wish: change order of transactions

Bug #1749457 reported by rugk on 2018-02-14
38
This bug affects 7 people
Affects Status Importance Assigned to Milestone
HomeBank
Wishlist
Maxime DOYEN

Bug Description

I'd like to change the order of transactions via drag and drop.

Or, maybe you find another solution, so let's tackle my problem here.

(In a new account)
1. Create a transaction "-5" (currency does not matter here).
2. Now you notice that you forgot to add the credit transfer (or, whatever) to this account, so add an item, which has a "+10" value.

You did both on the same day!

What happens:
You have a -5 saldo value in your history, which is incorrect, as you, of course, first transferred the money and then bought something. So

What should happen:
I should be able to change the order of transactions happened on the same day in oder to correct such things.

Current workaround:
Change the date of transaction 1 ("-5") into the future. Save. Change the date back to "today". -> Transaction 1 will be the listed below transaction 2.

Best solution IMHO:
Just allow drag and drop for that thing in general. It may automatically adjust the date if it is dragged over a newer/older transaction.

Maxime DOYEN (mdoyen) wrote :

from a bank point of view, the bank balance will be the same no matter the order the txn are within a same day. The running balance will of course an reading it you might miss the changes order.

if you have a balance of 100.00 on Jan 1st then

             runbal bnkbal
20/01 -80.00 20.00 30.00
20/01 +10.00 30.00 30.00

rugk (48509946-3) wrote :

Yeah exactly. As said, it just looks ugly when you have e.g. a negative (red!) number in your log there, while you actually never had that account balance in real life.

Maxime DOYEN (mdoyen) on 2018-03-17
summary: - Change order of transactions via drag & drop
+ wish: change order of transactions
Jake Helbig (jhelbig) wrote :

I agree. Most of the imports that are consumed by HB already have either timestamps that declare order or a financial transaction ID or 'FITID'.

Sameera (sameerasmail) wrote :

I agree with Jake's comment #2. It looks ugly when you see negative balances during the day (when you forgot to input credit transactions first). That is why i made same request to allow re-order the day's transactions by adding a time to transactions or by numbering them or moving them up/down to adjust to the correct order.

Thanks.

GeoDot (hertzg) wrote :

This would also help when you are working with imports and would like to find one missing transaction by opening two account history and comparing side by side.

Currently its very hard when history is for a year and includes all transactions.

TonyIT (nc8430) wrote :

You can add an option to let the user decide if have the balance shown in every transactions or only when the date of transaction is <> from the previous.

TonyIT

kjdfofghdfrke (kjdfofghdfrke) wrote :

Not only it looks ugly, but it's very important to have this function because it's a mess to check many transactions if they are not in the same order, as displayed by the bank's website for example, having the budget not go below zero is very important to actually check and compare before reconciliation. This might be implemented via drag & drop, and also via up/down arrows, so bug #1814452 can be fixed in the same way.

Maxime DOYEN (mdoyen) on 2019-03-01
Changed in homebank:
importance: Undecided → Wishlist
assignee: nobody → Maxime DOYEN (mdoyen)
Maxime DOYEN (mdoyen) on 2019-03-02
tags: added: transaction
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