wish: add colour flag/group to transaction

Bug #1600356 reported by TonyIT
24
This bug affects 4 people
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

It will be helpful a way to point out some transactions with a visible flag, maybe colored, to put it in evidence.
I'm thinking about a set of 5 flags, no more, with different color. Easy to set and easy to remove also in multiple selections.

Thanks for all.

Ciao

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

Do you have something like this in mind ?

Changed in homebank:
status: New → Incomplete
Revision history for this message
TonyIT (nc8430) wrote :

Yes.
Very nice. Like category in Outlook MS.

And the user may change the colors name with labels like:
- "Never again!"
- "To be refunded."
- "In evidence."
- etc

Maxime DOYEN (mdoyen)
Changed in homebank:
assignee: nobody → Maxime Doyen (mdoyen)
importance: Undecided → Wishlist
status: Incomplete → Confirmed
summary: - usability - point out transactions
+ wish: add coloured flags to transaction
Maxime DOYEN (mdoyen)
tags: added: data-structure usability
Revision history for this message
Maxime DOYEN (mdoyen) wrote : Re: wish: add coloured flags to transaction

from #1875100:
to consider: use one of the flag to mark last imported txn

Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.6
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.6 → none
Maxime DOYEN (mdoyen)
summary: - wish: add coloured flags to transaction
+ wish: add colour group to transaction
Maxime DOYEN (mdoyen)
summary: - wish: add colour group to transaction
+ wish: add colour flag/group to transaction
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.8
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Confirmed → In Progress
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

sample !

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

so 6 flags created
assign to transaction from the register only, as this is used to mark txn in the overall
quickfilter into the register
shortcut CTRL+0 > 6 to quick assign
no specific label

Changed in homebank:
status: In Progress → Fix Committed
Revision history for this message
J (metal450) wrote :

I noticed this was marked as duplicate of https://bugs.launchpad.net/homebank/+bug/1875100

As commented back in 2020 (I never got a reply), I'm not quite sure this resolves what I was trying to achieve.

Basically after I import any transactions from QIF/CSV, I'm trying to have once central "list" of all the newly-imported transactions, just like "Remind". Then I can manually "resolve" them from there (in any order in the future - i.e. I may import more, then resolve them next week, etc).

If I could auto-flag all transactions as "remind" when they're imported, so that I can later manually remove the reminder flag, this would exactly achieve what I'm trying to do. You said that's not acceptable, and marked it as duplicate as this. However, it seems this only achieves that workflow if there's i.e. a central list of "flagged" transactions - just like the "Remind" tab, but another for "Flagged"?

Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → In Progress
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

Indeed, I break your wish apart for review.

Once a bug is marked as duplicated its complex to get track of feedback, only have notification by email, but as I get hundred per day, might have been the needle in the haystack.

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