I just downloaded and installed Master version kmymoney-master-4139-windows-cl-msvc2019-x86_64 (5.1.92-ac819ee), for a Windows 11 system.
In the Ledger window, at the right end of the Detail column,
most of the entries have an icon which looks like a page or document,
with an arrow in the lower right corner.
I right-clicked on a transaction and selected the “Accept” item in the popup menu,
and the icon disappeared for that transaction.
This seems to be a new feature, that is not in the current documentation.
Can someone please explain that icon and what Accept is?
This icon identifies that the transaction has been imported. If you hover over it, KMyMoney will tell you about that in a tooltip. It’s simply an indicator and accepting it will remove the indicator.
There’s another icon in the form of a link that may appear when a transaction has been matched.
You can read about the topic in the manual.
Thanks for the explanation. I did find that section of the manual after posting my question. That section talks about matching imported transactions with hand-entered ones. That is not the case here. The transactions are imported, with NO matching hand-entered ones. The icon showing up and these transactions needing to be accepted seems to be new behavior in 5.1.92-ac819ee. I have been using 5.1.3-eeforf1 and the same transactions do NOT need to be accepted. Is this a bug?
Having to accept an imported transaction is separate from having to accept the matching of two transactions, although it is often the case that both are done at the same time. An imported, non-matched transaction still needs to be accepted. Also note that marking a transaction as Cleared will serve to accept the imported or matched state, or both. That may be why you never noticed having to explicitly accept them.
There have likely been some changes between 5.1.3 and master branch in terms of displaying the two icons, but I don’t see anything that counts as a bug. As far as I can see, it does all seem to be working as designed.
These transactions were imported and reconciled months ago. Why are they not Accepted? In the older version, the ledger does not seem to have the icon to indicate the Accept state, but on closer inspection, non-accepted transactions seem to have a light blue background. If I right-click on a transaction, the Accept menu item is not grayed out, so it seems like they are not accepted. If I Accept one, the Accept menu item is greyed out, and the background color changes to white.
In the newer version, there is an icon to show the Accept status.
So the two versions just have different ways to indicate Accept status.
Shouldn’t transactions that are Reconciled be automatically Accepted?
Accepting an imported transaction does two things: removes the indication (colored background in 5.1 and icon in master) and sets the Cleared status (I think that is only on master). Your question/suggestion to automatically accept imported transactions as part of the reconciliation is absolutely valid. In fact, when using the reconciliation wizard that is exactly what happens.
I use the reconciliation wizard, but it apparently does not mark the transactions as Accepted.
I did an import and reconcile in the new version, and YES that does automatically Accept the transactions.
I did the same import and reconcile in the older version, and it did NOT automatically Accept the transactions. So you folks have fixed that in the later version. Hurray!