[kmymoney] [Bug 387538] How to make imported transaction a Transfer

[Eugene McClain]

https://bugs.kde.org/show_bug.cgi?id=387538

--- Comment #4 from Eugene McClain  ---
 Thank you.
On Sunday, December 3, 2017, 1:33:12 AM CST, Thomas Baumgart
 wrote:  

 https://bugs.kde.org/show_bug.cgi?id=387538

Thomas Baumgart  changed:

          What    |Removed                    |Added

            Status|UNCONFIRMED                |RESOLVED
        Resolution|---                        |INVALID

--- Comment #3 from Thomas Baumgart  ---
Having two accounts at the same bank and import both might initially end up
with two distinct transactions: one a withdrawal the other one a deposit (with
or without category assignment doesn't matter at that point). The next step
would be to assign the 'opposite' account as category to each of them. This
will lead to false balance information as the transaction now appears twice in
both accounts (they are still distinct transactions. Deleting one of them does
not help here, because each of them carries information for one account to
detect duplicates during the next import. This will be deleted as well and in
case you import the file again the transaction will reappear.

The solution to this is to select both transactions in one account and 'merge'
them into one using 'Transaction/Match'.

p.s. Please use the forum at https://forum.kde.org/viewforum.php?f=69 or the
mailing lists for user questions. Since it is not a bug, I close it here.

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[kmymoney] [Bug 387538] How to make imported transaction a Transfer

[Thomas Baumgart]

https://bugs.kde.org/show_bug.cgi?id=387538

Thomas Baumgart  changed:

   What|Removed |Added

 Status|UNCONFIRMED |RESOLVED
 Resolution|--- |INVALID

--- Comment #3 from Thomas Baumgart  ---
Having two accounts at the same bank and import both might initially end up
with two distinct transactions: one a withdrawal the other one a deposit (with
or without category assignment doesn't matter at that point). The next step
would be to assign the 'opposite' account as category to each of them. This
will lead to false balance information as the transaction now appears twice in
both accounts (they are still distinct transactions. Deleting one of them does
not help here, because each of them carries information for one account to
detect duplicates during the next import. This will be deleted as well and in
case you import the file again the transaction will reappear.

The solution to this is to select both transactions in one account and 'merge'
them into one using 'Transaction/Match'.

p.s. Please use the forum at https://forum.kde.org/viewforum.php?f=69 or the
mailing lists for user questions. Since it is not a bug, I close it here.

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[kmymoney] [Bug 387538] How to make imported transaction a Transfer

[Eugene McClain]

https://bugs.kde.org/show_bug.cgi?id=387538

--- Comment #2 from Eugene McClain  ---
 Thank you for the quick answer.  The transfer was between accounts at the same
bank.  It came is as a withdrawal.
Eugene McClain
On Saturday, December 2, 2017, 2:56:20 PM CST, Jack
 wrote:  

 https://bugs.kde.org/show_bug.cgi?id=387538

Jack  changed:

          What    |Removed                    |Added

                CC|                            |ostroffjh@users.sourceforge
                  |                            |.net

--- Comment #1 from Jack  ---
Yes, you can convert a deposit or withdrawal to a transfer.  You have to remove
the category first, then you can change the transaction type.  Then you can
change whether it is "to" or "from" if necessary, and then specify the other
account.

The problem with transfers, is that from the bank's perspective, a transaction
is only a transfer if the other account is also at the same institution. 
Otherwise, to them it really is a deposit or withdrawal.

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[kmymoney] [Bug 387538] How to make imported transaction a Transfer

[Jack]

https://bugs.kde.org/show_bug.cgi?id=387538

Jack  changed:

   What|Removed |Added

 CC||ostroffjh@users.sourceforge
   ||.net

--- Comment #1 from Jack  ---
Yes, you can convert a deposit or withdrawal to a transfer.  You have to remove
the category first, then you can change the transaction type.  Then you can
change whether it is "to" or "from" if necessary, and then specify the other
account.

The problem with transfers, is that from the bank's perspective, a transaction
is only a transfer if the other account is also at the same institution. 
Otherwise, to them it really is a deposit or withdrawal.

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