As mentioned in Missing deposit/transfer/withdrawal tabs in transaction form , the documentation at Using the transaction form is not yet up to date with the new transaction form, which did away with the explicit selection between deposit vs. transfer vs. withdrawal via tabs at the top of the form. Instead (as mentioned in reply Missing deposit/transfer/withdrawal tabs in transaction form - #2 by ostroffjh ), deposits and withdrawals are automatically detected depending on which input field is used for entering the amount, and transfers can be made by selecting a different account (instead of an actual category) in the “category” drop down field.
Tangent about split transfer+non-transfer transactions
(Interestingly, through the “split” option for the category selection, this also enables transactions that are part withdrawal and part transfer, or part deposit and part withdrawal, which is useful if one wants a transaction representing the payment of an invoice, in which e.g. one of several line items was a refundable security deposit while other line items in the same invoice are non-refundable expenses.)
Can I somewhere see whether an update of that part of the documentation is already underway? If not, is there a way to help making such an update?
Hmmm. Somehow I thought the docs were updated for this. Seems not.
Separate from the text, I know the screen shots are not up to date. There has been some work done at fixing this, but we have not yet succeeded in a consistent update. I’ll try to revisit the docs in the near future and post back here if I can use help.
The updated manual source code is part of the git repository. It has not yet been propagated to the web-site due to some missing work. I don’t know the details of which steps are still needed as the documentation part is maintained by other folks of the KDE project.
So far, the documentation gets build with each commit as part of the CI/CD pipeline. The following shows that as part of a recent build.
If you want to help, maybe start finding out who in the KDE project is working on the documentation update. In case someone knowledgeable reads this please share this knowledge so that we can go forward.
Based on ipwazard’s post, I rechecked the actual docs folder in git, and as I thought I remembered, the information on the transaction form has, indeed already been updated. While the online docs have not yet caught up with the source, the version of the Handbook as included in any packaged version of the software should be up to date.
That seems to be the case only since https://invent.kde.org/office/kmymoney/-/commit/d36cbc260eaaaa9e12c373a6afede7d7c7638589, which was committed just one week ago.
(Sorry, I can’t post clickable outgoing links yet, as I’m new to this forum.)
Indeed. I now see the big change there happened with https://invent.kde.org/office/kmymoney/-/commit/4ed5d04ce45214874c199760493fe4bc57c06e8b (by you, @ostroffjh. Thanks!), with some touch-ups in subsequent commits.
