wish: hide useless payee/category to lighten autocomplete/lists
Bug #1826360 reported by
Bruce
This bug affects 5 people
Affects | Status | Importance | Assigned to | Milestone | |
---|---|---|---|---|---|
HomeBank |
Fix Released
|
Wishlist
|
Maxime DOYEN |
Bug Description
In a situation where you have several accounts dating back several years, and in those old accounts you have some payees that you are no longer doing business with or were a one-time payment, I would like to have the ability to only show in the list of payees the ones that have been used in the current account that you are working in. Or, when adding a transaction, to only show payees from open accounts. My list of payees is growing quite long but many of them are no longer relevant for adding transactions to currently open accounts. So it would be like linking payees to one or more accounts.
Changed in homebank: | |
status: | Incomplete → New |
Changed in homebank: | |
status: | New → Confirmed |
tags: | added: data-structure |
Changed in homebank: | |
milestone: | none → 5.6 |
summary: |
- wish: Obsolescence of Payee/Category + wish: archive payee/category to lighten the lists |
Changed in homebank: | |
status: | Confirmed → In Progress |
Changed in homebank: | |
status: | Fix Committed → Fix Released |
summary: |
- wish: archive payee/category to lighten the lists + wish: archive useless payee/category to lighten the lists |
summary: |
- wish: archive useless payee/category to lighten the lists + wish: hide useless payee/category to lighten the lists |
summary: |
- wish: hide useless payee/category to lighten the lists + wish: hide useless payee/category to lighten autocomplete/lists |
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You could just start a new file, after all you use a personal finance tool to track your business, and payee for personal usage do not vary that much.
The payee is like Categories, is it global to the HomeBank file, so just forget about me making a relation between Account and Payee, which by the way make no sens (for what Hb is supposed to be used).
Anyway, introduce a Payee/Category obsolescence worth a thought, something like and archived status that lead to:
- they are no more displayed in the autocomplete or list
- but still valid if you enter it
Still to decide if that flagging should be manual or quite automated.
Anyone else opinion on this ?