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Create a AccountTransferItem (not a TransactionItem). #4238

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Nirus2000 opened this issue Sep 19, 2024 · 0 comments
Open

Create a AccountTransferItem (not a TransactionItem). #4238

Nirus2000 opened this issue Sep 19, 2024 · 0 comments

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@Nirus2000
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          @MonkeySon writes:

Bigbank offers overnight accounts and fixed-term accounts. This transaction was from the overnight to the fixed-term account, therefore "Interne Belastung". I replaced the Transaction Type with TRANSFER_OUT and expected a selection GUI which lets me choose accounts for the IN/OUT transaction. I intend to use two separate PP accounts for each Bigbank account.

There UI has some (limited) support to import account transfers.
As @Nirus2000 pointed out, you would need to create a AccountTransferItem (not a TransactionItem).
And there are no check for matching currencies and other things.
And there is no option to convert it to a deposit/withdrawal if one does not want it as a transfer.

So far our strategy for the "cash transfers" was:

  • Create a cash deposit or removal (withdrawal) transaction

Why not a transfer transactions? Because

  • the user might not want to maintain the other account in PP (let's say your regular payroll account)
  • the user might import the documents from the other account/bank as well (which will create the transaction again).

But @Nirus2000 and me already discussed that it makes sense to provide more options after the import:

  • Right-click to convert any deposit/withdrawal to a transfer transaction
  • Select two transactions (a pair of deposit and withdrawal) and "join" them to a transfer
  • Run some kind of heuristic after the import to suggest a transfer (account at the same bank, same amount in a transaction).

For this particular change, I propose to create a deposit/withdrawal transaction instead.

Originally posted by @buchen in #3894 (comment)

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