https://bugs.kde.org/show_bug.cgi?id=478530
Bug ID: 478530
Summary: Warn users when they are adjusting transaction that
will affect a time period already reconciled
Classification: Applications
Product: kmymoney
Version: 5.1.3
Platform: Fedora RPMs
OS: Linux
Status: REPORTED
Severity: wishlist
Priority: NOR
Component: general
Assignee: kmymoney-de...@kde.org
Reporter: jvap...@yahoo.com
Target Milestone: ---
SUMMARY
Consider the situation when a user has a transaction that will modify the
amount for a reconciled time period.
Given accounts:
Asset: Bank checking Reconciled to date 11/01/23
Liability: car note not reconciled
Expense: other-expenses
The bank checking account is reconciled with some transactions going to
other-expenses. However, one of the transactions was intended go towards the
liabilities.
When user is reconciling the Liabilities account, they may noticed that the
transaction for the car note is missing. If they try to enter the transaction,
KmyMoney will not complain even if they enter the new transaction for
10/15/2023.
STEPS TO REPRODUCE
1. Create a checking account, liability and expense account.
2. reconcile the checking account to date
3. Enter a new transaction in the Liability account that will affect the
checking account prior to the date of reconciliation.
OBSERVED RESULT
KMyMoney does not warn the user.
EXPECTED RESULT
KMyMoney should warn the user that the entering the transaction will cause a
reconciled time period on the partner account to no longer be reconciled.
KMyMoney should then un-reconcile the checking account as of the date of the
new transaction.
SOFTWARE/OS VERSIONS
Linux/KDE Plasma: Fedora Linux 39 (Workstation Edition) - Gnome
KDE Plasma Version: N/A - Using Gnome
KMyMoney: Version 5.1.3-33a66be8a
KDE Frameworks Version: Version 5.108.0
Qt Version: Version 5.15.10 (built against 5.15.10)
ADDITIONAL INFORMATION
It does warn when you attempt to adjust a transaction that is already in the
ledger in a reconciled state. However, it does not warn if you add a new
transaction into a reconciled time period.
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