Bug 441754

Summary: Editing Multiple Accounts, Payees, Transactions, Categories, Tags simultaneously
Product: [Applications] kmymoney Reporter: Hamdsa <hamdsa>
Component: generalAssignee: KMyMoney Devel Mailing List <kmymoney-devel>
Status: REPORTED ---    
Severity: wishlist CC: minterior
Priority: NOR    
Version: 5.1.2   
Target Milestone: ---   
Platform: Microsoft Windows   
OS: Microsoft Windows   
Latest Commit: Version Fixed In:
Sentry Crash Report:

Description Hamdsa 2021-08-30 11:53:10 UTC 
SUMMARY
It would greatly increase the user experience and make working with data easier if there was an option to work on multiple data sets for the common elements for those data sets (editing multiple accounts (to change hierarchy etc.), editing multiple transactions (to change tags/payee/account assignment etc.), editing multiple tags, editing multiple payees simultaneously etc.). The same functionality is already available on other commercial software offerings. This would bring KMyMoney up to par.


STEPS TO REPRODUCE
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OBSERVED RESULT


EXPECTED RESULT


SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION
Comment 1 Jack 2021-08-30 13:48:19 UTC 
Are you aware that you can edit multiple transactions at once?  This has been available for a long time.  The request is still valid for other entities.
Comment 2 Hamdsa 2021-08-30 15:54:58 UTC 
(In reply to Jack from comment #1)
> Are you aware that you can edit multiple transactions at once?  This has
> been available for a long time.  The request is still valid for other
> entities.

I thought I read the same elsewhere. However when I try to edit multiple transactions to assign tags to them, it doesn't work. I'm able to select multiple transaction and click on edit, but it doesn't do anything. Maybe editing multiple transaction is limited to what's currently available in the context menu (i.e. move transactions to other accounts, mark them cleared etc.) only.
Comment 3 Thomas Baumgart 2021-08-30 18:21:35 UTC 
You must be using the unstable master version. Since you're on windows, you may not have seen what is printed to a console:

  Editing multiple transactions at once is not yet supported

Jack refers to the stable 5.1.2 version where that is working. Could be, that the tag assignment to multiple transactions is not available. I've never tried that.
Comment 4 Hamdsa 2021-08-31 11:03:15 UTC 
(In reply to Thomas Baumgart from comment #3)
> You must be using the unstable master version. Since you're on windows, you
> may not have seen what is printed to a console:
> 
>   Editing multiple transactions at once is not yet supported
> 
> Jack refers to the stable 5.1.2 version where that is working. Could be,
> that the tag assignment to multiple transactions is not available. I've
> never tried that.

After experiencing multiple problems with the master build, I reverted back to version 5.1.2, as suggested during these threads, which has helped a lot.
For editing the multiple transactions, I can change the transaction status for multiple transactions (possibly re-assign the transactions to a different accounts, but didn't try that), but am unable to do tag assignment/re-assignments for multiple transactions.
Comment 5 Jaume 2023-04-21 09:16:56 UTC 
I confirm that editing tags at once to multiple selected transactions is not working as expected. I think that it would be useful adding a new entry in the context menu when multiple transactions are selected to add/edit tags in bulk.

My use case for this would be to add/remove one or more tags to all selected transactions. What do you think?
Comment 6 Jaume 2023-04-21 09:19:00 UTC 
Sorry, I forgot to mention I'm on version 5.1.2, Qt 5.15.3 and KDE frameworks 5.98.0.