Bug 423994 - Accounts from a template are not being created
Summary: Accounts from a template are not being created
Status: RESOLVED NOT A BUG
Alias: None
Product: kmymoney
Classification: Applications
Component: general (show other bugs)
Version: git (master)
Platform: Microsoft Windows Microsoft Windows
: NOR normal
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2020-07-08 12:36 UTC by Ivan
Modified: 2020-07-08 14:43 UTC (History)
0 users

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Description Ivan 2020-07-08 12:36:23 UTC
SUMMARY

I'm trying to create a default set of accounts, but I don't see any when I created a new file.

STEPS TO REPRODUCE
1. Start "New file" wizard
2. Select currency "USD"
3. Select "Base - detail"
4. Open "Accounts" tab
5. There are no accounts from the template.

OBSERVED RESULT


EXPECTED RESULT

Accounts from the template are added.

SOFTWARE/OS VERSIONS
Windows: 10

(available in About System)
KDE Plasma Version: The windows windowing system
KDE Frameworks Version: 5.71.0
Qt Version: 5.15.0

ADDITIONAL INFORMATION
Comment 1 Jack 2020-07-08 13:55:42 UTC
Templates don't create accounts, they create categories.  The terminology can easily be confusing, because internally, categories are a special type of account.  I don't believe there are any cases where initial setup creates any accounts for you, other than the setup wizard asking if you want to set up an initial checking account.
Comment 2 Ivan 2020-07-08 14:00:40 UTC
(In reply to Jack from comment #1)
> Templates don't create accounts, they create categories.  The terminology
> can easily be confusing, because internally, categories are a special type
> of account.  I don't believe there are any cases where initial setup creates
> any accounts for you, other than the setup wizard asking if you want to set
> up an initial checking account.

Yes, thank you for the answer. The terminology is confusing. I just thought that this is something similar to GnuCash. I think, we can close the bug now :)
Comment 3 Jack 2020-07-08 14:26:05 UTC
If you can provide any specific suggestions for improving the documentation, I'll be happy to work with it.
Comment 4 Thomas Baumgart 2020-07-08 14:43:23 UTC
In fact, the template "Base - detail" in en_US only contains categories. Using e.g. "Full chart" in en_GB will also create asset accounts. What is created depends on the contents of the template. You can also select multiple templates at once. So much for clarification.