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Issue created May 27, 2020 by Dawid Wrobel@wrobeldaDeveloper0 of 28 checklist items completed0/28 checklist items

Revisit language consistency, menu item locations

Some menu entries, actions, etc. could be renamed/relocated to be more concise and consistent:

  • move Account -> New Credit Transfer to Transaction -> New Online Transfer
  • main panel's Outbox to Online Transfers
  • "Combine" and "Match" are used interchangeably in documentation. However, looking at the code, these have (or intended to have) a separate meaning.
  • move Edit -> Find Transaction to Transaction -> Find
  • Find Transaction opens Search transactions dialog
  • rename Equities to Securities (or Positions?)
  • address the Currencies..., Prices... and Update Stock and Currency Prices... confusing options in Tools
  • Map account is too generic, maybe Configure online banking?
    • Unmap account is redundant; Configure online banking should have an option to disable/reset the mapping
  • Update account is too generic, maybe Download transactions?
  • address the confusing Use Finance::Quote and Online Source options in security details dialog.
  • add QFX to OFX position in File -> Import
  • Ledger in Settings to Ledgers to match the main side panel
  • Show Balance Chart -> Balance Chart
  • Asset -> Assets, Liability -> Liabilities in Accounts view
  • Chart/Report -> Show Chart/Show Report in Reports view
  • New account -> New sub-account in right click menu in accounts view (and make the dialog automatically preselect parent account)
  • Remove New category from right click menu in Accounts view
  • Merge in Payees, but Match in Ledger
  • Move all the debugging actions to a separate Debug menu
  • Enable all messages is too vague, use something like Reset hidden messages settings
  • Scheduled transactions panel -> Scheduler
  • Reorder panel items according to the frequency of usage and common sense: Home, Institutions, Accounts, Categories, Ledgers, Investments, Forecast, Budgets, Outbox, Payees, Tags
  • Update on Payees view should be Save, or 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 filter to preprocessor.
  • 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.
  • Preferred accounts <-> Favorite Accounts
Edited Nov 23, 2021 by Dawid Wrobel
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