wish: change order of same day transactions
Affects | Status | Importance | Assigned to | Milestone | |
---|---|---|---|---|---|
HomeBank |
Fix Released
|
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.
summary: |
- Change order of transactions via drag & drop + wish: change order of transactions |
Changed in homebank: | |
importance: | Undecided → Wishlist |
assignee: | nobody → Maxime DOYEN (mdoyen) |
tags: | added: transaction |
summary: |
- wish: change order of transactions + wish: change order of same day transactions |
Changed in homebank: | |
milestone: | none → 5.3 |
status: | New → In Progress |
Changed in homebank: | |
status: | In Progress → Fix Committed |
Changed in homebank: | |
status: | Fix Committed → Fix Released |
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