Revisit language consistency, menu item locations
Some menu entries, actions, etc. could be renamed/relocated to be more concise and consistent:
Account -> New Credit Transferto
Transaction -> New Online Transfer
- "Combine" and "Match" are used interchangeably in documentation. However, looking at the code, these have (or intended to have) a separate meaning.
Edit -> Find Transactionto
Transaction -> Find
Update Stock and Currency Prices...confusing options in Tools
Map accountis too generic, maybe
Configure online banking?
Unmap accountis redundant;
Configure online bankingshould have an option to disable/reset the mapping
Update accountis too generic, maybe
address the confusing
Online Sourceoptions in security details dialog.
File -> Import
Ledgerin Settings to
Ledgersto match the main side panel
Show Balance Chart->
Liabilitiesin Accounts view
Show Reportin Reports view
New sub-accountin right click menu in accounts view (and make the dialog automatically preselect parent account)
New categoryfrom right click menu in Accounts view
Mergein Payees, but
Move all the debugging actions to a separate
Enable all messagesis too vague, use something like
Reset hidden messages settings
Scheduled transactionspanel ->
- Reorder panel items according to the frequency of usage and common sense: Home, Institutions, Accounts, Categories, Ledgers, Investments, Forecast, Budgets, Outbox, Payees, Tags
Updateon Payees view should be
Accept, to match with other views.
- We use KBanking interchangeably with AqBanking. I think using KBanking may be confusing and unnecessary. Since we already have Weboob (Woob) and do not rebrand it into something KMyMoney-esque, we should also stick to using AqBanking only. This also helps users realize that AqBanking is an external project, otherwise not managed by KMM team (not explicitly).
In QIF importer/exporter, rename
- In Split editing dialog, right clicking on a split shows "Delete", but "Clear" is used elsewhere in the dialog. Clear doesn't make sense here: we're not "clearing" the splits (their contents, e.g. category and/or amount) and otherwise leaving them in-place, but we're actually removing them.