tim

On 04/14/2013 07:02 PM, Brendan Coupe wrote:

I download 12 accounts every day or two with one click from KMM. In my
case going to each website would be significantly more painful. Not sure
if either of us is a normal KMM user but I am much more efficient with
KMM. You are missing many new features running the old KDE 3 version.

I worked with Thomas for a while to get the OFX import to work better
and to be less intrusive. For example, there is no dialog box at the end
if there are no new transactions. I did not write any code, I compiled
with his patches and tested the changes out. Thomas is in Europe and did
not have access to an bank with OFX downloading available so he could
only do so much without someone to help test and debug the changes. No
need to code in order to help although I'm sure they would welcome
coding help if you offered.

If you have not received a response from Thomas please look for it
below. He said his emails to you were bouncing back.

*

Brendan*


On Sat, Apr 13, 2013 at 11:48 PM, Thomas Baumgart t...@net-bembel.de
mailto:t...@net-bembel.de wrote:

Hi guys (and if present) girls,


lets tackle this from the technical perspective to give Tim an idea
what would
be involved, leaving the security issues aside. Or maybe, I should
touch this
first, because a few requirements must be met for this to work:

* KMyMoney data must not be stored encrypted (using GPG)
* The OFX password (and I am sure you must have entered it at least
once) must
be stored in the unprotected KMM file. It will be stored in clear-text.

Now the technical issues:

* KMyMoney is a single user / single process application. Running it
in the
background must make sure that the file is not opened 

Re: [Kmymoney-devel] Feature request

[TIm Dawson]

Just testing I also note that kmymoney is not capable of multi-select on 
files to import.  So, 30 or so trips through that gui to update sounds a 
lot like a PITA . . .


- Tim

On 04/14/2013 07:02 PM, Brendan Coupe wrote:

I download 12 accounts every day or two with one click from KMM. In my
case going to each website would be significantly more painful. Not sure
if either of us is a normal KMM user but I am much more efficient with
KMM. You are missing many new features running the old KDE 3 version.

I worked with Thomas for a while to get the OFX import to work better
and to be less intrusive. For example, there is no dialog box at the end
if there are no new transactions. I did not write any code, I compiled
with his patches and tested the changes out. Thomas is in Europe and did
not have access to an bank with OFX downloading available so he could
only do so much without someone to help test and debug the changes. No
need to code in order to help although I'm sure they would welcome
coding help if you offered.

If you have not received a response from Thomas please look for it
below. He said his emails to you were bouncing back.

*

Brendan*


On Sat, Apr 13, 2013 at 11:48 PM, Thomas Baumgart t...@net-bembel.de
mailto:t...@net-bembel.de wrote:

Hi guys (and if present) girls,


lets tackle this from the technical perspective to give Tim an idea
what would
be involved, leaving the security issues aside. Or maybe, I should
touch this
first, because a few requirements must be met for this to work:

* KMyMoney data must not be stored encrypted (using GPG)
* The OFX password (and I am sure you must have entered it at least
once) must
be stored in the unprotected KMM file. It will be stored in clear-text.

Now the technical issues:

* KMyMoney is a single user / single process application. Running it
in the
background must make sure that the file is not opened otherwise.
* KMyMoney is a GUI application. In its current setup it won't work
w/o a
graphical environment (so you would not be able to run it in the
background).
* The process of importing any data (whether OFX, QIF, HBCI, CSV,
...) is tied
with some user interaction during the process of recording the
transactions
into the engine. This user interaction must be somehow eliminated if
running
in the background is required.


Proposal: do it the old UNIX way - one program for each task

* Setup external (to KMyMoney) means to download the OFX files from
the bank
(wget, curl, perl, php are some options) and start them via cron to
drop the
information into a directory
* add a cli option to KMyMoney that passes the name of the directory
to the
application
* add a feature that this directory is scanned for files at startup
and start
importing them automatically after opening the KMyMoney data file
* Remove processed files to a another directory to let the user
decide what to
do with them after processing

I think that this will cover Tims requirements and also keeps
modifications to
KMyMoney at a low level. All interactive code can remain as it is.

Another idea just crossing my mind:

* Download files as explained above
* Use KMyMoneys 'web-connect' feature to import the files one at a time

Web-Connect works as follows:

* Start KMyMoney and open your data file.
* Start a second KMyMoney instance with the file to be imported as
argument
* If the file is importable (and OFX should be) it will trigger the
first
instance to do the import.

Maybe we have to tweak this mechanism for the second instance to
wait until
the import is finished. Don't know what happens if you use this too
fast in a
consecutive manner as it quits right after triggering the first
instance.


Have a nice weekend.

Thomas


On Sunday 14 April 2013 09:05:06 TIm Dawson wrote:

  As I said - I guess I use the thing differently than a lot of
folks. I
  have not been prompted for (or entered) an account password since the
  day the online account was defined - it's just load up kmymoney, hit
  update and it goes . . . and I pretty much use the program
standalone
  - kwallet is something that, despite being a kde user since the 2.x
  (maybe older, I forget) I have never bothered with . . .
 
  A large part of this is simply that this bank does not allow any
  transactions via OFX that can cost you anything . . . . it's
pretty mucn
  inquire only, and the OFX password has nothing to do with the main
  account, so I regard this as quite low risk.  (If they ever
change that,
  then I may need to rethink . . . ).
 
  Anyhoo, were I a PC user, I might also regard doing this manually as
  pretty much the way of life but being a Linux (Unix) user, it's
pretty
  much 

Re: [Kmymoney-devel] Feature request

[Jack]

On 2013.04.14 12:48, TIm Dawson wrote:
Just testing I also note that kmymoney is not capable of multi-select  
on files to import.  So, 30 or so trips through that gui to update  
sounds a lot like a PITA . . .


True, but it should be possible (and not too difficult?) to write a  
program to combine multiple OFX files (at least from the same  
institution) into a single file.  Another approach would be to convert  
them to csv, which are easier to combine, and then use the csv importer.


