wish: improve editing multiple items

[Nickzeff]

Hi. Nice, simple piece of software. Thanks so much for all your years of work.

*** Requested Functionality ***

I would really like to be able to update the fields of multiple transactions at once.

Currently, you must double-click each individual transaction you wish to update, then edit the fields before updating.

This would be particularly useful for categories. After importing my transactions, I usually have quite a few items which have not had categories assigned by automatic assignment. I would like to be able to select all of my grocery transactions, for example, and update the category for all of them.

*** Suggested Implementation ***

A good way of implementing this would be to allow the user to select the transaction items first via the checkboxes on each row, then click an edit button. Then the "multiple edit" dialog appears (which would be very similar to the single item edit currently in use).

For the fields where all items have the same value, that value would appear. Where there are different values, holding text could appear, such as <keep values>. Where all items have no value in that field, then it would appear as blank.

For an example of where this has been implemented really well, I have attached a screenshot of the mp3 tag editing program mp3tag. This uses the same principle when editing the tags of multiple audio files at once.

*** Example ***

Let's say I have 3 transactions I want to edit, all made from my Cheque account. All are on the date 10/5/2011. The amounts are all different (say -$10, -$20, -$15). There are no categories assigned for these transactions.

So If I select these 3 transactions and click edit, then the fields would appear as follows:

Date: 10/5/2011
Amount: <keep values>
Account: Cheque Account
Category:

The user could then overwrite any values they wished and do a multiple update. Any fields left untouched would mean that the original values for those fields on all items would not be updated.

I hope I have been clear in my description! Anyone else keen for this functionality?

[Nickzeff (nick)]

This wish is related to wish 872688 (https://bugs.launchpad.net/homebank/+bug/872688)

872688 could be implemented using my suggestion above.

[Henk (2hhaas-deactivatedaccount)]

A wish which I strongly support.

[Alexander (istrasoft)]

I also find that is one of a very few features missing in Homebank that could make it even more perfect !

[Maxime DOYEN (mdoyen)]

Will have a look at this.

[Nickzeff (nick)]

Thanks so much Maxime - really appreciate it.

[Alexander (istrasoft)]

So do I :)

[Maxime DOYEN (mdoyen)]

Hi guys,

Reading this wish again, the feature already exist, not working the same way, but enable you to massively change transactions values:
http://homebank.free.fr/help/03trans_add.html#multiple

If it's okay, then close this wish bug, if not, let me know.

[Benoit Darrot (benoit-darrot)]

Correct link to help manual is here : http://homebank.free.fr/help/use-tipsandtricks.html#multitxnedit