https://bugs.kde.org/show_bug.cgi?id=513035
Bug ID: 513035
Summary: Feature request - prompt user for action when
importing a payee that doesn't match any entry
Classification: Applications
Product: kmymoney
Version First 5.1.3
Reported In:
Platform: Other
OS: Linux
Status: REPORTED
Severity: wishlist
Priority: NOR
Component: importer
Assignee: [email protected]
Reporter: [email protected]
Target Milestone: ---
SUMMARY
It would be very helpful if the import wizard would prompt the user during
import if a transaction doesn't match any existing payee. Ideally this would
give the user the ability to either select the correct payee which would add a
new entry to the matching rules; or to proceed with creating a new payee. This
would greatly simplify the process of reconciliation, avoiding the need to
track down the incorrectly imported payee, reassigning the transaction to the
correct payee, and then updating the matching rules so it doesn't happen in the
future.
REASONING
Many merchants use third-party payment processors (ex: Square) that show up on
bank/credit card statements with variable values such as SQ# <VENDOR> <#>.
These formats aren't always standardized and are known to change without
warning. I am aware the user currently has the option to update matching rules
to account for differences. However, doing so requires either looking at the
export and updating the rules prior to each import; or by catching the mismatch
after import then manually updating the rule and cleaning up transactions
post-import. I find myself usually in the latter case; being surprised of a
new name and having to do clean up. With more third-party processing this
issues is becoming a routine annoyance.
Thanks for the consideration!
SOFTWARE/OS VERSIONS
Linux/KDE Plasma: Kubuntu 25.10
KDE Plasma Version: 6.4.5
KDE Frameworks Version: 6.17.0
Qt Version: 6.17.0-7-generic (64-bit)
Graphics Platform: Wayland
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