Jack
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Re: [Kmymoney-devel] Feature request

[Brendan Coupe]

I
n addition to the kwallet limitation I also have my KMM file encrypted so
it can't be opened without the password. I guess options could be added to
the command line to supply both the KMM password and the kwallet password
but that's not a very secure way to go. Kind of defeats the purpose of
encrypting the file and storing the password safely. Or maybe this feature
would only work if you left KMM running (not a simple cron job).

Given the amount of effort required to manually enter the transactions that
are more than 30 days old it seems like it would be much easier to have a
reminder emailed to you every 2 or 3 weeks and do it manually until this
feature is added. You don;t have to reconcile your accounts every time you
download.

Another option you may explore is finding a way to run a cron job to
download the OFX file from Chase every couple of weeks and storing them so
that you can import them when you get around to using KMM every quarter.
Not sure if there is a command line interface available to do this in the
OFX tools. Or you could look for a bank that lets your access YOUR data for
more than 30 days:-)

I have been using KMM since before you could download OFX files from the
bank from within the program. I use to download them manually from each
bank and import them into KMM. I was so happy when I could finally do this
from within thee program, I did not see the need to have the automated. I
prefer to download them frequently so I know if there is any fraud going on
in any of my accounts. I use to think I wanted to have KMM update in the
background (probably because MS Money could) but haven't felt that way in
years - mostly because of the security issues it would cause..

In the future I would suggest avoiding comments like which is an absurd
requirement The developers work for free and they are usually very
accommodating if you ask nicely and are patient. You should also plan to
help debug these changes when they are made if you want to make sure they
work as you hope. I was compiling KMM  with patches a few months ago and
got exactly the features I had asked for and more (the Not Marked, Not
Reconciled counts on the home screen). The process usually works great but
not always as quickly as we'd like. The again Microsoft never added any
features that I requested in MS Money:-)

I have been reading the user and developer groups since I started using
KMM. I don't think automatic bank downloads have been requested very often
(maybe once or twice) and I assume that's a factor in determining which
features are added next (along with degree of difficulty and ...).

*

Brendan*


On Sat, Apr 13, 2013 at 3:12 PM, Jack ostrof...@sbcglobal.net wrote:

 On 2013.04.13 13:20, TIm Dawson wrote:

 One of the most basic features that I would have assumed would have been
 a gimme in any financial management package that can be utilized in
 conjunction with a financial organization (IE, can upload transactions from
 a bank) would be the ability to actually schedule those uploads to happen
 *WITHOUT* any user intervention.  Either I am totally blind, or in the 5+
 years that I have been using KMymoney, this feature has been painfully and
 notably absent.

 Perhaps it's just my patterns as a user, in that I don't necessarily
 reconcile my accounts monthly (more like quarterly, unless there is an
 issue) and what happens is that Chase only keeps 30 days of online
 transactions uploadable, so inevitably, I spend way too much time hand
 entering stuff that should have been uploaded.  Barring my remembering to
 do this on a periodic basis (which is an absurd requirement . .  .) a
 mechanism to schedule this via cron (or other process scheduler) to run
 *WITHOUT* user intervention would appear to be an obvious need - and need
 not be anything more sophisicated than a command line option such that
 kmymoney can be run such as kmymoney --update-all and have an OFX update
 occur, the same as if update-all was selected from the gui, but with no
 intervention, and no need to load the gui to a desktop.

 Seems like all the parts are there . . . again, I can't fathom why this
 isn't available (or have managed to miss it for years . . . ).

  Tim,

 I don't think you have missed anything, although I don't see the absense
 of this feature to be either painful or notable.  However, to make sure it
 does not get forgotten, you can open a ticket at bugs.kde.org, using the
 severity of wishlist.

 As for whether it's simple and essential or not - that's up for debate.
  Personally, I prefer to download transactions more frequently, and
 interactively, so I can assure correct matching of payees and categories.
  Also, if there were a command line option that could be scheduled with
 cron, it would mean that the password  to the OFX account would need to be
 available.  That may or may not be an issue for you - but it likely is for
 some people.  I have my passwords stored in kwallet, and the first time it
 is accessed 

Re: [Kmymoney-devel] Feature request

[aga]

On Wed, 06 Mar 2013 16:19:01 +0100
Albert Gmail albertpommier@gmail.com wrote:

 Hello,
 I use ubuntu kmymoney2.
 QIF export function processes only one account at a time.
 Is it possible to export multiple accounts at once? Example personal 
 checking account, checking account attached passbook etc..
 With all my thanks.

Hi,

please see the attached. My french is a bit rusty these days, but it looks 
like the question is about storing all accounts at once into a QIF file. Any 
ideas?

Please CC the original poster.
---
I'm afraid my French expired longer ago than I care to remember.
However, Google helped, and another mail from the OP confirms.

I'm afraid it is not at present possible to export multiple accounts in
one file, and I can't see this being possible any time soon, as
developer time is very limited at the moment.

The translation showed a follow-up question :
If not, how to read the file with kmymoney KMY otherwise? Is gambas3 possible?

Yes, this is possible with any language that supports xml2.

The .kmy file is a compressed xml2 file.  If you uncompress it, you'll
find a fairly easy to understand xml2 file.

Allan


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Re: [Kmymoney-devel] Feature request

[aga]

On Tue, 26 Mar 2013 23:26:23 +0100
Johnny Geling (h) joh...@geling.be wrote:

 Hello,
 
 While using the loan account type and the wizzard the calculated
 payment is not the same as what is calculated by a Belgian bank. In
 Belgium a monthly intrest is used. This monthly intrest is not the
 yearly interest divided by 12. The correct monthly interest is
 calculated using the formula: monthly intrest = ((1 + yearly
 interest)^(1/12))-1
 
 Would it be possible to add this feature (monthly interest
 calculation of the belgium banks) to Kmymoney?
 
 Thanks in advance
 

To ensure this doesn't get forgotten, would you please raise a wishlist
item on https://bugs.kde.org.  Enter it below the 'Importance' box.

