wish: "advanced mode" for display of assignation rules, to go faster in checking what rule is doing what.

Bug #2042037 reported by HelloTheWorld
10
This bug affects 2 people
Affects Status Importance Assigned to Milestone
HomeBank
New
Wishlist
Unassigned

Bug Description

I'm new to Homebank, but not to account verification and categorization. I used YNAB before their subscription model (...flashback to 2005...), and I actually switch from a Excel sheet with "Manuel assignation" to Homebank in order to automate those assignments. I don't want to create a load of conditional rules neither a VB script.

I want to automatically categorize my OFX not as much as possible, to manage only the few unusual transactions (...maybe 90% of my OFX shall be automatically categorized...)

I'm a power user (at least I believe I am) and I am using regex (regular expression) to auto categorize, auto assign paiement method.

Thus, I barely started, but have already a bunch of rules.

I agree that the UI must be (and stay) clean, but as a power user I am and frustrated to have to open each and every rule to check to regex and/or if the category modifier radio button is on "replace" of "if empty".

MY WISH :
To be able to activate a "power user view" with the same tables (rule name, rule note, etc), but in addition, many columns, showing nothing fancy but the information shown in the "rule modification" window:
- filter/rule applied (the rule's string)
- case sensitive (Y/N)
- regex (Y/N)
- category behavior (disabled/if empty/replace)
- category name (the category name)
- paiement behavior (disabled/if empty/replace)
- etc
- etc

You get the point.

THUS, even if MODIFICATION shall not be accepted in the table, it would be *much* easier for review, control and QA of what I did.

I don't think it's a big thing, even if it could overflow newcomers with big tables.

If it's to complicated, at least being able to EXPORT this complete list in a click of a magical "export détaillée list of rules and parameters" button could be enough to ease the job without exploding the UI/UX

Running on windows, HomeBank-5.7.1-setup.exe, portable installation.

Thanks in advance

Maxime DOYEN (mdoyen)
Changed in homebank:
importance: Undecided → Wishlist
Maxime DOYEN (mdoyen)
tags: added: assignment user-interface
Revision history for this message
HelloTheWorld (loic-dupont) wrote :

A big thanks for the assignment window update. muuuuuuch bigger (...too big, may be, now ?! See attachement... Anyway, better too much than not enough)

Thus, I still believe that we have muuuuuch space to add proposed columns with empty cell, or checkbox'd cells ✔️, to fastly check if regex in active, and so one.

Anyway, you rule, you're the boss, and you have no mpore than 2 arms (I hope), so consider it as a humble proposition, not a royal degree request.

Thanks for your hardwork :)

Revision history for this message
HelloTheWorld (loic-dupont) wrote :
Revision history for this message
HelloTheWorld (loic-dupont) wrote :
To post a comment you must log in.
This report contains Public information  
Everyone can see this information.

Other bug subscribers

Remote bug watches

Bug watches keep track of this bug in other bug trackers.