SUMMARY STEPS TO REPRODUCE 1. Select ledger 2. Insert new transaction 3. In kmymoney 5.1.3, we had deposit/transfer/withdrawal. Since 5.1.95 and 5.2.0, we can only create deposit/withdrawal transactions. We cannot create transfers between accounts. I recently upgraded from 5.1.3 to 5.1.95 and the transaction data entry form has changed, making data entry much more difficult (no autocompletion of category), and for transfers actually completely impossible. I cannot update my accounts since the upgrade.
It's critical because the application is now unusable and I cannot update my personal/business accounts. I am using Gentoo, so I can fairly easily patch the application for testing. I'd be happy to cooperate with developers to debug and test patches, provided I am pointed in the right direction.
Oh. After much searching, I found out how to operate a transfer. We have to use the "category" field to find the "Account" to transfer to/from. 1) It is very non-intuitive: the field labelling is misleading. 2) It is a major UI change from previous versions. I had checked the Release notes in details precisely in search of related information but found nothing there. 3) It's not documented: the documentation is obsolete and contains screenshots from old versions. The data entry flow is much changed, and less convenient. The category auto-complete does not work: in version 5.1.3, selecting a payee would offer a choice of previous transactions and automatically populate the category field. Now, each field must be entered individually and manually.
On https://blog.bembel.net/2025/06/kmymoney-5-2-0-released/ it was mentioned, that the data entry form has changed. I added a note how to do transfers. Thanks for mentioning. Does your Gentoo build is based on Qt5 or Qt6? It could be, that the payee problem is due to an incompatibility issue with Qt6. We need to investigate this and fix it.
(In reply to Thomas Baumgart from comment #3) > On https://blog.bembel.net/2025/06/kmymoney-5-2-0-released/ it was > mentioned, that the data entry form has changed. I added a note how to do > transfers. Thanks for mentioning. Thank you for the link. I hadn't seen that blog entry. I had searched and the only announcement I found and read before filing this issue was this one: https://kmymoney.org/2025/06/21/kmymoney-5-2-0-released.html I don't know if you have edit access to the official site: it would be a good idea to add a link in the official announcement to the blog entry.
(In reply to Thomas Baumgart from comment #3) > https://blog.bembel.net/2025/06/kmymoney-5-2-0-released/ It says: "Another feature of the transaction entry is to customize the tab order for data entry. Pressing Ctrl+Alt+T opens the tab order editor and the user can select the order of the widgets that are visited when pressing the TAB key." It's another issue, but I just tried but it doesn't work. I checked that the keyboard shortcut Ctrl+Alt+T was set for this action-it is- but even when the new transaction form is open, it does not work.