Allan
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Re: [Kmymoney-devel] Feature request

[aga]

On Sun, 24 Feb 2013 11:02:37 +0100
Thomas Baumgart t...@net-bembel.de wrote:

 Hi,
 
 On Saturday 16 February 2013 12:49:46 Edward Haynes wrote:
 
  Hi,
  I would like to be able to select the columns displayed in the
  Accounts view.
  
  I only use for domestic accounting therefore Tax columns are of no
  interest. I would like this view to display bank sort code and
  account numbers.
 
 Do we have a wish list item on http://bugs.kde.org for this one?  Who
 can open it, so that the stuff does not get lost.
 

Done, in case OP does not have access.  Bug 315747 - Make columns
displayed in the Accounts view user selectable.

Allan
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Re: [Kmymoney-devel] Feature request

[Thomas Baumgart]

Hi,

On Saturday 16 February 2013 12:49:46 Edward Haynes wrote:

 Hi,
 I would like to be able to select the columns displayed in the Accounts
 view.
 
 I only use for domestic accounting therefore Tax columns are of no
 interest. I would like this view to display bank sort code and account
 numbers.

Do we have a wish list item on http://bugs.kde.org for this one?  Who can open 
it, so that the stuff does not get lost.

-- 

Regards

Thomas Baumgart

GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
-
Bachelor: One who is footloose  fiance free!
-


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Re: [Kmymoney-devel] Feature request

[upscope]

On Friday, February 22, 2013 10:15:51 PM aga wrote:
 On Fri, 22 Feb 2013 13:15:05 -0800 (PST)
 
 Mark R. Lytell lyte...@yahoo.com wrote:
  Hi,
  I've been using KMyMoney for years now, and I think that it's great.
  One feature that would be handy would be to be able to export a
  ledger into CSV format, over a date range or other criteria, for
  import into a spreadsheet.  I know that one can do this, perhaps, by
  customizing a report and exporting that report to CSV, but it would
  be much more direct way to have a menu item to do this for any
  account/ledger.
  
   
  Regards,
  Mark
 
 It would be as well to raise this as a wish-list item on
 https://bugs.kde.org
 
 Allan
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I agree with this request. It would be real convient around tax time.

Russ
-- 
openSUSE 12.2(Linux 3.4.28-2.20-desktop x86_64)|KDE 4.10.00
release 546|Intel core2duo 2.5 MHZ,|8GB DDR3|GeForce
8400GS(NVIDIA-Linux-x86_64-304.60)  

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Re: [Kmymoney-devel] Feature request

[aga]

On Fri, 22 Feb 2013 13:15:05 -0800 (PST)
Mark R. Lytell lyte...@yahoo.com wrote:

 Hi,
 I've been using KMyMoney for years now, and I think that it's great.
 One feature that would be handy would be to be able to export a
 ledger into CSV format, over a date range or other criteria, for
 import into a spreadsheet.  I know that one can do this, perhaps, by
 customizing a report and exporting that report to CSV, but it would
 be much more direct way to have a menu item to do this for any
 account/ledger.
 
  
 Regards,
 Mark
 

It would be as well to raise this as a wish-list item on
https://bugs.kde.org

Allan
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Re: [Kmymoney-devel] Feature request

[Allan]

On 05/02/13 02:01, Brendan Coupe wrote:

You can close accounts. Select the account in the ledger view and select
Account, Close Account from the menu. You can always reopen an
account if you need to make any changes.

Not sure if this is what you are asking for but this works for me. I
think I have more closed accounts than open accounts thanks to our
credit card number being borrowed every year or two.

*

Brendan*



The OP says 'I have closed bank accounts or now have older Expense 
concepts that are no longer needed in current entries.', so I don't 
think it's that to which he refers.  He also says 'I know they

cannot be deleted due to reference integrity and thats great, we
also need them on the reports and history.'

He wants to be able to hide them from current/future use.  Perhaps 
because of a change of circumstances, they will no longer be used, so 
they are not now candidates for selection.


Allan


On Mon, Feb 4, 2013 at 4:35 PM, Sergio M sergio...@gmail.com
mailto:sergio...@gmail.com wrote:

Hello all,
I have been using KMM for a couple years now, and i think its
awesome. Works great for me.
I even try to help Alvaro with the Spanish translation sometime.

I was thinking of a suggestion for KMM:
I would love to be able to set accounts, categories and so on as
Inactive. A checkbox in every one would disable them. I know they
cannot be deleted due to reference integrity and thats great, we
also need them on the reports and history. But setting them as
Inactive would remove them from dropdown lists and disable them to
be used in future entries.
I have closed bank accounts or now have older Expense concepts that
are no longer needed in current entries.

Thanks for your great work guys!

Best regards,
Sergio

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Re: [Kmymoney-devel] Feature request

[Alvaro Soliverez]

The best way to hide an account from normal use is to close it (provided
the balance is 0). However, there isn't a similar procedure for categories.

We should add a Disable category, with a behaviour similar to the one of
closed accounts.

Of course, if advanced mode is enabled, you'll still see them.

Regards,
Alvaro




On Tue, Feb 5, 2013 at 7:54 AM, Allan agande...@gmail.com wrote:

 On 05/02/13 02:01, Brendan Coupe wrote:

 You can close accounts. Select the account in the ledger view and select
 Account, Close Account from the menu. You can always reopen an
 account if you need to make any changes.

 Not sure if this is what you are asking for but this works for me. I
 think I have more closed accounts than open accounts thanks to our
 credit card number being borrowed every year or two.

 *
 
 Brendan*


 The OP says 'I have closed bank accounts or now have older Expense
 concepts that are no longer needed in current entries.', so I don't think
 it's that to which he refers.  He also says 'I know they

 cannot be deleted due to reference integrity and thats great, we
 also need them on the reports and history.'

 He wants to be able to hide them from current/future use.  Perhaps because
 of a change of circumstances, they will no longer be used, so they are not
 now candidates for selection.

 Allan

  On Mon, Feb 4, 2013 at 4:35 PM, Sergio M sergio...@gmail.com
 mailto:sergio...@gmail.com wrote:

 Hello all,
 I have been using KMM for a couple years now, and i think its
 awesome. Works great for me.
 I even try to help Alvaro with the Spanish translation sometime.

