wish: feature to merge 2 transactions

[Luis Blanco]

First of all, thank you very much for your work and dedication, HomeBank is amazing!

Normally when I know I'm going to have a transaction in the future, I enter it manually as a reminder. Later, when I import my bank data into HomeBank, I have to fill in the transaction that I initially created with the data that I originally did not know about and delete the same transaction from the data that I imported to avoid duplicates.

To speed up this task, I think it would be useful to have a button that allows you to "merge" two selected transactions. It could be something similar to the multiple editing option: the user selects two or more transactions and when pressing the "merge" button a window appears that allows the user to select for each field "info, memo, etc" which information to keep (i.e. , the information that appears in one transaction or another). By clicking accept, HomeBank eliminates all transactions and leaves only one with the selected data.

What is your opinion?

[Maxime DOYEN (mdoyen)]

So, when you import your statement file, there is already a possible de-duplication process, once you target the account, similar txn are unchecked for import.

later, after import you also have the the tool menu Mark duplicate with a daygap.

[Luis Blanco (luislblancod)]

That's true, but if I'm not mistaken, those tools don't allow you to merge data from duplicate transactions.

What I am referring to is a tool that, once two or more duplicate transactions have been selected, allows you to choose which data from each transaction will be saved in the transaction that remains after eliminating the duplicates.

[Maxime DOYEN (mdoyen)]

with limitation of 2 txn to merge
beyond that the display would be a mess.

[Luis Blanco (luislblancod)]

Thanks for considering the idea. I think it could be done for more than two transactions easily with a tool very similar to the "edit multiple transactions" window.

The user first selects the transactions, then, clicking on "merge" opens a window that, for the information field, allows the user to choose between the data of the selected transactions. Finally, when you click accept, the selected transactions are deleted and a new one appears with the data chosen in the previous window.

I attach a drawing of what the process might look like.

[TonyIT (nc8430)]

Good idea for me too!
But think a bit bigger: this tool could ALSO be able to aggregate transactions, so the amount in your example could/must be 12,40€

Merge OR Aggregate: the only difference is that in the second case, the amount is the sum of all the selected transactions.