Wish: Ability to individually play scheduled transactions from the list

Bug #1099026 reported by DonV
16
This bug affects 3 people
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

Have been trying out HomeBank and am pretty pleased so far. One feature I would like to see would be the ability to click on a future archive/automated transaction in the list and "play" that transaction individually on demand. I'd like to see the transaction open in a similar dialog to the "add transaction" dialog, but with the appropriate archive details filled in to provide a basis for editing before final entry. Saving that edited transaction would then increment the automated transaction "Next on" date to the next cycle.

Not all archive transactions are completely defined in advance, some details may change each time (for example, the pay from account, check number, transaction date or the amount varies). The existing approach (Transactions... Check Automated...) works very well for unchanging transactions on fixed dates but forces one to hunt down and modify transactions which vary each cycle.

Thanks for your consideration.

BTW, I'm running HomeBank 4.4 on Linux Mint Debian Edition.

DonV (donv)
description: updated
Revision history for this message
DonV (donv) wrote :

BTW, I know that one can do something similar via "Add Transaction" and then "Fill with archive". However, this does not currently update the "Next on" date of the archive transaction, so that will be played again with the next "Transactions... Check Automated..." run resulting in extra transactions. Also the work can be achieved with fewer clicks by allowing the user to select the archive transaction from the original list and open the edit transaction dialog directly.

Revision history for this message
DonV (donv) wrote :

In reviewing the overall bug list, I note that 1095163 is related. I think it would be possible to address both with this suggestion.

Maxime DOYEN (mdoyen)
Changed in homebank:
assignee: nobody → Maxime Doyen (mdoyen)
importance: Undecided → Wishlist
status: New → Confirmed
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 4.6
Maxime DOYEN (mdoyen)
summary: - Wish: Ability to individually play archive/automated transactions from
- the list
+ Wish: Ability to individually play scheduled transactions from the list
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Confirmed → In Progress
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

2 small toolbar button enables you yo skip or post any pending scheduled transaction from the main window.

Changed in homebank:
status: In Progress → Fix Committed
Revision history for this message
DonV (donv) wrote :

Thank you. I look forward to version 4.6, it looks to be a great release!

Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
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