 I was thinking of a suggestion for KMM:
 I would love to be able to set accounts, categories and so on as
 Inactive. A checkbox in every one would disable them. I know they
 cannot be deleted due to reference integrity and thats great, we
 also need them on the reports and history. But setting them as
 Inactive would remove them from dropdown lists and disable them to
 be used in future entries.
 I have closed bank accounts or now have older Expense concepts that
 are no longer needed in current entries.

 Thanks for your great work guys!

 Best regards,
 Sergio

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Re: [Kmymoney-devel] Feature request

[Allan]

On 05/02/13 11:14, Alvaro Soliverez wrote:

The best way to hide an account from normal use is to close it (provided
the balance is 0). However, there isn't a similar procedure for categories.

We should add a Disable category, with a behaviour similar to the one
of closed accounts.

Of course, if advanced mode is enabled, you'll still see them.

Regards,
Alvaro


And perhaps Payees too.

Allan



On Tue, Feb 5, 2013 at 7:54 AM, Allan agande...@gmail.com
mailto:agande...@gmail.com wrote:

On 05/02/13 02:01, Brendan Coupe wrote:

You can close accounts. Select the account in the ledger view
and select
Account, Close Account from the menu. You can always reopen an
account if you need to make any changes.

Not sure if this is what you are asking for but this works for me. I
think I have more closed accounts than open accounts thanks to our
credit card number being borrowed every year or two.

*

Brendan*


The OP says 'I have closed bank accounts or now have older Expense
concepts that are no longer needed in current entries.', so I don't
think it's that to which he refers.  He also says 'I know they

cannot be deleted due to reference integrity and thats great, we
also need them on the reports and history.'

He wants to be able to hide them from current/future use.  Perhaps
because of a change of circumstances, they will no longer be used,
so they are not now candidates for selection.

Allan

On Mon, Feb 4, 2013 at 4:35 PM, Sergio M sergio...@gmail.com
mailto:sergio...@gmail.com
mailto:sergio...@gmail.com mailto:sergio...@gmail.com wrote:

 Hello all,
 I have been using KMM for a couple years now, and i think its
 awesome. Works great for me.
 I even try to help Alvaro with the Spanish translation
sometime.

 I was thinking of a suggestion for KMM:
 I would love to be able to set accounts, categories and so
on as
 Inactive. A checkbox in every one would disable them. I
know they
 cannot be deleted due to reference integrity and thats
great, we
 also need them on the reports and history. But setting them as
 Inactive would remove them from dropdown lists and disable
them to
 be used in future entries.
 I have closed bank accounts or now have older Expense
concepts that
 are no longer needed in current entries.

 Thanks for your great work guys!

 Best regards,
 Sergio






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Re: [Kmymoney-devel] Feature request

[Sergio M]

  
  
B
  El 04/02/13 23:01, Brendan Coupe escribi:


  You can close accounts. Select the account in the
ledger view and select "Account", "Close Account" from the menu.
You can always reopen an account if you need to make any
changes.


Not sure if this is what you are asking for but
  this works for me. I think I have more closed accounts than
  open accounts thanks to our credit card number being
  "borrowed"everyyear or two.
  
  

  
  Brendan


  

Hi Brendan, thanks for your reply. I have the close option grayed in
my savings accounts ledgers. (KMM v 4.6.3 on openSUSE tumbleweed)
And what about income/expenses cathegories that are not longer used?

BR,
Sergio
  

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Re: [Kmymoney-devel] Feature request

[Alvaro Soliverez]

To be closed, accounts must have zero balance, and not be referenced in
schedules.

Being able to close categories is a missing feature.


On Tue, Feb 5, 2013 at 9:21 PM, Sergio M sergio...@gmail.com wrote:

  B
 El 04/02/13 23:01, Brendan Coupe escribió:

 You can close accounts. Select the account in the ledger view and select
 Account, Close Account from the menu. You can always reopen an account
 if you need to make any changes.

  Not sure if this is what you are asking for but this works for me. I
 think I have more closed accounts than open accounts thanks to our credit
 card number being borrowed every year or two.

 *
 
 Brendan*

  Hi Brendan, thanks for your reply. I have the close option grayed in my
 savings accounts ledgers. (KMM v 4.6.3 on openSUSE tumbleweed)
 And what about income/expenses cathegories that are not longer used?

 BR,
 Sergio

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Re: [Kmymoney-devel] Feature request

[Sergio M]

  
  
Thanks Alvaro, clear on closing now.
  
  I leave you guys the suggestion for closing/disabling cathegories.
  
  Keep up the good work and thanks for your efforts!
  -Sergio
  
  
  El 05/02/13 21:41, Alvaro Soliverez escribi:


  
To be closed, accounts must have zero balance, and not be
  referenced in schedules.
  

Being able to close categories is a missing feature.

  


  On Tue, Feb 5, 2013 at 9:21 PM, Sergio M sergio...@gmail.com
  wrote:
  

  B
El 04/02/13 23:01, Brendan Coupe escribi:
  
  

  You can close accounts. Select the
account in the ledger view and select "Account",
"Close Account" from the menu. You can always
reopen an account if you need to make any
changes.


Not sure if this is what you are asking for
  but this works for me. I think I have more
  closed accounts than open accounts thanks to
  our credit card number being
  "borrowed"everyyear or two.
  
  

  
  Brendan


  

  
  Hi Brendan, thanks for your reply. I have the close
  option grayed in my savings accounts ledgers. (KMM v
  4.6.3 on openSUSE tumbleweed)
  And what about income/expenses cathegories that are
  not longer used?
  
  BR,
  Sergio


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Re: [Kmymoney-devel] Feature request

[Brendan Coupe]

You can close accounts. Select the account in the ledger view and select
Account, Close Account from the menu. You can always reopen an account
if you need to make any changes.

Not sure if this is what you are asking for but this works for me. I think
I have more closed accounts than open accounts thanks to our credit card
number being borrowed every year or two.

