wish: jump to other end of transfer transaction

[Adam Dingle]

I'm running HomeBank 5.7 on Ubuntu 23.04 with GTK 3.24.37.

Suppose that a transaction is a transfer between accounts A and B, and I'm looking at the transaction in the register for account A. It would be nice if there were a button or context menu item that would jump to the same transaction in the register for account B. At the moment there's apparently no way to do that, so I have to find the transaction in B's register manually, which is a bit of a nuisance.

[Kinnin Vo-Shay (vo-shay)]

This is related, in terms of concept and workflow, to bug #1867979.

[Maxime DOYEN (mdoyen)]

this is the question I was to ask: what for change the date ?

[Adam Dingle (adam-yorba)]

Thanks for the reply, however I don't understand your question. This suggestion has nothing to do with dates - I'm just asking for a way to jump between the two sides of a transfer transaction. Suppose that on Oct 8 I transfer $100 from account A to account B. The register of account A might look like this:

Oct 6: ...
Oct 7: ...
Oct 8: > B $100 (*)
Oct 9: ...

The register of account B might look like this:

Oct 4: ...
Oct 6: ...
Oct 8: < A $100 (*)
Oct 9: ...

If I'm looking at the starred transaction in the register of account A, I'd like a way to jump to the corresponding starred transaction in the account B register.

[Maxime DOYEN (mdoyen)]

You don't need this. A transfer is a single transaction. When you open/edit a transfer, any change is propagated to the target transaction, exception of the date and status.
http://homebank.free.fr/help/00-lexicon.html#txntransfer

=> that's why I was asking my question
because what you ask except for that, which is already asked in wish #1867979, like kinnin said.

[Adam Dingle (adam-yorba)]

My goal here is not to make changes to the transaction. I only want to see the other end of the transaction with its surrounding context in the other register. For example, suppose that on July 1 I transfer $1000 from Checking to Cash. Later, when I'm looking through the Checking account and see that large cash withdrawal, I might wonder: what happened to that cash I withdrew? What did I spend it on? To find out, I need to look at the transactions that come shortly after it in the Cash register. And so it would be convenient to be able to jump to that same transaction in Cash.

[Maxime DOYEN (mdoyen)]

"At the moment there's apparently no way to do that, so I have to find the transaction in B's register manually, which is a bit of a nuisance."

Finally your use case is that you are editing an account and would like an action to open another with target txn selected

=> and from menu transaction > showall ordered by date ?

you can achieve that with this existing feature, this view is dedicated to such use case, you will be able to see transaction mixed withing account, use filters, quickfilter etc.

[Adam Dingle (adam-yorba)]

It's true that if I open Transactions -> Show All and order by date, then I can see transactions from all accounts. And if I have a transfer from A to B, then I can see both halves of the transaction (A -> B and B <- A) in that window. Sometimes that's convenient.

However, once again here is my use case: I'm looking at the transaction A -> B in register A, and I want to see the transaction B <- A, surrounded by my other transactions in B. As you suggested, I could open Transactions -> Show All as you suggested, and find the transactions A -> B and B <- A in it. However, really I just want to see the transactions of B, so I'm more likely to open the register of B, order by date, and find the transaction B <- A there. It's not incredibly hard, however it's a "bit of a nuisance" as I mentioned above.

By the way, I'm used to this feature (jumping to the other side of a transaction) from GnuCash. In GnuCash it's called "Jump to the other account" in the transaction context menu. I switched from GnuCash to HomeBank a few years ago, since I find HomeBank easier to use in general.