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
toTransaction -> New Online Transfer
-
main panel's Outbox
toOnline 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
toTransaction -> Find
-
Find Transaction
opensSearch transactions
dialog -
rename Equities
toSecurities
(orPositions
?) -
address the Currencies...
,Prices...
andUpdate Stock and Currency Prices...
confusing options in Tools -
Map account
is too generic, maybeConfigure online banking
?-
Unmap account
is redundant;Configure online banking
should have an option to disable/reset the mapping
-
-
Update account
is too generic, maybeDownload transactions
? -
address the confusing Use Finance::Quote
andOnline Source
options in security details dialog. -
add QFX
toOFX
position inFile -> Import
-
Ledger
in Settings toLedgers
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, butMatch
in Ledger -
Move all the debugging actions to a separate Debug
menu -
Enable all messages
is too vague, use something likeReset 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 beSave
, orAccept
, 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
topreprocessor
. -
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 by Dawid Wrobel