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Detect account and stock transfer pairs #4243

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funnym0nk3y opened this issue Sep 22, 2024 · 3 comments
Open

Detect account and stock transfer pairs #4243

funnym0nk3y opened this issue Sep 22, 2024 · 3 comments

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@funnym0nk3y
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Is your feature request related to a problem? Please describe.
I not only track security accounts but the corresponding cash accounts too. It happens quite often that I transfer cash from one account to another one. However when building the transaction list through PDF imports transfers are listed as withdrawals and deposits. There is no workflow that allows the creation of transfers from PDF.

Describe the solution you'd like
There are two solutions I could imagine:

  1. Allow the importer to manually set some transactions as transfers and give a corresponding account. Disadvantage: Still semi-manual and doesn't reduce work that much.
  2. Import transactions as withdrawal and deposit. Then afterwards detect possible transaction pairs with a custom workflow (for example by looking at amounts within a time period) and combine them to one transfer. Disadvantage: Sometimes transfers take some time, so withdrawal and deposit are not on the same day. Altough this is more precise when it comes to interest, it is less andvantagous for net worth precision as it adds noise.
@Morpheus1w3
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Redundant as of #4238 (comment)

@funnym0nk3y
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I'm sorry, should have searched more thoroughly.
How to proceed with this ticket?

@Nirus2000
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Nirus2000 commented Sep 24, 2024

Duplicate of #4238

@Nirus2000 Nirus2000 marked this as a duplicate of #4238 Sep 24, 2024
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3 participants