Comments (6)
@xeddicuz Thank you for the report. The "Convert into transfer" feature is supposed to maintain the sign of the transaction that is converted.
So I think the bug is not that the accounts are swapped in the result, but that the confirmation dialog shows wrong information, but only if the transaction is an income:
If you convert an expense in account A, then select account B, the dialog says "The selected transaction will be replaced by a transfer from A to B", which is correct because the money will go from A to B.
If you convert an income in account A, then select account B, the dialog currently also says "The selected transaction will be replaced by a transfer from A to B". The correct message would be "The selected transaction will be replaced by a transfer from B to A".
from myexpenses.
@xeddicuz Please correct me if I am wrong. In your example, you have at the beginning an income of 455.44 in account Rekening. After you convert to transfer and select Wallet, you have a transfer from Wallet to Rekening, which is correct, because the operation should still keep the transaction as positive for Rekening. It should not transfer an influx by an outflux. So there are two things that are currently wrong:
The button on the dialog where you select the transfer account, should say "From Wallet" and the confirmation dialog should say "by a transfer from Wallet to Rekening.
Both will be fixed in version 3.8.7.
from myexpenses.
@mtotschnig Ok sorry for communicating vaguely. And thanks for taking the time and effort to engage.
Here is the intent: to Convert a Transaction from "(A) Rekening to (B) Wallet" to a Transfer from "(A) Rekening to (B) Wallet".
As I understand it, correct me if I'm wrong: It is just to change the type of moving the funds?
As I thought it would work:
Original entry: [Transaction] (A) Rekening (-455.44) (B) Wallet
After Convert: [Transfer] (A) Rekening (-455.44) (B) Wallet
Use case:
When I converted all my Transactions to Transfers, my balance at the end was practically sound for my accounts, namely: (A) Rekening, and (B) Wallet.
As I understand, a Transaction and a Transfer, both will count to, a decrease in balance (specifically (A) Rekening in this case).
(Disclaimer: I have no background in finances, I went by the term Convert(Type of move).)
from myexpenses.
@xeddicuz My Expenses is not a double entry book-keeping system. In My Expenses a transaction is linked to one account, and either has a positive or negative amount. A transfer is actually a pair of two linked transactions recorded for two different accounts, where the amount is positive for one and negative for the other. If it is not a foreign currency transfer, normally the amount on one side would be exactly the negative of the amount on the other side.
What the "convert to transfer" command does, is to create a counterpart for a transaction in a second account, and link the two as transfer.
One use case for this is the following: You import transactions from your bank, and one transaction is an ATM withdrawal, so the money actually went to your wallet, and you also track this wallet with My Expenses. By converting the transaction to a transfer, you will get the corresponding entry for your wallet, that represents the increase of your balance by the amount you withdraw.
from myexpenses.
Exactly, so when you convert a transaction in (a) Rekening "(b)To wallet". It shouldnt be from (b)wallet to (a)rekening.
Which would mean the dialog is swapped like I stated in the first message.
let's assume I imported the transaction (-455.44) from (a)Rekening and I manually deposited (+455.44) it to the (b)Wallet account(let's say Wallet is an actual bank account, which is the case for me, it's my weekly budget account with a card. (I use a Cash account for my cash, i didnt name Wallet properly.)) from my bank.
I would assume the transaction could be converted to a transfer which would decrease the balance from (a)Rekening(-455.44), like a transaction had, and increase the balance on (b)Wallet(+455.44) to signify what happened, in My Expenses. Else why convert a transaction to transfer in the first place?
If this is not the case I need to learn more about financing..
from myexpenses.
The dialog shows a wrong information, I agree. This will be fixed in version 3.8.7.
from myexpenses.
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from myexpenses.