Transaction Matching

[Brendan Coupe]

I just compiled the latest CVS and transaction matching no longer
works. "Match" is in the right click menu but it's always grayed
out.

It works in 0.9 and in the CVS version for Ubuntu provided by Clay
Weber (071208cvs).

--
Brendan

-------------------------------------------------------------------------
This SF.Net email is sponsored by the Moblin Your Move Developer's challenge
Build the coolest Linux based applications with Moblin SDK & win great prizes
Grand prize is a trip for two to an Open Source event anywhere in the world
http://moblin-contest.org/redirect.php?banner_id=100&url=/
_______________________________________________
KMyMoney2-user mailing list
KMyMoney2-user@...
https://lists.sourceforge.net/lists/listinfo/kmymoney2-user

[Thomas Baumgart]

On Monday 21 July 2008 06:55:56 Brendan Coupe wrote:
> I just compiled the latest CVS and transaction matching no longer
> works. "Match" is in the right click menu but it's always grayed
> out.
>
> It works in 0.9 and in the CVS version for Ubuntu provided by Clay
> Weber (071208cvs).

Ah, matching has been changed a bit. Select both transactions (your
manually entered and the imported) then 'Match' becomes available.

You will have to 'Accept' the match later (you can do it for all
transactions at once - no need to deselect unmatched transactions either,
they will be silently skipped from this operation) if you're confident
with the figures. If something went wrong during matching, you can also
'Unmatch' to retrieve the original transactions. This was not possible
with prior versions.

Also, payee matching now allows to add a list of strings for matching to a
single payee. One bank sends out 'Thomas Baumgart' and another one 'Baumgart,
Thomas' for my own records, so I needed that for myself ;)  

--

Regards

Thomas Baumgart

GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
-------------------------------------------------------------
Windows are like... windows. Shiny, fragile, expensive.
-------------------------------------------------------------


-------------------------------------------------------------------------
This SF.Net email is sponsored by the Moblin Your Move Developer's challenge
Build the coolest Linux based applications with Moblin SDK & win great prizes
Grand prize is a trip for two to an Open Source event anywhere in the world
http://moblin-contest.org/redirect.php?banner_id=100&url=/
_______________________________________________
KMyMoney2-user mailing list
KMyMoney2-user@...
https://lists.sourceforge.net/lists/listinfo/kmymoney2-user

[Brendan Coupe]

I'm glad I asked. Automatic transaction matching works great, I did
not know it was possible until I dug deeper into the manual matching
problem. I can finally clean up my payees once and for all and my
ledger is no longer all upper case. I like the two ways I can match
payees, it's very flexible.

Thanks for your help.

On Sun, Jul 20, 2008 at 10:44 PM, Thomas Baumgart <thb@...> wrote:

> On Monday 21 July 2008 06:55:56 Brendan Coupe wrote:
>> I just compiled the latest CVS and transaction matching no longer
>> works. "Match" is in the right click menu but it's always grayed
>> out.
>>
>> It works in 0.9 and in the CVS version for Ubuntu provided by Clay
>> Weber (071208cvs).
>
> Ah, matching has been changed a bit. Select both transactions (your
> manually entered and the imported) then 'Match' becomes available.
>
> You will have to 'Accept' the match later (you can do it for all
> transactions at once - no need to deselect unmatched transactions either,
> they will be silently skipped from this operation) if you're confident
> with the figures. If something went wrong during matching, you can also
> 'Unmatch' to retrieve the original transactions. This was not possible
> with prior versions.
>
> Also, payee matching now allows to add a list of strings for matching to a
> single payee. One bank sends out 'Thomas Baumgart' and another one 'Baumgart,
> Thomas' for my own records, so I needed that for myself ;)
>
> --
>
> Regards
>
> Thomas Baumgart
>
> GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
> -------------------------------------------------------------
> Windows are like... windows. Shiny, fragile, expensive.
> -------------------------------------------------------------
>
> -------------------------------------------------------------------------
> This SF.Net email is sponsored by the Moblin Your Move Developer's challenge
> Build the coolest Linux based applications with Moblin SDK & win great prizes
> Grand prize is a trip for two to an Open Source event anywhere in the world
> http://moblin-contest.org/redirect.php?banner_id=100&url=/
> _______________________________________________
> KMyMoney2-user mailing list
> KMyMoney2-user@...
> https://lists.sourceforge.net/lists/listinfo/kmymoney2-user
>
>