> Does your Gentoo build is based on Qt5 or Qt6? It could be, that the payee > problem is due to an incompatibility issue with Qt6. We need to investigate > this and fix it. It appears to be Qt5: $ ldd /usr/bin/kmymoney linux-vdso.so.1 (0x00007fd323c31000) libkmm_extended_dialogs.so.5 => /usr/lib64/libkmm_extended_dialogs.so.5 (0x00007fd323bc7000) libkmm_menus.so.5 => /usr/lib64/libkmm_menus.so.5 (0x00007fd323bc2000) libkmm_templates.so.5 => /usr/lib64/libkmm_templates.so.5 (0x00007fd323732000) libkmm_printer.so.5 => /usr/lib64/libkmm_printer.so.5 (0x00007fd323bbd000) libkmm_widgets.so.5 => /usr/lib64/libkmm_widgets.so.5 (0x00007fd3236e4000) libkmm_wizard.so.5 => /usr/lib64/libkmm_wizard.so.5 (0x00007fd323bab000) libkmm_base_dialogs.so.5 => /usr/lib64/libkmm_base_dialogs.so.5 (0x00007fd32362b000) libkmm_base_widgets.so.5 => /usr/lib64/libkmm_base_widgets.so.5 (0x00007fd323558000) libkmm_models.so.5 => /usr/lib64/libkmm_models.so.5 (0x00007fd323504000) libkmm_webconnect.so.5 => /usr/lib64/libkmm_webconnect.so.5 (0x00007fd323b9f000) libkmm_yesno.so.5 => /usr/lib64/libkmm_yesno.so.5 (0x00007fd323b9a000) libkmm_menuactionexchanger.so.5 => /usr/lib64/libkmm_menuactionexchanger.so.5 (0x00007fd323b93000) libkmm_settings.so.5 => /usr/lib64/libkmm_settings.so.5 (0x00007fd3234eb000) libkmm_mymoney.so.5 => /usr/lib64/libkmm_mymoney.so.5 (0x00007fd323200000) libkmm_plugin.so.5 => /usr/lib64/libkmm_plugin.so.5 (0x00007fd3234dc000) libKF5ItemModels.so.5 => /usr/lib64/libKF5ItemModels.so.5 (0x00007fd323492000) libkmm_icons.so.5 => /usr/lib64/libkmm_icons.so.5 (0x00007fd323155000) libkmm_selections.so.5 => /usr/lib64/libkmm_selections.so.5 (0x00007fd323b8a000) libKF5KCMUtils.so.5 => /usr/lib64/libKF5KCMUtils.so.5 (0x00007fd3230f7000) libKF5KIOFileWidgets.so.5 => /usr/lib64/libKF5KIOFileWidgets.so.5 (0x00007fd322ff0000) libKF5KIOGui.so.5 => /usr/lib64/libKF5KIOGui.so.5 (0x00007fd322fa2000) libKF5KIOCore.so.5 => /usr/lib64/libKF5KIOCore.so.5 (0x00007fd322df2000) libKF5JobWidgets.so.5 => /usr/lib64/libKF5JobWidgets.so.5 (0x00007fd323458000) libKF5XmlGui.so.5 => /usr/lib64/libKF5XmlGui.so.5 (0x00007fd322d08000) libQt5PrintSupport.so.5 => /usr/lib64/libQt5PrintSupport.so.5 (0x00007fd322c8d000) libalkimia5.so.8 => /usr/lib64/libalkimia5.so.8 (0x00007fd322c00000) libKF5TextWidgets.so.5 => /usr/lib64/libKF5TextWidgets.so.5 (0x00007fd322bb6000) libKF5ConfigWidgets.so.5 => /usr/lib64/libKF5ConfigWidgets.so.5 (0x00007fd322b44000) libKF5CoreAddons.so.5 => /usr/lib64/libKF5CoreAddons.so.5 (0x00007fd322a73000) libKF5I18n.so.5 => /usr/lib64/libKF5I18n.so.5 (0x00007fd322a1f000) libKF5Completion.so.5 => /usr/lib64/libKF5Completion.so.5 (0x00007fd3229df000) libKF5ConfigGui.so.5 => /usr/lib64/libKF5ConfigGui.so.5 (0x00007fd3229b7000) libKF5WidgetsAddons.so.5 => /usr/lib64/libKF5WidgetsAddons.so.5 (0x00007fd322852000) libKF5ConfigCore.so.5 => /usr/lib64/libKF5ConfigCore.so.5 (0x00007fd3227e6000) libgmp.so.10 => /usr/lib64/libgmp.so.10 (0x00007fd322740000) libQt5DBus.so.5 => /usr/lib64/libQt5DBus.so.5 (0x00007fd3226aa000) libQt5Widgets.so.5 => /usr/lib64/libQt5Widgets.so.5 (0x00007fd321e00000) libQt5Gui.so.5 => /usr/lib64/libQt5Gui.so.5 (0x00007fd321600000) libkmm_payeeidentifier.so.5 => /usr/lib64/libkmm_payeeidentifier.so.5 (0x00007fd3226a2000) libQt5Core.so.5 => /usr/lib64/libQt5Core.so.5 (0x00007fd321000000) libstdc++.so.6 => /usr/lib/gcc/x86_64-pc-linux-gnu/14/libstdc++.so.6 (0x00007fd320c00000) libm.so.6 => /lib64/libm.so.6 (0x00007fd3225f2000) libgcc_s.so.1 => /usr/lib/gcc/x86_64-pc-linux-gnu/14/libgcc_s.so.1 (0x00007fd3225c2000) libc.so.6 => /lib64/libc.so.6 (0x00007fd321c39000) libQt5Xml.so.5 => /usr/lib64/libQt5Xml.so.5 (0x00007fd32257b000) libKF5ItemViews.so.5 => /usr/lib64/libKF5ItemViews.so.5 (0x00007fd32253e000) libkmm_gpgfile.so.5 => /usr/lib64/libkmm_gpgfile.so.5 (0x00007fd32252c000) libKF5KIOWidgets.so.5 => /usr/lib64/libKF5KIOWidgets.so.5 (0x00007fd320e97000) libonlinetask_interfaces.so.5 => /usr/lib64/libonlinetask_interfaces.so.5 (0x00007fd322525000) libKF5SonnetUi.so.5 => /usr/lib64/libKF5SonnetUi.so.5 (0x00007fd3224f9000) libQt5Network.so.5 => /usr/lib64/libQt5Network.so.5 (0x00007fd320a50000) libQt5QuickWidgets.so.5 => /usr/lib64/libQt5QuickWidgets.so.5 (0x00007fd3215e7000) libKF5QuickAddons.so.5 => /usr/lib64/libKF5QuickAddons.so.5 (0x00007fd3215ca000) libKF5Declarative.so.5 => /usr/lib64/libKF5Declarative.so.5 (0x00007fd3215b7000) libKF5KCMUtilsCore.so.5 => /usr/lib64/libKF5KCMUtilsCore.so.5 (0x00007fd3215ab000) libKF5Service.so.5 => /usr/lib64/libKF5Service.so.5 (0x00007fd3209a8000) libKF5Auth.so.5 => /usr/lib64/libKF5Auth.so.5 (0x00007fd3215a3000) libKF5AuthCore.so.5 => /usr/lib64/libKF5AuthCore.so.5 (0x00007fd320e81000) libKF5GuiAddons.so.5 => /usr/lib64/libKF5GuiAddons.so.5 (0x00007fd320962000) libQt5Quick.so.5 => /usr/lib64/libQt5Quick.so.5 (0x00007fd320200000) libQt5Qml.so.5 => /usr/lib64/libQt5Qml.so.5 (0x00007fd31fc00000) libKF5Bookmarks.so.5 => /usr/lib64/libKF5Bookmarks.so.5 (0x00007fd320915000) libKF5Solid.so.5 => /usr/lib64/libKF5Solid.so.5 (0x00007fd320845000) libKF5IconThemes.so.5 => /usr/lib64/libKF5IconThemes.so.5 (0x00007fd3207fd000) libKF5WindowSystem.so.5 => /usr/lib64/libKF5WindowSystem.so.5 (0x00007fd3207aa000) /lib64/ld-linux-x86-64.so.2 (0x00007fd323c33000) libKF5Crash.so.5 => /usr/lib64/libKF5Crash.so.5 (0x00007fd321597000) libacl.so.1 => /usr/lib64/libacl.so.1 (0x00007fd320e76000) libmount.so.1 => /usr/lib64/libmount.so.1 (0x00007fd32018c000) libQt5X11Extras.so.5 => /usr/lib64/libQt5X11Extras.so.5 (0x00007fd3207a3000) libKF5GlobalAccel.so.5 => /usr/lib64/libKF5GlobalAccel.so.5 (0x00007fd320168000) libKF5NewStuff.so.5 => /usr/lib64/libKF5NewStuff.so.5 (0x00007fd3200ff000) libKF5NewStuffCore.so.5 => /usr/lib64/libKF5NewStuffCore.so.5 (0x00007fd31fb64000) libKF5Codecs.so.5 => /usr/lib64/libKF5Codecs.so.5 (0x00007fd3200c3000) libKF5SonnetCore.so.5 => /usr/lib64/libKF5SonnetCore.so.5 (0x00007fd31faef000) libudev.so.1 => /usr/lib64/libudev.so.1 (0x00007fd31faab000) libdbus-1.so.3 => /usr/lib64/libdbus-1.so.3 (0x00007fd31fa5b000) libGL.so.1 => /usr/lib64/libGL.so.1 (0x00007fd31f9e8000) libpng16.so.16 => /usr/lib64/libpng16.so.16 (0x00007fd31f9af000) libz.so.1 => /usr/lib64/libz.so.1 (0x00007fd3200a9000) libharfbuzz.so.0 => /usr/lib64/libharfbuzz.so.0 (0x00007fd31f865000) libmd4c.so.0 => /usr/lib64/libmd4c.so.0 (0x00007fd31f853000) libdouble-conversion.so.3 => /usr/lib64/libdouble-conversion.so.3 (0x00007fd31f83b000) libicui18n.so.76 => /usr/lib64/libicui18n.so.76 (0x00007fd31f400000) libicuuc.so.76 => /usr/lib64/libicuuc.so.76 (0x00007fd31f201000) libpcre2-16.so.0 => /usr/lib64/libpcre2-16.so.0 (0x00007fd31f79c000) libglib-2.0.so.0 => /usr/lib64/libglib-2.0.so.0 (0x00007fd31f0b6000) libgpgmepp.so.6 => /usr/lib64/libgpgmepp.so.6 (0x00007fd31f03f000) libssl.so.3 => /usr/lib64/libssl.so.3 (0x00007fd31ef54000) libcrypto.so.3 => /usr/lib64/libcrypto.so.3 (0x00007fd31ea00000) libKF5Package.so.5 => /usr/lib64/libKF5Package.so.5 (0x00007fd31f773000) libKF5DBusAddons.so.5 => /usr/lib64/libKF5DBusAddons.so.5 (0x00007fd31f755000) libQt5WaylandClient.so.5 => /usr/lib64/libQt5WaylandClient.so.5 (0x00007fd31e8de000) libwayland-client.so.0 => /usr/lib64/libwayland-client.so.0 (0x00007fd320099000) libX11.so.6 => /usr/lib64/libX11.so.6 (0x00007fd31e797000) libQt5QmlModels.so.5 => /usr/lib64/libQt5QmlModels.so.5 (0x00007fd31eec8000) libQt5Svg.so.5 => /usr/lib64/libQt5Svg.so.5 (0x00007fd31e737000) libKF5Archive.so.5 => /usr/lib64/libKF5Archive.so.5 (0x00007fd31e6f7000) libxcb.so.1 => /usr/lib64/libxcb.so.1 (0x00007fd31e6cc000) libxcb-keysyms.so.1 => /usr/lib64/libxcb-keysyms.so.1 (0x00007fd31f750000) libblkid.so.1 => /usr/lib64/libblkid.so.1 (0x00007fd31e66e000) libKF5Attica.so.5 => /usr/lib64/libKF5Attica.so.5 (0x00007fd31e5d0000) libcap.so.2 => /usr/lib64/libcap.so.2 (0x00007fd31f743000) libGLdispatch.so.0 => /usr/lib64/libGLdispatch.so.0 (0x00007fd31e556000) libGLX.so.0 => /usr/lib64/libGLX.so.0 (0x00007fd31e523000) libfreetype.so.6 => /usr/lib64/libfreetype.so.6 (0x00007fd31e459000) libgraphite2.so.3 => /usr/lib64/libgraphite2.so.3 (0x00007fd31e434000) libicudata.so.76 => /usr/lib64/libicudata.so.76 (0x00007fd31c400000) libpcre2-8.so.0 => /usr/lib64/libpcre2-8.so.0 (0x00007fd31e386000) libgpgme.so.11 => /usr/lib64/libgpgme.so.11 (0x00007fd31e32d000) libwayland-cursor.so.0 => /usr/lib64/libwayland-cursor.so.0 (0x00007fd31f738000) libfontconfig.so.1 => /usr/lib64/libfontconfig.so.1 (0x00007fd31e2e1000) libxkbcommon.so.0 => /usr/lib64/libxkbcommon.so.0 (0x00007fd31e294000) libffi.so.8 => /usr/lib64/libffi.so.8 (0x00007fd31e284000) libbz2.so.1 => /usr/lib64/libbz2.so.1 (0x00007fd31e271000) liblzma.so.5 => /usr/lib64/liblzma.so.5 (0x00007fd31c3cf000) libzstd.so.1 => /usr/lib64/libzstd.so.1 (0x00007fd31c305000) libXau.so.6 => /usr/lib64/libXau.so.6 (0x00007fd31f72e000) libXdmcp.so.6 => /usr/lib64/libXdmcp.so.6 (0x00007fd31eec0000) libbrotlidec.so.1 => /usr/lib64/libbrotlidec.so.1 (0x00007fd31c2f6000) libassuan.so.9 => /usr/lib64/libassuan.so.9 (0x00007fd31c2df000) libgpg-error.so.0 => /usr/lib64/libgpg-error.so.0 (0x00007fd31c2b2000) libexpat.so.1 => /usr/lib64/libexpat.so.1 (0x00007fd31c288000) libbrotlicommon.so.1 => /usr/lib64/libbrotlicommon.so.1 (0x00007fd31c265000) * dependency graph for app-office/kmymoney-5.2.0 `-- app-office/kmymoney-5.2.0 ~amd64 `-- app-crypt/gpgme-1.24.3 (>=app-crypt/gpgme-1.23.1-r1) amd64 [cxx(-) qt5(-)] `-- app-office/libalkimia-8.2.0 (=app-office/libalkimia-8.2*) ~amd64 `-- dev-libs/gmp-6.3.0-r1 (dev-libs/gmp) amd64 [cxx(+)] `-- dev-libs/kdiagram-2.8.0 (dev-libs/kdiagram) amd64 `-- dev-libs/libgpg-error-1.53 (dev-libs/libgpg-error) amd64 `-- dev-libs/libofx-0.10.9 (dev-libs/libofx) amd64 `-- dev-libs/qtkeychain-0.15.0 (>=dev-libs/qtkeychain-0.14.2) amd64 [qt5(-)] `-- dev-qt/qtdbus-5.15.17 (>=dev-qt/qtdbus-5.15.12) amd64 `-- dev-qt/qtgui-5.15.17 (>=dev-qt/qtgui-5.15.12) amd64 `-- dev-qt/qtnetwork-5.15.17 (>=dev-qt/qtnetwork-5.15.12) amd64 `-- dev-qt/qtprintsupport-5.15.17 (>=dev-qt/qtprintsupport-5.15.12) amd64 `-- dev-qt/qtsvg-5.15.17 (>=dev-qt/qtsvg-5.15.12) amd64 `-- dev-qt/qtwidgets-5.15.17 (>=dev-qt/qtwidgets-5.15.12) amd64 `-- dev-qt/qtxml-5.15.17 (>=dev-qt/qtxml-5.15.12) amd64 `-- kde-frameworks/karchive-5.116.0 (>=kde-frameworks/karchive-5.115.0) amd64 `-- kde-frameworks/kcmutils-5.116.0 (>=kde-frameworks/kcmutils-5.115.0) amd64 `-- kde-frameworks/kcodecs-5.116.0 (>=kde-frameworks/kcodecs-5.115.0) amd64 `-- kde-frameworks/kcompletion-5.116.0 (>=kde-frameworks/kcompletion-5.115.0) amd64 `-- kde-frameworks/kconfig-5.116.0 (>=kde-frameworks/kconfig-5.115.0) amd64 `-- kde-frameworks/kconfigwidgets-5.116.0 (>=kde-frameworks/kconfigwidgets-5.115.0) amd64 `-- kde-frameworks/kcoreaddons-5.116.0 (>=kde-frameworks/kcoreaddons-5.115.0) amd64 `-- kde-frameworks/ki18n-5.116.0 (>=kde-frameworks/ki18n-5.115.0) amd64 `-- kde-frameworks/kio-5.116.0-r4 (>=kde-frameworks/kio-5.115.0) amd64 `-- kde-frameworks/kitemmodels-5.116.0 (>=kde-frameworks/kitemmodels-5.115.0) amd64 `-- kde-frameworks/kitemviews-5.116.0 (>=kde-frameworks/kitemviews-5.115.0) amd64 `-- kde-frameworks/kjobwidgets-5.116.0 (>=kde-frameworks/kjobwidgets-5.115.0) amd64 `-- kde-frameworks/knotifications-5.116.0-r2 (>=kde-frameworks/knotifications-5.115.0) amd64 `-- kde-frameworks/kservice-5.116.0-r1 (>=kde-frameworks/kservice-5.115.0) amd64 `-- kde-frameworks/ktextwidgets-5.116.0 (>=kde-frameworks/ktextwidgets-5.115.0) amd64 `-- kde-frameworks/kwidgetsaddons-5.116.0 (>=kde-frameworks/kwidgetsaddons-5.115.0) amd64 `-- kde-frameworks/kxmlgui-5.116.0 (>=kde-frameworks/kxmlgui-5.115.0) amd64 `-- kde-frameworks/sonnet-5.116.0 (>=kde-frameworks/sonnet-5.115.0) amd64 `-- dev-libs/libical-3.0.20-r1 (dev-libs/libical) amd64 `-- dev-qt/qtdeclarative-5.15.17 (>=dev-qt/qtdeclarative-5.15.12) amd64 `-- net-libs/aqbanking-6.6.0 (>=net-libs/aqbanking-6.5.0) amd64 `-- sys-libs/gwenhywfar-5.12.0-r1 (>=sys-libs/gwenhywfar-5.10.1) amd64 [qt5(-)] `-- kde-frameworks/kholidays-5.116.0 (>=kde-frameworks/kholidays-5.115.0) amd64 `-- dev-qt/qtsql-5.15.17 (>=dev-qt/qtsql-5.15.12) amd64 [sqlite] `-- dev-db/sqlcipher-4.6.1 (dev-db/sqlcipher) amd64 `-- dev-libs/boost-1.88.0-r1 (dev-libs/boost) amd64 `-- dev-qt/qttest-5.15.17 (dev-qt/qttest) amd64 `-- dev-qt/qtcore-5.15.17 (dev-qt/qtcore) amd64 `-- kde-frameworks/breeze-icons-6.13.0 (kde-frameworks/breeze-icons) amd64 `-- kde-frameworks/oxygen-icons-6.1.0 (kde-frameworks/oxygen-icons) amd64 `-- kde-frameworks/kf-env-6 (>=kde-frameworks/kf-env-4) amd64 `-- virtual/pkgconfig-3 (virtual/pkgconfig) amd64 `-- app-alternatives/ninja-1 (app-alternatives/ninja) amd64 `-- dev-build/cmake-3.31.7-r1 (>=dev-build/cmake-3.20.5) amd64 `-- kde-frameworks/kdoctools-5.116.0-r1 (>=kde-frameworks/kdoctools-5.115.0) amd64 `-- dev-libs/libpcre2-10.45 (dev-libs/libpcre2) amd64 `-- kde-frameworks/extra-cmake-modules-6.13.0 (>=kde-frameworks/extra-cmake-modules-5.115.0) amd64 `-- dev-util/desktop-file-utils-0.28 (dev-util/desktop-file-utils) amd64 `-- x11-misc/shared-mime-info-2.4-r2 (x11-misc/shared-mime-info) amd64
Thank you for your contributions to kmymoney. It's appreciated. Using Gentoo, I can easily add patches to my build. I remain at your disposition if you need me to test a patch and provide feedback. Compared to 5.1.3, the new version's new transaction data entry feels like a regression. I have not been able to test the Tab reordering, so maybe that would help. The combined Account/Transaction widget is confusing and bad UI. It should be self-explanatory and a new user should be able to figure such things out without consulting the documentation. Right now, when I press [Insert] for a new transaction, the first field is the date, which rarely change (since we tend to enter transaction in chronological order) => tab to the amount => tab out from the amount and the "Category" field is highlighted with a large dotted red box, as if I had done something wrong, before I get a chance to select the Payee and the Category itself. It should only be highlighted if I FORGET to add a category, when tabbing out of that field. I think the first step, the first focused item when creating a new transaction should be either the Payee or the Category (configurable), offering an opportunity to select a closely matching past entry, pre-populating the other fields. I saw some old feature requests to that end. If it's all to complicated to change at once, I can at least help drafting a document to be hosted where you want, ideally some kind of wiki page, where we can properly describe the roadmap to the "ideal" transaction entry form. Most of the time spent on kmymoney is entering data, inputing new transactions. So it's important for the flow to be smooth and self explanatory.
