I think in the options you can select to see the Show transaction form. However, even then it does not add those tabs that you like. I personally do not like them and much prefer the new transaction input form. 

There was another similar bug reported: https://bugs.kde.org/show_bug.cgi?id=506144

Personally, I like the new entry form. But I am not using the "transaction form". I use the in-ledger form.

You can ignore the part II of the bug report:

"Also for quick updates to the C column in the ledger, I was able to click the column on a transaction record to quickly update from NULL to 'C' to 'R'. Somehow you new latest upgrade remove this essential capability. Please restore this functionality!"

Ughh!!  There was a change to UI interaction. It appears that when I open the ledger it automatically opens the transaction form for new entry--this somehow prevents my interaction to records to click on the 'C' column above the transaction window. I discovered that I have to cancel the transaction window first to have the ability to interact the records in the ledger. 

This was not an issue in the previous version listed above. If you can change this nuisance, it would be appreciated.

Unless there is a new setting somewhere to disable this behavior.

Sorry to have to say that, but those tabs you are referring to will not come back. They have been removed because they caused too much confusion (maybe not for those who come from MS-Money).

I have never experienced that the transaction editor was opened as part of opening a new ledger. It should select the last transaction in that account but not open the editor for a new one. Could it be that this is related to some personal settings on your end? Which environment and Qt6 version is this happening with?

Nothing on my end since I usually use the software as is. (With one exception--if available switch to a dark mode).

I guess the rest of the KDE kMyMoney users like to do things the hard way by not using the quick entry tabs for new transactions while in the ledger/register. Amazing...

That is alright...I already migrated back. I like to be as efficient as possible for updating and adding entries in my accounts. The latest version simply prevents me from doing that. 

Thank you for your updates and assistance.

(In reply to Alfonso from comment #4)
> Nothing on my end since I usually use the software as is. (With one
> exception--if available switch to a dark mode).
> 
> I guess the rest of the KDE kMyMoney users like to do things the hard way by
> not using the quick entry tabs for new transactions while in the
> ledger/register. Amazing...
> 
> That is alright...I already migrated back. I like to be as efficient as
> possible for updating and adding entries in my accounts. The latest version
> simply prevents me from doing that. 
> 
> Thank you for your updates and assistance.

Can you share your workflow with us? 

For example, in my workflow I do not separate receipts nor enter data based on type of entry(transfer or income/expense). 

When manually entering data: 
1. I open the ledger for the account (asset or liability) I am entering data for. 
2. I take each receipt and enter the information. 
3. Based on the category or if it is a transfer, I select an expense/income account or an asset/liability account. 


Before with the old form I had to organize my data first as transfers or non transfers. 

An even nicer feature: I sometimes have receipts from dining grouped together. In those scenarios I would like the option to open a category ledger/account a d enter the data from there.  This is common when I travel for work, as an example. I keep receipts and I enter them so I can get a report and turn it in to it my boss. I believe this is possible on 5.2 now. 

More common, I download and ofx file from my bank and import it into the software. With this new form, I can do it all from the keyboard without having to click on tabs. Much more efficient for me. 

I am curious what your workflow looks like. Almost all people that see the new input form really like it. Maybe there is something obvious we are all missing.

WORKFLOW:
----------------------------------------------------------------------
NOTE: There is no prior organizing of receipts or payments, transfers, or deposits--everything is ad-hoc.

In this scenario I have three actions to do for the day: 

a. Add a new withdrawal due to shopping at a store
b. Make a payment to my credit card
c. Mark that I dropped off a deposit to the bank during all my errands


Transaction Scenario #1: Adding new entries to a bank checking account

1) Open kMyMoney
2) Assets and Liabilities Summary page apprears
3) Click on a bank account
4) The Checking Account Ledger/Register appears

NOTE: The transaction form is populated with the last entry

In the form menu, the 'New', 'Delete', 'Edit', 'Enter' (greyed out), 'Cancel' (greyed out), 'Accept' (greyed out), 'Match' (greyed out)

The three tabs are available: 'Deposit', 'Transfer', & 'Withdrawal'

From this point, I start working by adding new entries:

5) I click on 'Withdrawal' tab
6) A new 'Withdrawal' transaction form appears where I enter the name of the payee in the 'Pay to' field
7) Usually, I accept the values from the 'Select autofill transaction'
8) Update the 'Amount'
9) Update the 'Date'
10) Update the 'Memo' (if necessary)

In the form menu, the 'New'  (greyed out), 'Delete'  (greyed out), 'Edit'  (greyed out), 'Enter', 'Cancel', 'Accept' (greyed out), 'Match' (greyed out)

11) Click on 'Enter' menu item or 'Enter' key

----------------------------------------------------------------------
Transaction Scenario #2: Adding new entry to a credit card account transfer

1) Continuing the same session

NOTE: The transaction form is populated with the last entry

In the form menu, the 'New', 'Delete', 'Edit', 'Enter' (greyed out), 'Cancel' (greyed out), 'Accept' (greyed out), 'Match' (greyed out)

The three tabs are available: 'Deposit', 'Transfer', & 'Withdrawal'

From this point, I start working by adding another new entry:

5) I click on 'Transfer' tab
6) A new transaction form appears where I enter the name of the payee in the 'Pay to' field
7) Usually, I accept the values from the 'Select autofill transaction'
8) Update the 'Amount'
9) Update the 'Date'
10) Update the 'Memo' (if necessary)

In the form menu, the 'New'  (greyed out), 'Delete'  (greyed out), 'Edit'  (greyed out), 'Enter', 'Cancel', 'Accept' (greyed out), 'Match' (greyed out)

