Bug 386186 - Edit account for a loan account only allows editing of loan/schedule not other account settings
Summary: Edit account for a loan account only allows editing of loan/schedule not othe...
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: general (other bugs)
Version First Reported In: 5.1.2
Platform: Gentoo Packages Linux
: NOR normal
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
: 448933 451646 (view as bug list)
Depends on:
Blocks:
 
Reported: 2017-10-25 17:17 UTC by Jack
Modified: 2025-10-30 21:29 UTC (History)
4 users (show)

See Also:
Latest Commit:
Version Fixed/Implemented In:
Sentry Crash Report:


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Description Jack 2017-10-25 17:17:12 UTC
I have a loan account, set up with a scheduled transaction for the monthly payments.  I just mapped the account to an online account (Chase) which went fine, using the built-in libofx.  However, if I select the menu Account/Edit, I get the edit load account wizard, and no ability to edit the online account details, such as ofx header version and date for oldest requested transaction.

This is with 4.8.1 from git, but I assume the same holds true for git master.
Comment 1 Ralf Habacker 2017-10-26 18:33:02 UTC
I did that recently with a loan account mapped to a kbanking online account (paypal). On select the related account with right click I see an entry "update account" or similar which let me update this account from paypal. Is this menu entry not visible after mapping to an ofx account ?
Comment 2 Thomas Baumgart 2017-10-28 18:26:28 UTC
Jack cannot change the settings of the mapping as you can do for normal accounts in the "Account Edit/Online Settings" tab. Since loan accounts use a different editor/wizard at this stage, the tab is not accessible. It has nothing to do with the actual update process.

That is a design problem which we need to fix but probably do not do it for 4.8 anymore.
Comment 3 Jack 2022-02-21 21:47:32 UTC
I'm updating the version, as it is still a problem.  Note that it is not just the online settings which cannot be changed, or at least not easily.  For example (see bug closed as duplicate of this one) just to change the name of a liability account created when creating a loan, you have to go through the entire wizard, even though no other loan settings are being changed.  In addition, I do not believe it is possible to change the name of a scheduled transaction created as part of setting up a loan.
Comment 4 Jack 2022-02-21 21:48:33 UTC
*** Bug 448933 has been marked as a duplicate of this bug. ***
Comment 5 Jack 2023-11-18 23:01:50 UTC
It is also not currently possible to change the hierarchy position of a loan account.
Comment 6 Jack 2023-11-18 23:06:56 UTC
*** Bug 451646 has been marked as a duplicate of this bug. ***
Comment 7 surcouf 2025-08-06 08:55:26 UTC
(In reply to Jack from comment #3)
> I'm updating the version, as it is still a problem.  
> In addition, I do not believe it is possible to change the name of
> a scheduled transaction created as part of setting up a loan.

I confirm this (in version 5.2.1). I also add that it is not possible to change the immediate "next due date" of the scheduled transaction.
example: 
     today is August 6th 2025 and the scheduled transaction related to a loan has next due date = Sept 1st 2025.
     i want to set next due date = Aug 30th 2025 (and also generally all future schedules for this loan on 30th of each months except Feb.
     -> none of the four paths modifying a loan account (modify the interest rate, modify additional fees, modify other loan information, modify loan attributes) allow this change.
Comment 8 Thomas Baumgart 2025-08-06 09:44:30 UTC
5.2.1 has a (maybe hidden) feature to do that:

- select the schedule you want to change
- open the context menu with the right mouse button
- hold down the shift key while you select Edit
Comment 9 surcouf 2025-08-06 09:58:37 UTC
(In reply to Thomas Baumgart from comment #8)
> 5.2.1 has a (maybe hidden) feature to do that:
> 
> - select the schedule you want to change
> - open the context menu with the right mouse button
> - hold down the shift key while you select Edit

i click on the scheduled transaction > mouse right-click > press and keep pressing Shift key > move the mouse to "Edit scheduled transaction" context menu item > nothing happens > stop pressing Shift key

if i left-click after having moved the mouse to  "Edit scheduled transaction", the load editing wizard starts. But this is not what you mean, do you?
Comment 10 Thomas Baumgart 2025-08-06 13:54:52 UTC
Did you really only move the mouse over Edit or did you also click on it while holding down the Shift key?
Comment 11 surcouf 2025-08-06 14:57:42 UTC
(In reply to Thomas Baumgart from comment #10)
> Did you really only move the mouse over Edit or did you also click on it
> while holding down the Shift key?

I did both.
When i only move the mouse over Edit while pressing Shift, the mouse stays over "edit", almost nothing happens. Almost, because the underlined letter switches from the very first E to the very first I in "Edit scheduled transaction". The underlined letter is the one which may be used in relation with shortcuts activated by the Alt key. But i guess this small change has nothing to do with our topic, has it?

Would my configuration (OS, version of Qt etc...) be relevant in this matter?
I am working with the AppImage kmymoney-5.2-4600-linux-gcc-x86_64.AppImage downloaded yesterday 18:14, running on Debian bookworm (X11).
Comment 12 Jack 2025-08-14 22:57:29 UTC
If you simply hold the mouse somewhere, you might see something change or pop-up to indicate what would happen if you click, but that thing does not happen until you do click.  In this case, you need to click while still holding down the Shift key.  Please confirm what happens when you do click Edit while holding down Shift.
Also, this is getting away from the original issue of this bug, so if we can't solve it soon, I'd rather see it as a separate bug.
Comment 13 Bug Janitor Service 2025-08-29 03:47:45 UTC
๐Ÿ›๐Ÿงน โš ๏ธ This bug has been in NEEDSINFO status with no change for at least 15 days. Please provide the requested information, then set the bug status to REPORTED. If there is no change for at least 30 days, it will be automatically closed as RESOLVED WORKSFORME.

For more information about our bug triaging procedures, please read https://community.kde.org/Guidelines_and_HOWTOs/Bug_triaging.

Thank you for helping us make KDE software even better for everyone!
Comment 14 Jack 2025-08-29 14:35:34 UTC
Adjusting state.
Comment 15 surcouf 2025-09-02 12:37:54 UTC
(In reply to Jack from comment #12)
> If you simply hold the mouse somewhere, you might see something change or
> pop-up to indicate what would happen if you click, but that thing does not
> happen until you do click.  In this case, you need to click while still
> holding down the Shift key.  Please confirm what happens when you do click
> Edit while holding down Shift.
as said in comment #11, nothing happens when i do this...
> Also, this is getting away from the original issue of this bug, so if we
> can't solve it soon, I'd rather see it as a separate bug.

ok, i have created a new bug: https://bugs.kde.org/show_bug.cgi?id=509029
Comment 16 Jack 2025-10-30 21:29:14 UTC
There is a new topic in Discuss (https://discuss.kde.org/t/change-loan-account-opening-date/41180/1) with a need to adjust the opening date of the account.  Might it be possible/reasonable to split the current "Edit account" in the Accounts context menu into two - one to invoke the loan wizard, and a separate one to invoke the regular Account editor?