Hello KMyMoney-Team, I currently see no way to mark a payee as inactive. Unfortunately, in the current version, it happens again and again that all payee can be selected for an entry. If you have a database of 10 years or more, probably 30% to 40% of the payees are no longer "active" for some reason, but can still be selected. Is there a way to "deactivate" payees in the future? Greetings Udo
I am curious, would marking a payee inactive simply avoid showing the payee in the list? I am assuming the payee is still there since the system needs it for the integrity of the data. Also, what should happen if a payee is marked inactive but a new transaction comes in for that payee? I think, it should still hide the payee but when you attempt to enter the payee or transaction, kMyMoney should inform you. The message that should show would need to explain how to re-activate the payee.
You are correct that there is no current way to tell KMM not to allow any new transaction for a given Payee, so this is valid wishlist request. At minimum, marking a Payee as inactive would remove that Payee from any dropdown lists of Payees when entering or editing a transaction. (Note it might be necessary to reactivate a Payee to add it to an old transaction from prior to the inactivation, but this is similar to the occasional need to reopen a closed account to edit some transaction.) What happens when an inactive payee is used in a transaction being imported would need to be decided. However, since the current default behavior is to create an imported Payee that does not exist, it would create a duplicate Payee unless the import were allowed. I suppose it would be possible to add "X transactions imported for inactive payee(s)" to the final import report.
Created attachment 184911 [details] Example in Skrooge
Hello, I'm bringing this topic up again. I had hoped that something along these lines might have been implemented in 5.2.1. Looking at my list of recipients, about 450 in 20 years, only about 80 to 100 are actually active. The rest are "dead files," but there are transactions, and they keep popping up with every search or entry. It should be possible to simply set an "inactive" flag and exclude these recipients from a selection. Another program (Skrooge) can do this (see screenshot), and it's standard in ERP programs anyway. Regards, Udo(In reply to Fabiano Caruana from comment #3) > Created attachment 184911 [details] > Example in Skrooge
Same here. I love KMyMoney and my database file was created back in 2008. It contains 28481 transactions and 339 payee now. Some shops have closed in the meantime and some have become irrelevant because of changing my job or other reasons. But when creating a new transaction manually, I always have to search the desired payee in a list of old payees. I would be happy, to have an option to make those old/irrelevant payees not showing up in any upcoming payee searches. If you want to avoid the "import" problem, you can call this option "Do not show this payee any more, while manually creating new transactions".
Hi KMyMoney-Team, Consider this matter closed. I'll take KM<Money as it is. Thanks for your effort. Regards, Udo
Thanks for the update, but I think it best to leave this wishlist open, even though it is likely to have a low priority. It may not be necessary, but it would likely be helpful for some users.