Bug 508706 - no currency conversion dialog when transferring between account with different currencies
Summary: no currency conversion dialog when transferring between account with differen...
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: general (other bugs)
Version First Reported In: 5.2.1
Platform: FreeBSD Ports FreeBSD
: NOR normal
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2025-08-25 10:56 UTC by Andriy Gapon
Modified: 2025-09-05 06:10 UTC (History)
1 user (show)

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Description Andriy Gapon 2025-08-25 10:56:19 UTC
SUMMARY

Entering a transaction which is a transfer from an account in currency X to an account in currency Y does not bring any currency conversion dialog like it did in 5.1.3.

STEPS TO REPRODUCE
1. Create two accounts with different currencies
2. In one account create a transaction where Category is the other account
3. Enter some amount and enter the transaction

OBSERVED RESULT

There is no dialog regarding currency conversion for the transaction.
The other account just gets a deposit with an amount calculated using some rate that KMyMoney internally "knows".
The amount can be edited, of course, but it's not clear if the rate ("price") history gets updated and recorded.

EXPECTED RESULT

There is a currency conversion dialog like there was in 5.1.3.
I can explicitly enter either the rate or the amount after conversion.
I can choose whether the rate is saved in the price history.
I am fully aware that a currency conversion would be happening.
Comment 1 Andriy Gapon 2025-08-25 11:04:17 UTC
It's worse than I thought...
If I change the amount in the account Y, then that changes the amount  originally entered in the account X, but the rate stays the same.
It seems like I would need to go to some separate place to edit the rate and then re-enter the transaction?
This is very inconvenient as there can be multiple rates for the same pair of currencies depending on accounts / institutions and who actually performs the conversion (the rate can also depend on the amount and other things).
There should be a convenient dialog (like 5.1.3) to enter per-transaction conversion specifics.
Comment 2 Thomas Baumgart 2025-08-25 13:09:49 UTC
Please see https://discuss.kde.org/t/kmymoney-5-2-0-currency-conversion-no-longer-possible-when-entering-transactions/36450 and check if that solves your issue.
Comment 3 Andriy Gapon 2025-08-25 13:51:28 UTC
That helps to a degree, but not entirely.
E.g., I want to enter the amount in currency X and I know X->Y conversion rate and I want KMyMoney to take that and figure out the Y amount.
Previously, that was super easy to do.
Now, I don't know how to do it.

Even discovering that the currency symbol can be active and it's possible to do something through it is not intuitive at all.

FWIW, I discovered a way to bring up the familiar conversion dialog.
But to get to it, I need to enter the Split Editor  and edit the (only) line there.
That bring up the dialog.
But, again, this is not intuitive at all and requires an extra step which is very non-obvious (why edit split if this is a simple transaction between two accounts without any splits).
Comment 4 Zoltan Puskas 2025-09-05 06:10:38 UTC
I ran into this problem too. Clicking the currency symbol and also entering the target currency amount will bring up the dialog like in previous versions. However I have to agree that clicking the currency symbol is not intuitive at all. The currency symbol just turns to black text from gray, which is easy to miss. It's not signified in the UI that it became a button as it remains all flat. One has to mouse over the currency symbol to make it look like a button. However when doing manual entry my guess would be people mostly rely on the keyboard only, so they will never notice this.