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No Ability to Merge Accounts

#51

In Quicken, I used classes. I have since decided that the way I used them was not actually helpful. I only had three classes, and most expenses fell into one of them. In Quicken, I can ignore the existence of the classes, as most reports operate on the category level. When I imported my data into moneyGuru, however, the number of expense accounts is about three times greater than it should be, as most expenses have a duplicate expense account followed by /className. I wanted to merge the duplicates together, but couldn't find a way to easily to so.

I can't select multiple accounts in the Profit/Loss view, and renaming one account to the name of another throws an error, and prevents the rename. I also tried cutting the transactions from one account to paste them into another account, but cutting transactions doesn't work.

Reported by Randy Becker · August 16th, 2009 @ 05:29 PM

State: hold
Milestone: none
Assigned to: nobody

Activity

  1. Randy Becker
    Randy Becker

    Looking at the other tickets, I guess this is similar to #24 Copy and paste support, and contemplated in #11 Easily cycle through the transaction entries.

    August 16th, 2009 @ 05:50 PM

  2. Virgil Dupras
    Virgil Dupras
    • Tag changed from import, quicken to import, quicken, suggestion

    There's a relatively new feature where if you delete an account that isn't empty, you will be prompted for another account to assign the transactions to.

    Yeah, I guess that drag & dropping an account on another one to merge them should be allowed...

    August 16th, 2009 @ 05:52 PM

  3. Randy Becker
    Randy Becker

    Ah, I didn't think to try deleting the account. I suppose that makes some sense, since double-entry abhors the creation of money.

    This does raise another issue, however. The list of accounts presented is not sorted. At least, not in any way I can comprehend.

    August 16th, 2009 @ 06:05 PM

  4. Virgil Dupras
    Virgil Dupras

    Yeah no, there's no sorting taking place in gui/account_reassign_panel.py. The reason why I didn't bother is probably because this kind of operation is so seldom made. A quick change to accounts = self.document.accounts[:].sort(key=lambda a: a.name) on line 15 is a quick fix to make your batch merging easier for now, as a workaround until the issue is fixed.

    August 16th, 2009 @ 06:18 PM

  5. Randy Becker
    Randy Becker

    Hmm... I made the change, but then I get two errors when I try to delete an account:

    Traceback (most recent call last):

    File "/Users/rbecker1/Desktop/moneyguru/cocoa/build/Release/moneyGuru.app/Contents/Resources/mg_cocoa.plugin/Contents/Resources/mg_cocoa.py", line 1045, in loadPanel
File "moneyguru/gui/account_reassign_panel.pyc", line 16, in load

    AttributeError: 'NoneType' object has no attribute 'remove'

    and

    Traceback (most recent call last):

    File "/Users/rbecker1/Desktop/moneyguru/cocoa/build/Release/moneyGuru.app/Contents/Resources/mg_cocoa.plugin/Contents/Resources/mg_cocoa.py", line 537, in deleteSelected
File "moneyguru/gui/report.pyc", line 126, in delete
File "moneyguru/document/__init__.pyc", line 371, in delete_selected_account
File "hsutil/notify.pyc", line 18, in notify
File "hsutil/notify.pyc", line 36, in dispatch
File "moneyguru/gui/main_window.pyc", line 74, in account_needs_reassignment
File "/Users/rbecker1/Desktop/moneyguru/cocoa/build/Release/moneyGuru.app/Contents/Resources/mg_cocoa.plugin/Contents/Resources/mg_cocoa.py", line 1110, in show_account_reassign_panel
File "/Users/rbecker1/Desktop/moneyguru/cocoa/build/Release/moneyGuru.app/Contents/Resources/mg_cocoa.plugin/Contents/Resources/mg_cocoa.py", line 1045, in loadPanel
File "moneyguru/gui/account_reassign_panel.pyc", line 16, in load

    AttributeError: 'NoneType' object has no attribute 'remove'

    August 16th, 2009 @ 08:41 PM

  6. Virgil Dupras
    Virgil Dupras

    Oh, yeah, I'm stupid, sort() returns None. The correct line would be accounts = sorted(self.document.accounts[:], key=lambda a: a.name)

    August 16th, 2009 @ 08:45 PM

  7. Virgil Dupras
    Virgil Dupras

    (and you don't even need the [:], sorted copies the iterable)

    August 16th, 2009 @ 08:47 PM

  8. Randy Becker
    Randy Becker

    That did it. Thanks!

    August 16th, 2009 @ 08:55 PM

  9. Virgil Dupras
    Virgil Dupras
    • Tag changed from import, quicken, suggestion to feature, import, quicken

    [not-tagged:"suggestion" tagged:"feature" bulk edit command]

    September 5th, 2009 @ 07:10 PM

  10. Virgil Dupras
    Virgil Dupras
    • State changed from new to hold

    I'm not convinced by a need for this feature. The problem is that the most obvious way to merge accounts would be for it to be triggered by drag&dropping an account onto another. However, drag & drop is already used for group/type changes. I fear that adding this new drag & drop behavior would cause more trouble than the convenience it adds.

    Putting this on hold.

    April 30th, 2010 @ 09:01 AM

  11. Randy Becker
    Randy Becker

    I think this feature is already implemented via the delete behavior. Especially when #55 Ability to Select Multiple Accounts Simultaneously is implemented, there's no need for additional UI. I agree that drag & drop would an obvious choice, but it would be confusing, as it would be different (and more destructive) behavior than how drag & drop is already used.

    May 18th, 2010 @ 06:37 AM

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