wish: optional default transaction template for each account

Bug #1008629 reported by Francois Trahan on 2012-06-04
42
This bug affects 6 people
Affects Status Importance Assigned to Milestone
HomeBank
Wishlist
Maxime DOYEN

Bug Description

Every account has typical transaction types. Per example, most of my credit card account transaction has "Credit Card" as a payment type. My "pocket" account transactions are always "cash" and are always validated...

The same way that we can use archives as templates, it would be interesting to be able to have a default archive associated with each account.

I must admit, I could find this useful as well

On 4 June 2012 18:49, Francois Trahan <email address hidden> wrote:
> Public bug reported:
>
> Every account has typical transaction types. Per example, most of my
> credit card account transaction has "Credit Card" as a payment type. My
> "pocket" account transactions are always "cash" and are always
> validated...
>
> The same way that we can use archives as templates, it would be
> interesting to be able to have a default archive associated with each
> account.
>
> ** Affects: homebank
>     Importance: Undecided
>         Status: New
>
> --
> You received this bug notification because you are subscribed to
> HomeBank.
> https://bugs.launchpad.net/bugs/1008629
>
> Title:
>  wish : Default transaction template for each account
>
> Status in HomeBank:
>  New
>
> Bug description:
>  Every account has typical transaction types. Per example, most of my
>  credit card account transaction has "Credit Card" as a payment type.
>  My "pocket" account transactions are always "cash" and are always
>  validated...
>
>  The same way that we can use archives as templates, it would be
>  interesting to be able to have a default archive associated with each
>  account.
>
> To manage notifications about this bug go to:
> https://bugs.launchpad.net/homebank/+bug/1008629/+subscriptions

Maxime DOYEN (mdoyen) on 2012-07-15
Changed in homebank:
assignee: nobody → Maxime Doyen (mdoyen)
importance: Undecided → Wishlist
status: New → Confirmed
Maxime DOYEN (mdoyen) on 2012-10-28
tags: added: data-structure
Maxime DOYEN (mdoyen) on 2012-12-16
summary: - wish : Default transaction template for each account
+ wish: Default transaction template for each account
Maxime DOYEN (mdoyen) on 2014-03-16
Changed in homebank:
milestone: none → 4.6
Maxime DOYEN (mdoyen) on 2014-04-13
Changed in homebank:
milestone: 4.6 → none

Any plans to implement this anytime soon?

Maxime DOYEN (mdoyen) on 2017-02-10
Changed in homebank:
status: Confirmed → New
Maxime DOYEN (mdoyen) wrote :

no plan to do this for now.
Added from another ticket: ability to set defaut sign to negative

Maxime DOYEN (mdoyen) on 2017-10-29
Changed in homebank:
status: New → In Progress
Maxime DOYEN (mdoyen) on 2017-10-29
Changed in homebank:
milestone: none → 5.2
status: In Progress → Fix Committed
Maxime DOYEN (mdoyen) on 2017-11-01
Changed in homebank:
status: Fix Committed → In Progress
summary: - wish: Default transaction template for each account
+ wish: optional default transaction template for each account
Maxime DOYEN (mdoyen) on 2017-11-02
Changed in homebank:
status: In Progress → Fix Committed
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