Hi,

I have followed skrooge's progress for quite some time now. I am always impressed by the speed with which new features are added and bugs are responded to. Recently I decided to check out skrooge one more time and I thought I'd share my latest experience with the hope that it will be useful to the developers.

Performance: My .skg file is huge. It's 138MB v/s my .kmm file which is under 1MB. It takes a good few minutes to display dashboard. Granted, I have accumulated transactions from over a decade, but KMyMoney on the other hand is quite snappy for the most part.

Support for Investment transactions: From my quick try, I didn't see support for investment transactions, such as buy/sell/split shares, reinvest dividends etc. Are investment accounts supported?

Periodic reconciliation: I have asked for this before. Is there a way to reconcile accounts periodically and keep track of when (the date) the last reconcilation occured?

KF5 version: The distro (KaOS) I am on, will be switching to KF5 version in a few months. Is there an estimate on when KF5 compatible version will be ready?

Lastly, I am guessing the developers are not native-English speakers, so this is quite understandable. Not a major issue by any means, but some of the terminology used feels somewhat unnatural for Americal English speakers. Here are some examples,
Operations -> Transactions
Expenditure/Income -> Debit/Credit
Checked -> cleared/reconciled
Current/Wallet Account -> Checking/Cash Account
Unit -> Currency (maybe?)

The performance difference alone is just too overwhelming and probably a deal-breaker for me at this time. But I do hope Skrooge continues to improve and maybe one day I'll switch to using Skrooge.

Thanks

Hi,

JantarMantar wrote:Hi,

I have followed skrooge's progress for quite some time now. I am always impressed by the speed with which new features are added and bugs are responded to. Recently I decided to check out skrooge one more time and I thought I'd share my latest experience with the hope that it will be useful to the developers.

Performance: My .skg file is huge. It's 138MB v/s my .kmm file which is under 1MB. It takes a good few minutes to display dashboard. Granted, I have accumulated transactions from over a decade, but KMyMoney on the other hand is quite snappy for the most part.

In Skrooge, you can undo actions. Including the initial import.
This can explain why the file is huge.
You can retrieve a normal size by cleaning the history.

I have more than a decade too and performance are very good.
If you still have issue with performance, could you generate an anonymized file and send me it ( I am Stephane MANKOWSKI, my email is in the about of Skrooge) for analysis?

JantarMantar wrote:
Support for Investment transactions: From my quick try, I didn't see support for investment transactions, such as buy/sell/split shares, reinvest dividends etc. Are investment accounts supported?

Yes.
https://docs.kde.org/development/en/ext ... tml#shares

JantarMantar wrote:
Periodic reconciliation: I have asked for this before. Is there a way to reconcile accounts periodically and keep track of when (the date) the last reconcilation occured?

Yes.
https://docs.kde.org/development/en/ext ... nciliation

JantarMantar wrote:
KF5 version: The distro (KaOS) I am on, will be switching to KF5 version in a few months. Is there an estimate on when KF5 compatible version will be ready?

Skrooge is already ported on KF5.

JantarMantar wrote:
Lastly, I am guessing the developers are not native-English speakers, so this is quite understandable. Not a major issue by any means, but some of the terminology used feels somewhat unnatural for Americal English speakers. Here are some examples,
Operations -> Transactions
Expenditure/Income -> Debit/Credit
Checked -> cleared/reconciled
Current/Wallet Account -> Checking/Cash Account
Unit -> Currency (maybe?)

The performance difference alone is just too overwhelming and probably a deal-breaker for me at this time. But I do hope Skrooge continues to improve and maybe one day I'll switch to using Skrooge.

Thanks

Thank you for using Skrooge.
Stephane MANKOWSKI

smankowski wrote:Hi,
In Skrooge, you can undo actions. Including the initial import.
This can explain why the file is huge.
You can retrieve a normal size by cleaning the history.

Stephane, thank you for the quick response. As per your suggestion, after clearing the history, the file size went down to 8.5M from 138M! 8.5M is manageable, if not quite as slim as 960K kmm file.

I still need to check your other answers in some more detail, but for the investment transactions, the import process didn't associate correct types to all my transactions -- one example, "Reinvest Dividends". Only buy/sell seem to have worked correctly. Are all Activities supported?

I am sure it's something in my kmm file, but some accounts have Unit set as USD which is different from the built-in Unit of US$ (with correct country code and type). Similarly a couple of accounts that use INR, didn't pick up the built-in currency. I am planning to reimport my kmm file again, so what can I do, either with my existing kmm file, or the import process, to make sure Skrooge associates the correct built-in currency instead of creating a new Unit?

Regards

JantarMantar wrote:I still need to check your other answers in some more detail, but for the investment transactions, the import process didn't associate correct types to all my transactions -- one example, "Reinvest Dividends". Only buy/sell seem to have worked correctly. Are all Activities supported?

In Skrooge, only "buy" and "sell" are supported. So, normally, all kmymoney transactions should be mapped with "buy" or "sell".
If you can build a sample file with some other kind of transaction this could help me to improve kmymoney import.

JantarMantar wrote:
I am sure it's something in my kmm file, but some accounts have Unit set as USD which is different from the built-in Unit of US$ (with correct country code and type). Similarly a couple of accounts that use INR, didn't pick up the built-in currency. I am planning to reimport my kmm file again, so what can I do, either with my existing kmm file, or the import process, to make sure Skrooge associates the correct built-in currency instead of creating a new Unit?

Could you send me a sample file (as small as possible) to reproduce the issue?

JantarMantar wrote:Regards

Thank you for your help.