wish: option to import in pending status and approve later
Affects | Status | Importance | Assigned to | Milestone | |
---|---|---|---|---|---|
HomeBank |
In Progress
|
Wishlist
|
Maxime DOYEN |
Bug Description
After importing transactions from QIF, I like to keep them in a 'pending queue.' The Remind status is perfect for this, but currently, I have to manually go into each account & change the status for each imported transaction to 'Remind' before quitting (as the 'newly imported' icon will not be present on the next session).
It would be nice if Automatic Assignments could be used to assign "everything" (i.e. every imported transaction) to Remind, so that the Remind window could effectively serve as the queue.
Bonus: the ability to remove transactions from Remind via context menu in the Remind window. Currently I need to double-click each, bring up the edit dialog, change it there, & close the dialog.
Changed in homebank: | |
status: | Incomplete → New |
summary: |
- wish: Automatic Assign to Remind + wish: pending status for imported transaction |
tags: | added: data-structure transaction |
Changed in homebank: | |
status: | Confirmed → In Progress |
Indeed, you use the Remind status out of what is was designed for.
Status must not (and will not) be changed by the assignment rules, which handles the classification of transaction (category, payee, payment). Nor must be (and will not be) mass editable.
Let's start from the beginning:
What do you mean by: "keep them in a 'pending queue'." ?
And why to do this ?
=> What I need to understand is your initial use case, or workflow you try to design, NOT the way you try to divert the HomeBank function to achieve it.