--
Brendan

-------------------------------------------------------------------------
This SF.Net email is sponsored by the Moblin Your Move Developer's challenge
Build the coolest Linux based applications with Moblin SDK & win great prizes
Grand prize is a trip for two to an Open Source event anywhere in the world
http://moblin-contest.org/redirect.php?banner_id=100&url=/
_______________________________________________
KMyMoney2-user mailing list
KMyMoney2-user@...
https://lists.sourceforge.net/lists/listinfo/kmymoney2-user

[Fernando Vilas-2]

On Monday 21 July 2008 00:44:32 Thomas Baumgart wrote:
[...]
>
> Also, payee matching now allows to add a list of strings for matching to a
> single payee. One bank sends out 'Thomas Baumgart' and another one
> 'Baumgart, Thomas' for my own records, so I needed that for myself ;)

It would be really neat if the "Delete Payee(s)" dialog offered the option to
add the names of the ones being deleted to the list of possible matches for
the payee to which all the transactions are being reassigned.  Or does a
feature request like this go on the developer list? :-)

--
Thanks,
Fernando Vilas
fvilas@...


-------------------------------------------------------------------------
This SF.Net email is sponsored by the Moblin Your Move Developer's challenge
Build the coolest Linux based applications with Moblin SDK & win great prizes
Grand prize is a trip for two to an Open Source event anywhere in the world
http://moblin-contest.org/redirect.php?banner_id=100&url=/
_______________________________________________
KMyMoney2-user mailing list
KMyMoney2-user@...
https://lists.sourceforge.net/lists/listinfo/kmymoney2-user

[Alvaro Soliverez]

In your case, the feature request should have a patch attached, or a commit message. j/k

On Mon, Jul 21, 2008 at 9:19 PM, Fernando Vilas <fvilas@...> wrote:

On Monday 21 July 2008 00:44:32 Thomas Baumgart wrote:
[...]

>
> Also, payee matching now allows to add a list of strings for matching to a
> single payee. One bank sends out 'Thomas Baumgart' and another one
> 'Baumgart, Thomas' for my own records, so I needed that for myself ;)

It would be really neat if the "Delete Payee(s)" dialog offered the option to
add the names of the ones being deleted to the list of possible matches for
the payee to which all the transactions are being reassigned.  Or does a
feature request like this go on the developer list? :-)

--
Thanks,
Fernando Vilas
fvilas@...

-------------------------------------------------------------------------
This SF.Net email is sponsored by the Moblin Your Move Developer's challenge
Build the coolest Linux based applications with Moblin SDK & win great prizes
Grand prize is a trip for two to an Open Source event anywhere in the world
http://moblin-contest.org/redirect.php?banner_id=100&url=/
_______________________________________________
KMyMoney2-user mailing list
KMyMoney2-user@...
https://lists.sourceforge.net/lists/listinfo/kmymoney2-user

-------------------------------------------------------------------------
This SF.Net email is sponsored by the Moblin Your Move Developer's challenge
Build the coolest Linux based applications with Moblin SDK & win great prizes
Grand prize is a trip for two to an Open Source event anywhere in the world
http://moblin-contest.org/redirect.php?banner_id=100&url=/
_______________________________________________
KMyMoney2-user mailing list
KMyMoney2-user@...
https://lists.sourceforge.net/lists/listinfo/kmymoney2-user

[Brendan Coupe]

That would be very helpful.

Also I would like to have "Ignore case" on by default since I turn it
on almost every time. Maybe set the default condition in the KMM
configuration under "match transactions within days".

I'm finding lots of duplicate payees with no transactions as I'm
setting up matching. Some of them I know there has only been one
transaction yet I have 4 to 8 entries in the payees list.

