wish: pending status for imported transaction

[J]

After importing transactions from QIF, I like to keep them in a 'pending queue.' The Remind status is perfect for this, but currently, I have to manually go into each account & change the status for each imported transaction to 'Remind' before quitting (as the 'newly imported' icon will not be present on the next session).

It would be nice if Automatic Assignments could be used to assign "everything" (i.e. every imported transaction) to Remind, so that the Remind window could effectively serve as the queue.

Bonus: the ability to remove transactions from Remind via context menu in the Remind window. Currently I need to double-click each, bring up the edit dialog, change it there, & close the dialog.

[Maxime DOYEN (mdoyen)]

Indeed, you use the Remind status out of what is was designed for.

Status must not (and will not) be changed by the assignment rules, which handles the classification of transaction (category, payee, payment). Nor must be (and will not be) mass editable.

Let's start from the beginning:
What do you mean by: "keep them in a 'pending queue'." ?
And why to do this ?

=> What I need to understand is your initial use case, or workflow you try to design, NOT the way you try to divert the HomeBank function to achieve it.

[J (metal450)]

>>What I need to understand is your initial use case, or workflow you try to design

The behavior I'm trying to reproduce: when I import a QIF, all imported transactions go into a "queue" - a list where I can accept/resolve them one at a time. I essentially use it like a ToDo list, where every time new transactions are imported, they automatically go into that list. Some items I can just resolve right away (aka they get removed from that list), some may stay there for a while, reminding me to come back & deal with them. To me, that sounded exactly like the purpose of "remind" - the only difference being that I'd like each newly imported transaction to automatically appear in that list, to remind me to review it until I've had a chance to do so.

In Quicken, this behavior is enabled by unchecking Preferences->Downloaded Transactions->Automatically add to xx registers. In their case, the transactions don't actually get added to the register until you "accept" them, but that's not actually important to my - the goal is simply to have all new transactions appear in a list so that they can be reviewed, or left in that list as a reminder to review them later.

>>Indeed, you use the Remind status out of what is was designed for.

Isn't that exactly what Remind was designed for? To have a place to put transactions that you'd like to be reminded to review/check/handle? :)

[J (metal450)]

And one clarification: I know that *while* you're importing the QIF, there are dialogs showing the transactions that will be imported. That's something different though: in this case, the import takes place, all the transactions from all the accoutns are brought into the registers. Then I have one central queue with all the new stuff, where I can maybe resolve one or two easy ones right now, leave the rest to be resolved later. If you've ever used Quicken, it's easy to see the behavior - that's what I'm trying to migrate away from, hopefully to Homebank :)

[Maxime DOYEN (mdoyen)]

ok, so what you need is to mark transaction, manually or maybe automatically.
so this is similar to #1600356

[J (metal450)]

...That's actually not what I'm looking for, unless that also included once central list on the main UI - exactly like the "remind" list - where only "marked" items would appear.

(Really, what I'm looking for is precisely "remind" - just simply with the option to automatically toggle that status for items that are imported...)

[J (metal450)]

Circling back to this, as another 2.5 years have elapsed. I'm still using Quicken, but would still love to move to HomeBank - but am uncertain how to solve this.

I did find another user asking for almost the exact same thing, from 10 years ago, here: https://bugs.launchpad.net/homebank/+bug/998971 . Unfortunately, I'm not really clear on your suggested resolution from 2012, & when I asked about it 2 years ago, didn't receive any reply.

Is there some existing approach for "pending transactions", per that other user's post, or per my post above...?

Thanks

[Maxime DOYEN (mdoyen)]

With 5.8 and waiting something more dedicated maybe, you can use flags.

But this enable to mark txn , they still in the flow which is part of the behavior of quicken
https://help.quicken.com/display/WIN/Pending+Transactions+Preferences

I will play a little with that into quicken, but probably as simple as a marker + outflow status

[J (metal450)]

I just installed 5.8, but I wasn't able to see how to accomplish this?

Upon importing transactions, there's a way to have all newly-imported transactions automatically have a flag, and then to have a consolidated view of all those flagged transactions (exactly like the "Remind" pan), from which you can un-flag them as they're dealt with?

Still the exact, perfect, ideal solution seems to be if there were simply the ability to auto-assign "remind" to each imported transaction. I'm not seeing a way to auto-assign "flag" to each imported transaction, and then a pane like "remind" from which they can be reviewed in future sessions.