wish: import option to recognize and link transfer
Bug #692081 reported by
Mickets
This bug affects 8 people
| Affects | Status | Importance | Assigned to | Milestone | |
|---|---|---|---|---|---|
| HomeBank |
Won't Fix
|
Undecided
|
Unassigned | ||
Bug Description
When importing QIF / OFX file, a number of transactions to other internal accounts are listed (another bank account, investment account): "Transfer to Bank Account xxxx", etc.
They all have distinctive descriptions, and I would like HomeBank to automatically assign them as Internal Transfers.
Currently, Automatic Assignments don't have the option for Internal Transfers.
Thanks a lot.
Currently using version 4.3 under Windows XP Pro
| summary: |
- wish : Assignments for Internal Transfers + wish : auto-assign paymode |
| Changed in homebank: | |
| assignee: | nobody → Maxime DOYEN (mdoyen) |
| status: | New → Confirmed |
| Changed in homebank: | |
| importance: | Undecided → Wishlist |
| tags: | removed: assignments transfers |
| tags: | added: auto-assign |
| tags: |
added: automation removed: auto-assign |
| Changed in homebank: | |
| milestone: | none → 4.6 |
| Changed in homebank: | |
| status: | Confirmed → Fix Committed |
| Changed in homebank: | |
| status: | Fix Committed → Confirmed |
| status: | Confirmed → In Progress |
| summary: |
- wish : auto-assign paymode + wish : import to recognize transfer and link them together |
| Changed in homebank: | |
| status: | In Progress → Confirmed |
| Changed in homebank: | |
| milestone: | 5.0 → none |
| Changed in homebank: | |
| milestone: | none → 4.7 |
| tags: | added: file-import-export |
| Changed in homebank: | |
| milestone: | none → 5.1 |
| summary: |
- wish : import to recognize transfer and link them together + wish: import to recognize transfer and link them together |
| summary: |
- wish: import to recognize transfer and link them together + wish: option to recognize transfer and link them together |
| Changed in homebank: | |
| milestone: | 5.1 → 5.2 |
| Changed in homebank: | |
| milestone: | 5.2 → 5.3 |
Revision history for this message
| Luiz Felipe Rivabem (rivabem) wrote Re: wish: option to recognize transfer and link them together | #2 |
| Changed in homebank: | |
| milestone: | 5.3 → 5.2 |
| summary: |
- wish: option to recognize transfer and link them together + wish: import option to recognize and link transfer |
Revision history for this message
| Maxime DOYEN (mdoyen) wrote | #3 |
| Changed in homebank: | |
| milestone: | 5.2 → none |
Revision history for this message
| Maxime DOYEN (mdoyen) wrote | #4 |
| Changed in homebank: | |
| assignee: | Maxime Doyen (mdoyen) → nobody |
| importance: | Wishlist → Undecided |
| status: | Confirmed → Won't Fix |
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I really wish this feature, my situation is much worse than a couple monthly credit card payments or investment transfers.
I receive my wage in "linked" savings account with automatic withdrawal. So when the checking account balance goes below zero, money comes from the savings account.
As almost no money goes directly to the main account, these operations happen nearly every day.
Dates and amounts are the same in both accounts and the memos are really distinct and used just for those operations
Checking: "Savings Withdrawal"
Savings: "Automatic Withdrawal"
It could be easy if Automatic Assignments supported Internal Transfers.
Or, maybe a easier approach could be making the import assistant search for possible internal transfers just like it searchs for duplicate transactions, displaying a list of candidates with a checkbox, but with a checkbox to select the correct operation.
Thanks