*

Brendan*


On Mon, Feb 4, 2013 at 4:35 PM, Sergio M sergio...@gmail.com wrote:

  Hello all,
 I have been using KMM for a couple years now, and i think its awesome.
 Works great for me.
 I even try to help Alvaro with the Spanish translation sometime.

 I was thinking of a suggestion for KMM:
 I would love to be able to set accounts, categories and so on as
 Inactive. A checkbox in every one would disable them. I know they cannot
 be deleted due to reference integrity and thats great, we also need them on
 the reports and history. But setting them as Inactive would remove them
 from dropdown lists and disable them to be used in future entries.
 I have closed bank accounts or now have older Expense concepts that are no
 longer needed in current entries.

 Thanks for your great work guys!

 Best regards,
 Sergio

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Re: [Kmymoney-devel] Feature request

[Jack]

On 2013.02.04 21:01, Brendan Coupe wrote:
You can close accounts. Select the account in the ledger view and  
select
Account, Close Account from the menu. You can always reopen an  
account

if you need to make any changes.

Not sure if this is what you are asking for but this works for me. I  
think
I have more closed accounts than open accounts thanks to our credit  
card

number being borrowed every year or two.


Perhaps a bit off topic, but when I've had a credit card reissued with  
a new number, I've just changed the card number on the existing KMM  
account, and remapped it to the new number for on-line OFX access.  I  
think it makes it easier to follow the history.


Jack
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Re: [Kmymoney-devel] Feature request

[Brendan Coupe]

I like having them separate since they are on separate statements. My bank
transfers the balance from the old account to the new account so that OFX
transaction would have to be dealt with manually. I may test your way on a
backup file and see what happens since this just happened a few weeks ago.

*

Brendan*


On Mon, Feb 4, 2013 at 7:14 PM, Jack ostrof...@sbcglobal.net wrote:

 On 2013.02.04 21:01, Brendan Coupe wrote:

 You can close accounts. Select the account in the ledger view and select
 Account, Close Account from the menu. You can always reopen an account
 if you need to make any changes.

 Not sure if this is what you are asking for but this works for me. I think
 I have more closed accounts than open accounts thanks to our credit card
 number being borrowed every year or two.


 Perhaps a bit off topic, but when I've had a credit card reissued with a
 new number, I've just changed the card number on the existing KMM account,
 and remapped it to the new number for on-line OFX access.  I think it makes
 it easier to follow the history.

 Jack

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Re: [Kmymoney-devel] Feature request

[Allan]

On 29/01/13 13:14, Bruno Baumgärtner wrote:

Hi
I am using KMyMoney since a couple of years on my Kubuntu and am very
satisfied with it. However, I miss completely a function to make basic
changes to existing account(s).

In my case, I can not change the business year to the Britisch Tax year.
Of course, I can make a report scanning April 6  to April 5 and get the
correct result, but the table shows then three columns
April 6 to December 31, January 1 to April 5 and all the total of the 12
columns. But that is not all, there are automated division in the
programm showing Today, Yesterday, last week, last month, this Business
year, last Business year and they all are based on a calendar year.

There might also be need to make other changes to the basics of an account.

So, is there an easy solution to my immediate problem (which I
overlooked), or is my suggestion for this function something you
developpers might think useful too?

I have not found in the Handbook any hint to do this. However, nobody is
perfect, so I might have overseen it.

Best greetings
Bruno Baumgärtner
Scotland
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It should be possible to do that in Settings/Configure KMM/General and 
in the G;obal tab you should see Your fiscal year starts on...


Allan

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Re: [Kmymoney-devel] Feature request: accounts per fiscal period

[Allan]

On 02/01/13 22:09, Oliver Maurhart wrote:

#!/bin/hi *

I played around with KMyMoney yet for nearly 4 months now and I fully
congratulate you for this marvelous piece of software you created!

As now it is 2013, I still see the total on my account/category page
whereas I would like to chose some different views based on a fiscal
period like This Month This Year Last Month Last Year or even
editable.

I know, I can create reports that do that, but they are for printing and
I would like to see this on screen on a wink with a mouse. Is this
somehow possible?


Cheers,
Oliver


Developer time is very limited at the moment, so, to be sure your 
request does not get lost, would you raise it as a feature request on 
https://bugs.kde.org.


To be sure we understand your requirement, are you suggesting that, when 
the Accounts or Categories view is opened, instead of seeing for every 
line the cumulative amount for the whole period of your file. you can 
have a choice of a selectable single alternative period?


The nearest to this at the moment is to double click a single entry, 
which will open it in the ledger, where it is possible, via 
Settings/Configure KMyMoney/Ledger/Display, to show group headers and a 
current/previous fiscal year header.


Allan
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Re: [Kmymoney-devel] Feature request

[Allan]

On 01/01/13 21:31, Paul wrote:

I've been using KMyMoney since 2010. I really like it. However, there is one
feature missing that is missing -- Start New Year.

Quicken has this, and I believe other non-linux personal banking programs. Is
this a feature that others have asked for as well? Is it a feature than can be
added?

Thank you.



there is one feature missing that is missing??
Had a Happy Start New Year?

More seriously, whilst it does sort of ring a bell, I couldn't 
immediately see it on https://bugs.kde.org.


It wouldn't do any harm to raise a feature request there.  Perhaps you 
could indicate what you would like to it to do.


Allan



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Re: [Kmymoney-devel] Feature request

[Eric Bonney]

I am working on this already. I have a version that works on a phone but is
not yet optimized for a tablet. It works but the layouts are not perfect. I
was hoping to get a beta out already but I broke something earlier this
week and I am having a tough time finding it. Once this last feature is
working I will post the beta but as of now I can't promise a date.

Eric
On Sep 13, 2012 7:42 AM, Alessandro Carducci a.carducc...@gmail.com
wrote:

 Android client (tablet)  for Kmymoney Desktop Linux
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Re: [Kmymoney-devel] Feature request

[Allan]

On 05/09/12 01:51, Miguel Navarrete wrote:

Hi,

Thank for your work's, is great and beatiful for my crazy finances :)

Please, considerer a new feature: import a cvs file with the list of
prices of particular currency (include a mini editor, for that not?).
Some inversions (or very much, dependent of see point) no have a
cotizacions price on line, but it prices it publicated in web pages,
paper news u others medias. The posibility of make a personal list with
date, price and other data (in libreoffice for example) is very simple,
but manual introduction (one for one) a kmymoney is hard work. Please
consider this suggestion for a future feature of Kmymoney.

