Bug 459866 - Wish list: Default to new transaction entry when in ledger
Summary: Wish list: Default to new transaction entry when in ledger
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: general (show other bugs)
Version: 5.1.2
Platform: Other Linux
: NOR wishlist
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2022-09-30 16:04 UTC by jesse
Modified: 2022-09-30 17:03 UTC (History)
0 users

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Description jesse 2022-09-30 16:04:53 UTC
SUMMARY
When a user is on a ledger, by default have the cursor on the new transaction entry with current date. This will help optimize the time it takes to enter a new transaction. 
Upon closing a transaction, a new transaction row should open with the current date in the date field. 

STEPS TO REPRODUCE
1. Open kMyMoney file
2. Change settings (Settings > Configure kMyMoney > Ledger > uncheck show transaction form)
3. Open a ledger


OBSERVED RESULT
The ledger is opened but I have to click on the New button at the bottom left hand corner (means I need to use the mouse) or using my keyboard shortcut (I added this myself not sure if it is because of using Gnome) ctrl+ i, and the new transaction form shows up. 

EXPECTED RESULT
When inside a ledger, always have the cursor on a new transaction entry form/row. This will minimize the number of keystrokes/mouse movements the user must perform, which in turns helps to streamline the transaction entry process. 

SOFTWARE/OS VERSIONS
Linux/KDE Plasma: Fedora Gnome 36
KDE Frameworks Version: KDE Frameworks Version 5.98.0
Qt Version: Qt Version 5.15.5 (built against 5.15.5)

ADDITIONAL INFORMATION
This is a wish list. 
This may be related to bug https://bugs.kde.org/show_bug.cgi?id=447621 but I am not sure.
Comment 1 Jack 2022-09-30 16:17:27 UTC
When I open a ledger, I more commonly want to look at existing transactions than to enter a new one.  Even for new transactions, I import far more than I manually enter.  Perhaps this can be a user configuration setting, but I would argue against it being the default.
I would also point out that if you are going to enter a new location, you are going to need to use the keyboard, so typing the shortcut for a new transaction is only a few extra keystrokes, not a totally unrelated action.
It also is reasonable to discuss which field has focus when a new transaction is started.  In this case, I agree on it being the date, and preferably the day part of the field, although my understanding is that (in master) it is the left-most field, which depends on the locale being used (MDY, DMY, ...)
Comment 2 jesse 2022-09-30 17:03:50 UTC
(In reply to Jack from comment #1)
> When I open a ledger, I more commonly want to look at existing transactions
> than to enter a new one.  Even for new transactions, I import far more than
> I manually enter.  Perhaps this can be a user configuration setting, but I
> would argue against it being the default.
> I would also point out that if you are going to enter a new location, you
> are going to need to use the keyboard, so typing the shortcut for a new
> transaction is only a few extra keystrokes, not a totally unrelated action.
> It also is reasonable to discuss which field has focus when a new
> transaction is started.  In this case, I agree on it being the date, and
> preferably the day part of the field, although my understanding is that (in
> master) it is the left-most field, which depends on the locale being used
> (MDY, DMY, ...)

Yes, I normally do the same. There are some accounts where my bank does not allow for OFX/direct connect. Either they want me to pay for it or they just do not offer it. In any case, for those I like to enter the transactions. 

At times, I also sit down with my receipts (paper or digital emails/texts) and enter them to get a better picture of my financial status. At the end of the month, I download the qif files and import them(I let kMyMoney do the matching). 

Perhaps I am the only one doing it this way and if so, that is fine. If the team gets to this wish list item, it would be cool it not, and no one else needed it, that is fine too. 

I do think it can be a setting. I just do not like to switch between the keyboard and mouse too often. I, however, am not a UX expert so if there are any, maybe they may have some good insight to share with us. 

It is also when I am manually entering transactions that I would find it useful to have the program open a new transaction form after I close the existing transaction I am working on. 

I think the current app image version and master both let you set the column within the date field that you want to be the starting focus point. I change between the month and the day all the time. :) 

Maybe if there was a keyboard short for changing the ledger field that the user is looking at... that would also be cool 

Like ctrl-L for ledger list, then a search box to filter, arrow keys to high light and then enter key to select. :) 

That can be another feature request for the future. I wish I could be more helpful than just offering wish list items. working on studying the code.