https://bugs.kde.org/show_bug.cgi?id=510115
Bug ID: 510115
Summary: MS Money import: Ignore (/import?) Classifications
Classification: Applications
Product: skrooge
Version First 25.1.0
Reported In:
Platform: Ubuntu
OS: Linux
Status: REPORTED
Severity: normal
Priority: NOR
Component: general
Assignee: [email protected]
Reporter: [email protected]
Target Milestone: 25.1.0
Created attachment 185412
--> https://bugs.kde.org/attachment.cgi?id=185412&action=edit
Screenshots of classifications in MS Money and Skrooge
SUMMARY
Alongside Payees and Categories, MS Money can also have up to 2
"Classifications" per transaction - these are very similar to Trackers in
Skrooge.
See the "Add Classification" screenshot for the MS Money introduction
Each of the classifications can be set to one of 6 pre-defined types (Family
members, Properties, Projects, Hobbies, Holidays and Job expenses) or a user
defined type.
Each Classification is then a tree of user defined sub-classifications. Each
can sub-classification can have a further level of sub-sub-classifications.
(Each tree can only be up to two levels deep.)
Each Transaction can have zero, one or two classifications (up to one of each)
set for it - see the Transaction screenshot.
The classifications are held in the CAT table in MS Money and appear in the
categories.json file from sunriise - regular categories have classificationId
== 0, while classifications are 1 or 2.
Skrooge currently imports the classifications, but places them in the
Categories, at the top level, alongside EXPENSE and INCOME - see Skrooge
screenshot.
Unfortunately, the classifications set for a transaction don't (currently?)
appear in transactions.json, if they did, maybe they could then be imported as
trackers in Skrooge?
(The classifications on transactions are columns IHcls1 and IHcls2 in the MS
Money TRN table. The Classifications are in the CT table e.g. 0:Categories,
1:Holidays 2:UserDefined.)
STEPS TO REPRODUCE
1. Start with a New document. Remove unused categories (i.e. all of them)
2. Import a MS Money file containing transactions with classifications (I'll
attach)
3. Look at the categories list
OBSERVED RESULT
Classifications are imported alongside the categories (see screenshot)
EXPECTED RESULT
Minimum: The Skrooge import should ignore the classifications (classificationId
!= 0) and not add them to the Categories tree.
Maybe: Skrooge could import classifications as trackers, but this would require
a change to sunriise to export them for transactions first.
As Skrooge trackers are a one dimensional list, each leaf in the classification
trees would become a tracker, named something like "Holidays: Russia 2023:
Moscow" to reflect the path to the leaf.
(The user would then either have to manually consolidate the
sub-sub-classifications or create reports etc that include all "Russia 2023: x"
trackers to obtain all transactions relating to "Russia 2023".)
The importer would probably just have to report an error if a transaction has
two classifications (assuming that a Skrooge transaction can only have one
tracker associated with it?) - I don't think it's very common for a transaction
to have two classifications anyway?
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