(In reply to Anguo from comment #7) > Thank you for your contributions to kmymoney. It's appreciated. > > Using Gentoo, I can easily add patches to my build. I remain at your > disposition if you need me to test a patch and provide feedback. > > Compared to 5.1.3, the new version's new transaction data entry feels like a > regression. I have not been able to test the Tab reordering, so maybe that > would help. > The combined Account/Transaction widget is confusing and bad UI. It should > be self-explanatory and a new user should be able to figure such things out > without consulting the documentation. > > Right now, when I press [Insert] for a new transaction, the first field is > the date, which rarely change (since we tend to enter transaction in > chronological order) => tab to the amount => tab out from the amount and the > "Category" field is highlighted with a large dotted red box, as if I had > done something wrong, before I get a chance to select the Payee and the > Category itself. It should only be highlighted if I FORGET to add a > category, when tabbing out of that field. > > I think the first step, the first focused item when creating a new > transaction should be either the Payee or the Category (configurable), > offering an opportunity to select a closely matching past entry, > pre-populating the other fields. I saw some old feature requests to that > end. > > If it's all to complicated to change at once, I can at least help drafting a > document to be hosted where you want, ideally some kind of wiki page, where > we can properly describe the roadmap to the "ideal" transaction entry form. > > Most of the time spent on kmymoney is entering data, inputing new > transactions. So it's important for the flow to be smooth and self > explanatory. I personally like the new entry form. I am used to thinking of categories and accounts as .. accounts. When you send money between liabilities or asset accounts, it is called a transfer. When you assign a "category" type of account, it is either an income or expense. In this new form, you do not need to think about whether you are doing a transfer or a category. You enter your date, amount, payee and then set an account(whether asset/liability or an income/expense). The transfer or deposit/withdraw.. etc is automatic. To me it is much simpler and better flow than the Transaction form with the tabs. Especially considering you can now make changes from ledgers of categories. In typical accounting software, categories are really just accounts. Although, I would concede that if your muscle memory is already set in its ways, then I could see how the old method is more appealing. Perhaps you organize your receipts/input documentation in such a way to enter all deposits first, then all the transfers, etc.. It may be wiser to leave this new form, as it does seem much more streamlined, but provide a way for the old method to be used. I had a few people that refused to convert to KmyMoney due to the old transaction form. They found it cumbersome to have to click on the tabs. They too, find the new form much more intuitive but they come from Gnucash which does manage all categories as accounts as well. Thus, in the end, it may be subjective. I wanted to share my input to show that there are some of us that do prefer it. It is not to say that your statements, opinions or perspective are not valid, they are perfectly valid. I think best if we can have both. Pretty please :)
Git commit c8a5ce632194e931e655008f46bb765509abd88b by Thomas Baumgart. Committed on 13/07/2025 at 13:23. Pushed by tbaumgart into branch 'master'. Changed shortcut for TabOrder editor to Alt+Meta+T I noticed, that on Plasma 6 Ctrl+Alt+T opens a terminal and there is no easy way to change that. Hence the shortcut changed to Alt+Meta+T. FIXED-IN: 5.2.1 M +1 -1 kmymoney/kmymoney.cpp https://invent.kde.org/office/kmymoney/-/commit/c8a5ce632194e931e655008f46bb765509abd88b
Git commit 2f2b78eb5cfe157a514d2b105670e6c89a64a093 by Thomas Baumgart. Committed on 13/07/2025 at 13:15. Pushed by tbaumgart into branch 'master'. Fix the toggle of the reconciliation flag via mouse FIXED-IN: 5.2.1 M +3 -1 kmymoney/views/kmymoneyview.cpp https://invent.kde.org/office/kmymoney/-/commit/2f2b78eb5cfe157a514d2b105670e6c89a64a093
Git commit fd5a4f5aea69c013b4ccc307ec05192947e4f166 by Thomas Baumgart. Committed on 13/07/2025 at 13:16. Pushed by tbaumgart into branch '5.2'. Fix the toggle of the reconciliation flag via mouse FIXED-IN: 5.2.1 (cherry picked from commit 2f2b78eb5cfe157a514d2b105670e6c89a64a093) M +3 -1 kmymoney/views/kmymoneyview.cpp https://invent.kde.org/office/kmymoney/-/commit/fd5a4f5aea69c013b4ccc307ec05192947e4f166
Git commit 93adab2c3cad6ce55b6705520256b8021a146c36 by Thomas Baumgart. Committed on 13/07/2025 at 13:24. Pushed by tbaumgart into branch '5.2'. Changed shortcut for TabOrder editor to Alt+Meta+T I noticed, that on Plasma 6 Ctrl+Alt+T opens a terminal and there is no easy way to change that. Hence the shortcut changed to Alt+Meta+T. FIXED-IN: 5.2.1 (cherry picked from commit c8a5ce632194e931e655008f46bb765509abd88b) M +1 -1 kmymoney/kmymoney.cpp https://invent.kde.org/office/kmymoney/-/commit/93adab2c3cad6ce55b6705520256b8021a146c36