From kde-bugs-dist Fri Aug 31 21:17:41 2018 From: Jack Date: Fri, 31 Aug 2018 21:17:41 +0000 To: kde-bugs-dist Subject: [kmymoney] [Bug 397022] kmy do not recognise my schedule transaction when I import a qif file Message-Id: X-MARC-Message: https://marc.info/?l=kde-bugs-dist&m=153575027828697 https://bugs.kde.org/show_bug.cgi?id=3D397022 --- Comment #6 from Jack --- It might help if you read the section of the manual about schedules.=20 Unfortunately, I do not have a direct link to the French version.=20=20 When you create a schedule, you are not creating any actual transactions, o= nly virtual transactions. (I'm not sure that is really a good term to use, but= I can't think of anything better.) In order to create a real transaction in = the ledger, you need to "Enter" the transaction, at which time you confirm all = the details (especially if any of the items, such as amount, are estimated, and might change every month, for example. In your attachment, you have clicke= d on the name of the schedule, so you can edit the details. The bottom section = of your screen shot says "Palements en retard" which I think is "Overdue transactions" in English. Look at the two icons between the date and the n= ame of the schedule. The first one is to enter the transaction. Click on it a= nd it will pop up a dialog similar to the one in your screen shot, you can adj= ust any details, and when you click OK, it will create that real transaction in= the ledger. After you have done that, it becomes available for matching on imp= ort. Also - look at the checkboxes on the lower part of that dialog. If you che= ck the second one, the transaction will be set for the last day of the month, varying between the 28, 19, 10, or 21, as appropriate. If you check the th= ird one, the "entering" of the transaction will happen automatically, so you do= n't need to remember to do it manually. This is generally only good if the det= ails do not change each time. Finally, now that I have been thinking more about this, I do recall that wh= en I do an import, I sometimes get a pop-up saying that there are overdue schedu= led transactions, and do I want to enter them before doing the import. I rarely see this, because I do check for overdue transactions when I open KMM. I wonder if it is possible that this check is no longer happening. If so, th= at would be a regression. Do you remember ever seeing such a notice? --=20 You are receiving this mail because: You are watching all bug changes.=