Wish: Ability to individually play scheduled transactions from the list
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.
description: | updated |
Changed in homebank: | |
assignee: | nobody → Maxime Doyen (mdoyen) |
importance: | Undecided → Wishlist |
status: | New → Confirmed |
Changed in homebank: | |
milestone: | none → 4.6 |
summary: |
- Wish: Ability to individually play archive/automated transactions from - the list + Wish: Ability to individually play scheduled transactions from the list |
Changed in homebank: | |
status: | Confirmed → In Progress |
Changed in homebank: | |
status: | Fix Committed → Fix Released |
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.