Comment 3 for bug 1746785

Hi Maxime,

Thanks for the quick response. So often, requests such as mine disappear
into a black hole never to be heard of again. I'm just delighted to hear
back from you!

I'm an ex quicken user and if you want chapter and verse on why HomeBank is
so much better for what I want to do, let me know.

Understood on my points 2) and 3).
Frankly I'm not sure how currency should function except we have an
exchange rate already in the system so a conversation should take place
somewhere.

If I open an account in a foreign bank with an exchange rate of say 1.5 to
the base currency - in my case the US Dollar, I think the home page that
effectively shows your net worth, assets, liabilities, bank balances etc.
should all be in the base currency. Otherwise it could be misleading. I
open an account with $10,000 US and it shows I have 15,000 but, this is in
a foreign currency, not my base currency.
But somewhere, maybe the account window itself, I want to know the balance
in the foreign currency so I know if I have enough to buy an item in that
country.

Sorry if this is bit simplistic and ill informed, I would simply like to
help make HomeBank an even better product than it all ready is.

Best Regards

Terry Lunn

On Feb 6, 2018 2:55 PM, "Maxime Doyen" <email address hidden> wrote:

Hey,

1) So you mean you change an account currency and I have forgotten to
convert the start balance, I will check, it might !

2) yes, use the templates, and/or scheduled transaction

3) I am rewriting the import and I will take this into consideration for
sure
the new import is just a dropdown, but I will try to set a default
something or if there is only 1 account to preset it, which at end make
sense.

Nop, newbie we were all at a time :D

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https://bugs.launchpad.net/bugs/1746785

Title:
  Clarification and suggestion - maybe a bug

Status in HomeBank:
  New

Bug description:
  Maxime, Not sure if this is the best way to contact you. Love the
  product, its does everything I need.

  The "maybe" bug is in applying a currency with a different exchange
  rate to an account. The value of the account in the account window is
  still the foreign currency value - should it not convert to the US$
  amount so that the totals are correct? Maybe I'm missing something.

  Clarification - If I assign a split and that transaction occurs on a
  regular basis it would be great to "assign" the split to the new
  transaction so you don't have to keep putting each line in every time
  - again I'm probably missing something.

  Suggestion - very minor but I think most people import to existing
  accounts all the time. It would be easier to make this the default
  rather that having to "change action" every time. I'm all for fewer
  button presses!!

  Sorry if this is all not applicable. I'm a newbie.

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