wish: preference to use the template list when edit a transaction

Bug #2059733 reported by Pedro Miguel de Andrade Quental Mendes
6
This bug affects 1 person
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

Each month I receive my salary payment, and I split it into categories: income, tax, welfare, etc. I just wish I could apply a template for this case. Even if the values differ, I would correct them, but the split categories would already be there.

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

this already exists

Revision history for this message
Pedro Miguel de Andrade Quental Mendes (pal-mendes) wrote :

I find that possible when I create a new transaction. What happens is that I want apply a template to an existing transaction.

Revision history for this message
Pedro Miguel de Andrade Quental Mendes (pal-mendes) wrote :

What happens is that at least once a month I import a QIF file to HomeBank. The salary payment transaction, whose value slightly changes each month, is correctly assigned, but unfortunately automatic categorization does not support splitting. That's why I have to manually edit the transaction to create the splits.

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

so at last what you would like is that the template dropdown is still available when you edit a transaction

Revision history for this message
Pedro Miguel de Andrade Quental Mendes (pal-mendes) wrote :

Yes!

Maxime DOYEN (mdoyen)
Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
importance: Undecided → Wishlist
milestone: none → 5.8
status: New → Confirmed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Confirmed → In Progress
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

I added this as a user preference false by default:
[x] Show template list when edit

Changed in homebank:
status: In Progress → Fix Committed
summary: - wish: Applying template with split categories to existing transaction
+ wish: preference to use the template list when edit a transaction
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
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