Thank's to all!


--
Saludos



Glad you find kmymoney useful.  It might not be relevant, but what 
version are you using, and which distro?


I'm trying to get a clear understanding of what you are suggesting.  Are 
you talking about a list of currency exchange rates, or a list of 
investment security prices?


Perhaps you could provide a sample file (CSV, not CVS?), with column 
headings.  Are you talking about something similar to the QIF prices 
list, but in CVS format?



date, price and other data...


What 'other data'?

Allan
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Re: [Kmymoney-devel] Feature request

[Thomas Baumgart]

Bonjour Frédéric,

The current implementation of the price quotes allows to retrieve a single
price for a single fund, so your approach to drop all price information into a
single file won't work.

I think - but I am not 100% sure - that our QIF importer can deal with a list
of prices. Check the internet about the format for prices or ask here on the
list for more information in case you don't find a suitable answer on the
format.

Cheers

Thomas

On Sunday 01 July 2012 15:25:27 Frédéric Gosselin wrote:

 Hello,

 I have difficulties importing quotes for mutual funds based on their
 ISIN code: it sems current URL sites do not work in case of French funds
 (e.g. FR299364.EUR or FR299364).

 I have an alternative solution, which is getting the info manually from
 a web site and then, saving it as an html. Unfortunaly, I am not an
 expert in regular expressions and I hav difficulties wrting the code for
 it. Here is the basic format:

 FR0007024393,73.09,21/06/12

 (first, ISIN code, then price then date). Different informations are
 separated by a blank. I join you a file.

 Is it possible for you to write the code to import it, so that I put it
 in KmyMoney settings?

 Sincerely,

 Frédéric Gosselin
--

Regards

Thomas Baumgart

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Re: [Kmymoney-devel] Feature request

[Allan]

On 02/07/12 07:24, Thomas Baumgart wrote:

Bonjour Frédéric,

The current implementation of the price quotes allows to retrieve a single
price for a single fund, so your approach to drop all price information into a
single file won't work.

I think - but I am not 100% sure - that our QIF importer can deal with a list
of prices. Check the internet about the format for prices or ask here on the
list for more information in case you don't find a suitable answer on the
format.

Cheers

Thomas


It is possible to import your file, but I'm afraid you'll need to do 
some editing to get it into qif format.


It will need to look like this:-

!Clear:AutoSwitch
!Type:Security
NyoursecuritynameA
SFR0007024393
TUnit/Inv. Trust
^
!Type:Security
NyoursecuritynameB
SFR299364
TUnit/Inv. Trust
^
!Type:Security
NyoursecuritynameC
SFR0010321802
TUnit/Inv. Trust
^
..etc
!Type:Prices
FR0007024393,73.09,21/06/12
^
!Type:Prices
FR0007024393,72.66,22/06/12
^
!Type:Prices
FR0007024393,70.8,25/06/12
^
!Type:Prices
FR0007024393,70.7,26/06/12
^
!Type:Prices
FR0007024393,71.95,27/06/12
^
!Type:Prices
FR299364,35.93,21/06/12
^
!Type:Prices
FR299364,35.77,22/06/12
^
!Type:Prices
FR299364,35.2,25/06/12
^
!Type:Prices
FR299364,35.07,26/06/12
^
!Type:Prices
FR299364,35.46,27/06/12
^
etc.

(The etc. isn't needed BG but doesn't get imported.)

You'll get a message that The statements have been processed with the 
following results:, ie., no transactions, but the prices do import.


Allan



On Sunday 01 July 2012 15:25:27 Frédéric Gosselin wrote:


Hello,

I have difficulties importing quotes for mutual funds based on their
ISIN code: it sems current URL sites do not work in case of French funds
(e.g. FR299364.EUR or FR299364).

I have an alternative solution, which is getting the info manually from
a web site and then, saving it as an html. Unfortunaly, I am not an
expert in regular expressions and I hav difficulties wrting the code for
it. Here is the basic format:

FR0007024393,73.09,21/06/12

(first, ISIN code, then price then date). Different informations are
separated by a blank. I join you a file.

Is it possible for you to write the code to import it, so that I put it
in KmyMoney settings?

Sincerely,

Frédéric Gosselin


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Re: [Kmymoney-devel] Feature request : Unique transaction ID

[Thomas Baumgart]

Hi,

on Thursday 09 February 2012 07:45:16 David wrote:

  There is a unique transaction id stored as 'T0001', but with a
  longer
  string. I do not think that it is exposed to the user, though. It is
  auto- incremented with each transaction.
 
 It could be interesting to display this number somewhere (enable with an
 option ?). Example, if the transaction number is : T5421, you can
 display only the useful value 5421 - not editable as a transaction column ?

This is strictly internal and should not be used by the user. It is subject to 
change at any time. The logic today already supports different formats in 
parallel. *Warning: Don't use it for your purpose*

-- 

Regards

Thomas Baumgart

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Re: [Kmymoney-devel] Feature request : Unique transaction ID

[David]

Hello Cristian and thank for your message,

I would like an unique id for each transaction, whatever the account is.
The number field is linked to an account. But I can prefix the number with
a string, this is a good idea, even if I get several time the same number,
the prefix will be different.

btw, I subscribed to the mailing list yesterday.
David

On Wed, Feb 8, 2012 at 9:57 AM, Cristian Oneț onet.crist...@gmail.comwrote:

 2012/2/8 David moxful...@gmail.com:
  Currently, there is a transaction ID for each account, but it starts
 from 0
  for each account, so I have several time the same id.
  The workaround I think about is : Write on my paper the date+category
 and I
  can find it, but it is not as convenient as an autoincremented ID.
 
  Any idea ? Thanks a lot for your job
 Maybe it is not explicit in the user manual but AFAIK you can prefix
 the number field (if that's what you are referring to as transaction
 ID/account) with something unique for each account.

