Created attachment 135655 [details] Screenshot of reconciliation wizard with incorrect word "Payee" SUMMARY The reconciliation wizard uses the word "Payee" when referring to the accrued interest and to the bank charges. It is only correct for the charges (for accrued interest, it would be "Payer") STEPS TO REPRODUCE 1. start a reconciliation 2. enter date and balance, continue OBSERVED RESULT Word "Payee" is used for the payee *or* payer. EXPECTED RESULT E.g., "Payer/Payee" (maybe a native English speaker knows a single term for both) SOFTWARE/OS VERSIONS Linux/KDE Plasma: Ubunto 20.04.2 LTS (available in About System) KDE Plasma Version: KDE Frameworks Version: KDE Frameworks 5.68.0 Qt Version: Qt 5.12.8 ADDITIONAL INFORMATION The translation in German is also incorrect, which I assume is a consequence of the incorrect English term
While it is true that money goes to a Payee and comes from a Payer, in KMM, a single field holds either one, with the distinction determined by which way the money is being moved. That field is always called Payee. I agree it is perhaps an unfortunate terminology, but once you have used KMyMoney for a while, it should be fairly obvious what is meant. In the case of the reconciliation wizard, it is assumed that any interest and fees come from/go to the same entity, so while it would be linguistically correct to distinguish them, the user only needs to provide it once. I suppose it would be possible to use "Payee/Payer" as the label, but I wonder if the current way really does confuse anybody. Would it be worth the extra space required? While some devices move towards larger screens, some move smaller, so saving space is always a concern. As to your suggestion, I am a native English speaker, and cannot think of a single term for both. You might say "financial partner" but that seems very awkward sounding. I am happy to accept that KMyMoney simply uses the single term Payee to refer to a person or organization money is transferred to or from.
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(In reply to Jack from comment #1) > As to your suggestion, I am a native English speaker, and cannot think of a > single term for both. You might say "financial partner" but that seems very > awkward sounding. How about just "Party"?
Party can certainly be used that way, but I would consider it awkward used alone (think "paying party" or "receiving party"). If I saw just "Party" as the label on a data field, without already knowing what it was supposed to mean, it would not be obvious to me. I have also considered "Partner" but rejected it for similar reasons, including that for a transfer with a bank, the bank could be considered the partner, but would be indicated by the Account in the Category field, not as Payee or Payor. To go back to one of my earlier thought, would using "Payee/Payor" as the label actually be reasonable? I was concerned about trying to minimize space, but if using both would address the original concern, it might be the easiest solution.
I think 'Payee/Payer' makes sense. I suppose that most payees/payers would not be shorter than that, so I don't think space should be much concern. Besides, in cases like this, I argue that a more intuitive UI should always win over the space-optimization.
(correction, meant 'Payor', not 'Payer')