Bug 185570 - changing account type not possible
Summary: changing account type not possible
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: general (show other bugs)
Version: git (master)
Platform: Ubuntu Linux
: NOR wishlist
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2009-02-25 20:58 UTC by stst
Modified: 2022-12-30 20:16 UTC (History)
3 users (show)

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Description stst 2009-02-25 20:58:00 UTC
Version:           0.9 (using KDE 4.2.0)
OS:                Linux
Installed from:    Ubuntu Packages

Hi Kmymoney developers,

I imported my structure from gnucash and now I found that some account types are not set correctly. (e.g. Cash instead of Bank account) 
Unfortunately it is not possible to change the account type, so, if it is not too much effort to implement, I would like this feature.

thanks, Stefan :)
Comment 1 Da 2009-08-03 05:22:00 UTC
I encountered the same problem on Ubuntu 9.04, using Version 0.9.2. I can create new accounts and changed their account types, but not the old imported ones from Gnucash.
Comment 2 Tony B 2009-08-03 10:39:54 UTC
There has been a long outstanding feature request for this here:

https://sourceforge.net/tracker/index.php?func=detail&aid=1359963&group_id=4708&atid=354708

It shouldn't matter whether the account was imported from GnuCash or not; the fact that it was imported is not saved with the account.
Comment 3 Cristian Oneț 2014-08-20 20:30:58 UTC
Moving this wish to kmymoney4.
Comment 4 Jack 2021-11-02 19:21:22 UTC
I don't know if this was intentionally addressed, but it changing account type IS currently permitted, but only within the same basic type of account.  Savings, checking, and cash for example.  Credit card accounts cannot be changed, and I don't know if this limitation is reasonable or not.  However, I think the more appropriate approach would be to confirm account types with the user at the time of import.
Comment 5 Dawid Wróbel 2021-11-03 09:23:30 UTC
The types that one can change account from/to are definitely too limited, and I discussed this previously, possibly even created another (duplicate) issue about it, but can't find it now.
Comment 6 Jack 2022-02-27 18:28:51 UTC
Is this still a problem?  If Dawid's comment is still relevant, then I'll change the subject to be more appropriate.  However, I would ask what pairs of account types currently do not allow changing between, but should.
Comment 7 Thomas Baumgart 2022-02-28 07:01:43 UTC
It is probably easier to explain what can be changed. You can change freely between 'Cash', 'Savings' and 'Checkings'. All others are fixed. We can certainly add more powers here but this might cause other trouble down the line.

The code is located (currently) at https://invent.kde.org/office/kmymoney/-/blob/master/kmymoney/dialogs/knewaccountdlg.cpp#L273
Comment 8 Jack 2022-12-20 01:26:58 UTC
So should this be closed as WONTFIX?
This has been discussed on the mailing list more than once, and the workaround is to create a new account of the correct type, and then move all the transactions.  Not a trivial task, but it works.
Comment 9 Dawid Wróbel 2022-12-20 10:41:50 UTC
I'd say it's a valid issue and should eventually get fixed. The logic deciding whether or not an account type can be changed and to which type should be moved to the Account Type model and defined for each type individually. Right now there's a dedicated piece of code that handles that, which doesn't consider all transitions.
Comment 10 Jack 2022-12-30 20:16:45 UTC
I'm changing back to REPORTED (it is already a wishlist) and it can be closed if someone finds another bug for the same requqest.