 So for example if you enter 'Checking.' as the first number from
 then on the following numbers will be generated:
 Checking.0001
 Checking.0002
 Checking.0003
 .

 I think that this would solve your problem.

 Regards,
 Cristian

 P.S: keep the replies on the mailing list, I'm cc'ing you because I
 don't know if you are subscribed

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Re: [Kmymoney-devel] Feature request : Unique transaction ID

[Fernando Vilas]

On Wednesday, February 08, 2012 10:57:19 Cristian Oneț wrote:
 2012/2/8 David moxful...@gmail.com:
  Currently, there is a transaction ID for each account, but it starts from
  0
  for each account, so I have several time the same id.
  The workaround I think about is : Write on my paper the date+category and
  I
  can find it, but it is not as convenient as an autoincremented ID.
 
  Any idea ? Thanks a lot for your job

 Maybe it is not explicit in the user manual but AFAIK you can prefix
 the number field (if that's what you are referring to as transaction
 ID/account) with something unique for each account.

 So for example if you enter 'Checking.' as the first number from
 then on the following numbers will be generated:
 Checking.0001
 Checking.0002
 Checking.0003
 .

 I think that this would solve your problem.


There is a unique transaction id stored as 'T0001', but with a longer
string. I do not think that it is exposed to the user, though. It is auto-
incremented with each transaction.

--
Thanks,
Fernando Vilas
fvi...@iname.com


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Re: [Kmymoney-devel] Feature request : Unique transaction ID

[David]

 There is a unique transaction id stored as 'T0001', but with a
 longer
 string. I do not think that it is exposed to the user, though. It is auto-
 incremented with each transaction.


It could be interesting to display this number somewhere (enable with an
option ?). Example, if the transaction number is : T5421, you can
display only the useful value 5421 - not editable as a transaction column ?
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Re: [Kmymoney-devel] Feature Request

[Thomas Baumgart]

Hi,

on Wednesday 18 January 2012 23:07:19 Ian Neal wrote:

 I definitely make use of the backup facility (setting the number of
 backups to 0), though it would be good to be able to specify an
 alternative location for it to store the backup files.

Thanks for the feedback so far. Looking at the above comment, I want to 
stress, that there might be a bit of confusion what we are talking about here.

There is for one the automatic backup procedure to keep the last n versions of 
the file in the same directory as in

thb.kmy
thb.kmy.1~
thb.kmy.2~
...

where the number of those files can be controlled via the settings dialog. 
That is *not* what I am talking about. I am happy to have that feature.


The other feature - and that is what I want to get rid of - is what you can 
access via 'File/Backup...'. It opens a dialog and allows to mount an external 
device such as a floppy (or nowadays USB stick) and to physically copy the 
current file to that device.

I think the mounting operation is what causes the trouble on MS Windows.


p.s. I intended to ask on the user list in a second round as well. Maybe even 
on the forum but wanted to get the developers opinion first.


-- 

Regards

Thomas Baumgart

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Re: [Kmymoney-devel] Feature Request

[Jack]

On 2012.01.19 08:33, Thomas Baumgart wrote:

Hi,

on Wednesday 18 January 2012 23:07:19 Ian Neal wrote:

 I definitely make use of the backup facility (setting the number of
 backups to 0), though it would be good to be able to specify an
 alternative location for it to store the backup files.

Thanks for the feedback so far. Looking at the above comment, I want  
to
stress, that there might be a bit of confusion what we are talking  
about here.


There is for one the automatic backup procedure to keep the last n  
versions of

the file in the same directory as in

thb.kmy
thb.kmy.1~
thb.kmy.2~
...

where the number of those files can be controlled via the settings  
dialog.
That is *not* what I am talking about. I am happy to have that  
feature.



The other feature - and that is what I want to get rid of - is what  
you can
access via 'File/Backup...'. It opens a dialog and allows to mount an  
external
device such as a floppy (or nowadays USB stick) and to physically  
copy the

current file to that device.
This is what I use, but I don't mount anything, I just save to another  
directory.


I think the mounting operation is what causes the trouble on MS  
Windows.
If this is a real problem (see the other response from Cristian) would  
it be reasonable to require the device to be mounted first, and not  
part of the backup dialog itself?




p.s. I intended to ask on the user list in a second round as well.  
Maybe even

on the forum but wanted to get the developers opinion first.

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Re: [Kmymoney-devel] Feature Request

[Allan]

snip


Hi,

I haven't managed to reproduce the user's findings yet so I would not
remove this feature just because of that (I'm speaking here as a user
of the feature - which I think performs the same task that Allan does
manually but in an easier way).

Regards,
Cristian


Apart from doing my usual 'Save As', I also very often do a second to a 
NAS.  Plus, I prefer the date in the file name, rather than relying on 
the sometimes not visible creation date.


I've never used the File/Backup method.

Allan





p.s. I intended to ask on the user list in a second round as well. Maybe even
on the forum but wanted to get the developers opinion first.


--

Regards

Thomas Baumgart

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Re: [Kmymoney-devel] Feature Request

[Doug Lytle]

Thomas Baumgart wrote:

Comments and thoughts are very welcome.



Between using Unison and BackupPC, I wouldn't miss it.

Doug


--

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Re: [Kmymoney-devel] Feature Request

[Allan]

On 18/01/12 13:30, Thomas Baumgart wrote:

Hi everyone,

I want to start a new feature request, but before I officially open an entry
on our beloved bug-tracker / wish-list collector 'b.k.o' I want to get some
initial feedback, since it is a new quality of feature request:

   I want to take something out of KMyMoney!

Driven by https://bugs.kde.org/show_bug.cgi?id=291850 and the fact that I
never used this feature should we still provide a backup capability inside the
application? I can imagine that we have users that use and like the current
feature, but ...

Comments and thoughts are very welcome.


This hasn't shown up as yet on the user list, which might perhaps 
produce more feed-back.


I tried it a long time ago but didn't persevere for some forgotten 
reason.  I make a point of saving to a new file after every use, using 
the date in the file name.  Also, if a significant amount has been 
input, I tend to do an intermediate save.