On Mon, Jul 21, 2008 at 5:19 PM, Fernando Vilas <fvilas@...> wrote:

> On Monday 21 July 2008 00:44:32 Thomas Baumgart wrote:
> [...]
>>
>> Also, payee matching now allows to add a list of strings for matching to a
>> single payee. One bank sends out 'Thomas Baumgart' and another one
>> 'Baumgart, Thomas' for my own records, so I needed that for myself ;)
>
> It would be really neat if the "Delete Payee(s)" dialog offered the option to
> add the names of the ones being deleted to the list of possible matches for
> the payee to which all the transactions are being reassigned.  Or does a
> feature request like this go on the developer list? :-)
>
> --
> Thanks,
> Fernando Vilas
> fvilas@...
>
> -------------------------------------------------------------------------
> This SF.Net email is sponsored by the Moblin Your Move Developer's challenge
> Build the coolest Linux based applications with Moblin SDK & win great prizes
> Grand prize is a trip for two to an Open Source event anywhere in the world
> http://moblin-contest.org/redirect.php?banner_id=100&url=/
> _______________________________________________
> KMyMoney2-user mailing list
> KMyMoney2-user@...
> https://lists.sourceforge.net/lists/listinfo/kmymoney2-user
>
>

--
Brendan

-------------------------------------------------------------------------
This SF.Net email is sponsored by the Moblin Your Move Developer's challenge
Build the coolest Linux based applications with Moblin SDK & win great prizes
Grand prize is a trip for two to an Open Source event anywhere in the world
http://moblin-contest.org/redirect.php?banner_id=100&url=/
_______________________________________________
KMyMoney2-user mailing list
KMyMoney2-user@...
https://lists.sourceforge.net/lists/listinfo/kmymoney2-user

[Thomas Baumgart]

On Tuesday 22 July 2008 03:17:19 Alvaro Soliverez wrote:
> In your case, the feature request should have a patch attached, or a commit
> message. j/k

Now available in CVS. No kidding.

--

Regards

Thomas Baumgart

GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
-------------------------------------------------------------
Windows: It's not pretty. It's not ugly. But it's pretty ugly.
-------------------------------------------------------------


-------------------------------------------------------------------------
This SF.Net email is sponsored by the Moblin Your Move Developer's challenge
Build the coolest Linux based applications with Moblin SDK & win great prizes
Grand prize is a trip for two to an Open Source event anywhere in the world
http://moblin-contest.org/redirect.php?banner_id=100&url=/
_______________________________________________
KMyMoney2-user mailing list
KMyMoney2-user@...
https://lists.sourceforge.net/lists/listinfo/kmymoney2-user

[Brendan Coupe]

What took so long?

I just ran the new code and it works perfectly. This will definitely
save me some time.

Thanks,

Brendan Coupe

On Tue, Jul 22, 2008 at 3:34 AM, Thomas Baumgart <thb@...> wrote:

> On Tuesday 22 July 2008 03:17:19 Alvaro Soliverez wrote:
>> In your case, the feature request should have a patch attached, or a commit
>> message. j/k
>
> Now available in CVS. No kidding.
>
> --
>
> Regards
>
> Thomas Baumgart
>
> GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
> -------------------------------------------------------------
> Windows: It's not pretty. It's not ugly. But it's pretty ugly.
> -------------------------------------------------------------
>
> -------------------------------------------------------------------------
> This SF.Net email is sponsored by the Moblin Your Move Developer's challenge
> Build the coolest Linux based applications with Moblin SDK & win great prizes
> Grand prize is a trip for two to an Open Source event anywhere in the world
> http://moblin-contest.org/redirect.php?banner_id=100&url=/
> _______________________________________________
> KMyMoney2-user mailing list
> KMyMoney2-user@...
> https://lists.sourceforge.net/lists/listinfo/kmymoney2-user
>
>

--
Brendan

-------------------------------------------------------------------------
This SF.Net email is sponsored by the Moblin Your Move Developer's challenge
Build the coolest Linux based applications with Moblin SDK & win great prizes
Grand prize is a trip for two to an Open Source event anywhere in the world
http://moblin-contest.org/redirect.php?banner_id=100&url=/
_______________________________________________
KMyMoney2-user mailing list
KMyMoney2-user@...
https://lists.sourceforge.net/lists/listinfo/kmymoney2-user