SUMMARY Hello. I created an account for my daughter. Several weeks later I found out that I made an error in the account type : it says "Active" instead of "Savings account". When I try to change its type in the account edition window, the Type combo box is inactive. That's not the case with other accounts. STEPS TO REPRODUCE 1. Create an "active" type account 2. Try to change its type in the account edition window OBSERVED RESULT The type change possibility isn't proposed. EXPECTED RESULT The type change should be possible. SOFTWARE/OS VERSIONS Operating System: Debian GNU/Linux KDE Plasma Version: 5.24.4 KDE Frameworks Version: 5.90.0 Qt Version: 5.15.2 Kernel Version: 5.17.0-1-amd64 (64-bit) Graphics Platform: X11 Processors: 4 × Intel® Core™ i7-7567U CPU @ 3.50GHz Memory: 31.3 Gio of RAM Graphics Processor: Mesa Intel® Iris® Plus Graphics 650 ADDITIONAL INFORMATION N/A
I've never heard of an "Active" account type. That is not one of the types available in the dropdown when I create a new account. Can you attach a screenshot of the dropdown for account type and/or the account hierarchy as shown in the Accounts View? Changing account types is limited to appropriate pairs of types, so I'm not surprised you can't change from an unknown type, since KMM doesn't know what other types are similar.
(In reply to Jack from comment #1) > I've never heard of an "Active" account type. That is not one of the types > available in the dropdown when I create a new account. Indeed. I should have started the application in english. The locale I use is misleading. The right term is "Asset" :) > Can you attach a > screenshot of the dropdown for account type and/or the account hierarchy as > shown in the Accounts View? Yes, of course. > Changing account types is limited to appropriate pairs of types, so I'm not > surprised you can't change from an unknown type, since KMM doesn't know what > other types are similar. The fact is... I already made some operations and I'm not a huge fan of deleting the account (which does not seem to be possible) to re-create it and all its operations.
Created attachment 148515 [details] Asset account that cannot be changed to "Savings".
I would much rather have a translation issue than an actual account type that should not exist. We'll have to check whether it makes sense internally to allow conversion from Asset to Savings account. You don't need to start that account from nothing. What you can do is create a new account with the settings and features you like. Then open the "wrong" account, select all the transactions, and move them to the new account.
(In reply to Jack from comment #4) > I would much rather have a translation issue than an actual account type > that should not exist. How I understand you ^^ ! > We'll have to check whether it makes sense internally to allow conversion > from Asset to Savings account. Well in fact it's "checking"... I'm not a specialist in finance to have the need of such a distinction in my family accounts. We just put money in, take money out... > You don't need to start that account from nothing. What you can do is > create a new account with the settings and features you like. Then open the > "wrong" account, select all the transactions, and move them to the new > account. Even with the reconcilliation information ?
If you don't really care what type of account it is called, then you could just leave it as is. I believe (but am not absolutely certain, and do not have time to test right now) that the status of each transaction will be moved, but the reconciliation information (date(s) and amount(s)) will NOT be transferred by moving all the transactions. However, unless you have done multiple reconciliations, and really want to keep all that history, then you only need to repeat the most recent reconciliation on the new account.
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This bug has been in NEEDSINFO status with no change for at least 30 days. The bug is now closed as RESOLVED > WORKSFORME due to lack of needed information. For more information about our bug triaging procedures please read the wiki located here: https://community.kde.org/Guidelines_and_HOWTOs/Bug_triaging Thank you for helping us make KDE software even better for everyone!