I suppose though it could be a life-saver for a newbie.  I don't know 
whether the timed autosave can kick-in during a multi-hour initial 
import, which can be error-prone, assuming it was initially configured 
as in operation.


Allan
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Re: [Kmymoney-devel] Feature Request

[Marko Käning]

Hi Thomas,

I am using Mercurial for keeping track of KMyMoney's data file. So, I have no 
need for any kind of built-in backup feature.
(I could imagine that there are more folks out there who might make use of CVS, 
SVN, or git to achieve the same.)

Greets,
Marko
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Re: [Kmymoney-devel] Feature request

[Thomas Baumgart]

Hi,

on Tuesday 27 December 2011 02:58:35 Bruce Reimel wrote:

 Hello,
 
 This feature may already exist but I can't seem to find it. What I would
 really like to see is the ability to create a report that would give me my
 spending by category in summary form without
 all the detail. For example,  as I look ahead to budgeting for 2012 I want
 a report that will give
 me a total of my spending, for dining out, gas for my auto, how much did I
 spend on heating oil  for my home, etc. I know this information is
 available now but would like this in a one or two page report instead of a
 6 - 10 page report. All I need to know is how much did I spend on groceries
 without having all the detail of each grocery transaction for the whole
 year. Just one total for that category, that's all I need.

Please take a look at the 'Income/Expense' reports. They should contain what 
you are looking for.

Hope that helps.

-- 

Regards

Thomas Baumgart

GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
-
I don't think any of us need any help in this regard, getting
rid of money is probably the single most userfriendly interface
since breast-feeding... unfortunately. -- A.J. Venter
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Re: [Kmymoney-devel] Feature request: improved / additional currency conversion

[Software]

Thanks, Thomas. After thinking a bit more and reading kmymoneycalculator.cpp I 
agree that the calculator widget is more appropriate than a plugin. So, I will 
give it a try; but need your help already to compile kmymoney.

I cloned the subversion repo of kmymoney. As this is the first KDE app that I 
try to compile, I needed to download a bunch of libs 
(desktop:~/Temp/kmymoney/build$ sudo apt-get build-dep kmymoney). Unluckily, 
cmake (desktop:~/Temp/kmymoney/build$ cmake .. -DCMAKE_INSTALL_PREFIX=/usr/) 
still reports errors: Could NOT find GMP (missing: GMP_INCLUDE_DIR 
GMP_LIBRARIES) 

Any idea how to resolve?

Best

Al_


Hi,

on Tuesday 18 October 2011 19:59:28 softw...@quantentunnel.de wrote:

 ...
 One feature in MS Money was handy that I miss in KMyMoney: entering amounts
 in a foreign currency. Typical example are credit card purchases during
 vacation: the customer copy lists, e.g., USD but the credit card company
 will be me in Euro. In MS Money I could enter the amount in USD, then
 press F8 which pops up a dialog where I can choose the destination
 currency (Euro). This dialog looks otherwise similar to the currency
 conversion dialog that KMyMoney presents when transferring money between
 accounts with different currencies. And yes, I realize that this will only
 give approximate amounts as the credit card company most often applies a
 slightly different exchange rate. Nevertheless, it becomes obvious during
 reconciliation whether the amount can be correct or is fraudulent.
 
 Instead of F8, I suggest to include a button Convert to ... in the pop-up
 calculator, in addition to basic math (+ - / * %).
 ... 
 PS: I am an amateur C++ / Qt4 programmer. Do you believe I could contribute
 to a Convert to ... plugin?

Certainly, you can give it a try. We can direct you to the right spot. I am 
not sure, if a plugin would be the right solution, but I haven't thought about 
it either.

The calculator is organized as an object and can easily be modified. It is 
automatically available for all amount widgets throughout the application.

p.s. Please send furhter mails to kmymoney-devel@kde.org as this is the new 
developer list.

-- 

Regards

Thomas Baumgart
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Re: [Kmymoney-devel] Feature request: KMM should be able to alert user if there is a saldo difference

[Thomas Baumgart]

Hi,

on Thursday 13 October 2011 12:41:59 Marko Käning wrote:

 Hi devs,
 
 it would be great if KMM would have a possibility to check for differences
 in online balance and current balance of the accounts under control.
 
 I once again ran into a situation that a single transaction assigned
 erroneously to a wrong account stayed unnoticed actually for more than 2
 months although I regularly downloaded transactions...
 
 If there was a little button somewhere which would start such a checking
 procedure that would be really great! (I guess this kind of check could
 also be done automatically after every online update, although I figure
 that this might not be the best path to follow.)
 
 Greets,
 Marko
 
 P.S.: Should I file this to b.k.o. as a feature request?

Such an automatism would certainly generate false positives every now and 
then. I check this regularly using the mechanisms already present. See 
attached screenshot which is taken from the ledger view where you see the 
online balance which is updated during every download of transactions. You can 
easily check it against the current balance.

Feel free to open a b.k.o. request if that is not enough for you.

-- 

Regards

Thomas Baumgart

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Re: [Kmymoney-devel] Feature request: KMM should be able to alert user if there is a saldo difference

[Marko Käning]

Hi Thomas!

On Oct 13, 2011, at 1:27 PM, Thomas Baumgart wrote:

 Such an automatism would certainly generate false positives every now and 
 then.
Yep, that's why I thought about a button to start this action on request.

 I check this regularly using the mechanisms already present. See 
 attached screenshot which is taken from the ledger view where you see the 
 online balance which is updated during every download of transactions. You 
 can 
 easily check it against the current balance.
Yep, I know this feature myself, because I use it also! :-)
Unfortunately sometimes - as described already - a single digit might slip my 
attention, which is why I wondered whether such a feature would be nice...

 Feel free to open a b.k.o. request if that is not enough for you.
Since I seem to be the only one who needs extra attention when checking the 
various accounts, I figure it's of no use to post it.
I'll just have to go on doing what you outlined in the image attached by you 
previously.

Anyway, thanks for the response.

Greets,
Marko
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