11) Click on 'Enter' menu item or 'Enter' key

----------------------------------------------------------------------
Transaction Scenario #3: Adding new entry for a deposit into bacnk account

1) Continuing the same session

NOTE: The transaction form is populated with the last entry

In the form menu, the 'New', 'Delete', 'Edit', 'Enter' (greyed out), 'Cancel' (greyed out), 'Accept' (greyed out), 'Match' (greyed out)

The three tabs are available: 'Deposit', 'Transfer', & 'Withdrawal'

From this point, I start working by adding another new entry:

5) I click on 'Deposit' tab
6) A new transaction form appears where I enter the name of the payee in the 'From' field
7) Usually, I accept the values from the 'Select autofill transaction'
8) Update the 'Category'
9) Update the 'Amount'
10) Update the 'Date'
11) Update the 'Memo' (if necessary)

In the form menu, the 'New'  (greyed out), 'Delete'  (greyed out), 'Edit'  (greyed out), 'Enter', 'Cancel', 'Accept' (greyed out), 'Match' (greyed out)

11) Click on 'Enter' menu item or 'Enter' key

----------------------------------------------------------------------
A) When all the updates and new transactions are completed, I click on the 'Save' button on the main menu to save all updates and changes to kMyMoney
B) Then I usually 'Red-X' to close kMyMoney

This is a simplistic workflow above that involves one  bank account and a credit account. 

When I am updating and adding entries, it usually involves four checking accounts, three savings accounts, multiple credit cards, and mortgages and other loans.

So I do not have the luxury of time for tedious steps to do what should be simple to do (as noted above). At every quarter, I reconcile all accounts that will take me some time to do.

(In reply to Alfonso from comment #6)

Thanks for sharing your workflow. 

I think, all you would need to do:
- When you click on the bank account, and the ledger opens, click on the New Transaction at the top or I use the keyboard shortcut (Ctrl +I). 
- Then enter the date, payee, amount and in the category you enter the category or the account you are sending or getting the money from. This is where the "transfer" or the "deposit"/"Withdraw" is decided. Except you do not need to decide that any longer. You simply put the amount in the Payment or deposit box. Enter the amount in the correct box, either the Payment(you are sending money to the category/account) or Deposit (you are receiving money from the category/account). 

I would encourage you to try the new method a few times. See if it grows on you. 

Another thing that I do different than you is that I do not have the "Transaction form" enabled. I usually disable this. I enabled it to have the same screen you do. I disable it because it brings less use form me and I can see how it confused you. You probably thought it was the old transaction form and thus feel like it is missing functionality. 

See the document attached.

Created attachment 183256 [details]
Steps to follow on the new system.

Sorry...not working for me...

After 20+ years using the same workflow in three different personal financial software (Quicken [DOS-Win3x), MS Money, kMyMoney), any other workflow is just not as easy and efficient with the transaction tabs.

Migrating back to MS Money...no problem. Time to spin up another full-time VM.

(In reply to Alfonso from comment #10)

Ok. Sad to hear that. As a fellow user, I understand though. Breaking out of habits developed over so many years is difficult. I think if you gave it a shot and it is just not working for you then at least you know you tried it. 

I hope you find an app that that works for you and if one day that functionality exist in kMyMoney again, you return.

(In reply to Alfonso from comment #10)
FYI if you don't want to run a VM, you may be able to checkout Gnucash but I will mention they do not make use of the terminology 'Categories'. In Gnucash the categories are simply accounts for income and expenses. They also call payees, 'Description'. Other than those two difference the first being very close to what kMyMoney is doing now, the software is very popular. A cousin to kMyMoney. 

I like their software but they don't make it easy to compare side by side across multiple months in their reports. Other than that their entry system is very easy and smooth as long as you agree to treat income and expenses as accounts( which kMyMoney does internally for you).

You are right the deficiencies regarding 'Gnucash'--reason I do not use it. 

My only two solutions are:

1) Keep kMyMoney at version 5.1.3x and never ever update it (in MS Windows, OpenSuse, and Haiku OS platforms)--that will maintain my interoperability between my PCs/laptops. Moreover, I keep the tabs!

2) Go back to MS Money (Sunset Deluxe) and get my tabs back and have VMs in OpenSuse & Haiku OS.

Right now option 1 is what I am dong for now.

I imagine I may be in the minority on this issue--but maybe not.
Thanks Jesse. Let me know if and when the tabs come back.

(In reply to Alfonso from comment #13)
Oy.. I don't like either option for you. Both imply using outdated and unsupported software. 

I hope you find a good solution that fits your workflow. If I run across something I'll let you know. 

The last, and probably, unlikely option is to practice the new flow so that you can stay using kMyMoney. If you feel you have questions on the form that can help you adopt it please feel free to ask. If not, no worries. I wish you the best no matter what choice you make.

Thanks Jesse...

But for me, I will treat kMyMoney as it has been 'sunseted' at v5.1.3x.
I can live with that because my work flow is still supported that way.

I used MS Money (Sunset Deluxe) version when M$ retired it back in the 2000s untill I converted to kMyMoney back in 2021.

So I do not have any issues with that. I NEVER use online financial services/connections to any of my financial software.
Like to keep secure and safe from possible intrusions.

Once I make gold copies for each platform and I will archive them in case I need to reinstall or a clean install of a new PC.

Well...have a great week!

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🐛🧹 This bug has been in NEEDSINFO status with no change for at least 30 days. Closing as RESOLVED WORKSFORME.