Bug 421872 - Request for enhancement (RFE) for ledger data entry and update of category when payee name changes.
Summary: Request for enhancement (RFE) for ledger data entry and update of category wh...
Status: RESOLVED NOT A BUG
Alias: None
Product: kmymoney
Classification: Applications
Component: general (show other bugs)
Version: 5.0.8
Platform: Other Linux
: NOR wishlist
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2020-05-21 17:21 UTC by Mark
Modified: 2020-05-22 14:45 UTC (History)
2 users (show)

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Description Mark 2020-05-21 17:21:03 UTC
SUMMARY


STEPS TO REPRODUCE
1. Open ledge for bank account.
2. Edit an entry and replace the Payee name with a saved Payee name.
3. Tab to the blank category field.
4. Type in the proper category information
5. Save the update.

OBSERVED RESULT

When I get to the blank category field, it has me type in the category for the transaction.


EXPECTED RESULT

What I'd like KMyMoney to do is to populate the blank category with the last category that same payee was associated with.  Perhaps a dropdown list might show if there is more than one category associated with the saved Payee name.

Perhaps a system configuration checkbox that might allow the user to configure whether or not the category changes (when not blank) to a new category related to the new Payee name entered.   You might default to keep the existing category and allow the user to change the setting to allow for automatic update.

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

ADDITIONAL INFORMATION
Comment 1 Mark 2020-05-21 17:25:25 UTC
Please cancel this wishlist request.  It seems that Payee allows us to set a default category.  This should do what I request, though it would be nice if this was automatic.
Comment 2 Jack 2020-05-21 19:39:54 UTC
You should be able to close your own bugs by changing the status, but I'll take care of this later today, unless you want to change it to a wishlist.  In that case, please suggest exactly how you would like it to behave.