wish: making “remind” status independent of “reconciled” status

[mlpo]

Hey!

It is currently possible to assign zero, one or several labels to operations, and to search using either an inclusive or an exclusive filter on labels. It is therefore only possible to search for operations that all contain one or more of the searched-for labels, or operations that contain none of the searched-for labels.

It would be great to also be able to search for inclusive/exclusive combinations, e.g. all operations that contain a label AND that do not contain another.

My usecase is as follows: I mark the advances I’ve payed in HomeBank with an “advance” label, and when I receive a corresponding reimbursement, I add the “reimbursed” label to the advance transaction. I’d therefore like to be able to easily retrieve advances that don’t have a corresponding reimbursement in HomeBank, which means searching for all operations that have the “advance” label, but that don’t have the “reimbursed” label.

Moreover, I imagine that this feature would make it possible to manage many similar situations, and in fact to enable very basic accounting lettering. It would be awesome 😁!

Thank you so much for your work!

[Maxime DOYEN (mdoyen)]

this is what remind status has been created for: don't forget people own you money back, use this instead

[mlpo (mlpo-and-mlpo)]

The problem with the “remind” status is that it is itself incompatible with the “reconciled” status. You may find yourself in a situation where the payment in advance has been debited, and is present on a reconciled statement, and so you have to choose: either the transaction must be reconciled (so that the account total matches the statement) and cannot be reminded, or left in remind status but end up with an erroneous reconciled total for the account. Both situations seem undesirable.

But if there’s a simpler solution than my requested feature while sorting out my situation, I’ll take it!

[mlpo (mlpo-and-mlpo)]

(note: making “remind” status independent of “reconciled” status could solve the problem)

[Maxime DOYEN (mdoyen)]

yes indeed to think of
I historically used status but remind is not.

also 5.8 introduce color flags to may be used to mark txn

[mlpo (mlpo-and-mlpo)]

Yes, status doesn’t seem to be the answer. Colors, on the other hand, might 🤔!