It is very difficult and slow to change the category when it is split (which is almost all transactions here : gst).
- Once split, the category drop down no longer allows a category to change on the ledger page. You have to go to the split editor dialog
- There is no way to un-split the transaction even when it the second (gst) part is zeroed
- When the category is changed to a zero split one (in split editor drop down) the main amount is not recalculated according to the new split. The "Correct Splits" dialog is shown, but it does not offer the option to "Change Line1 to $<total transaction amount - sum of other lines>
- within the dialog, changes are only actioned when <enter> is pressed. Changing field, or pressing OK button does not enter them.

Actions:

- Allow changing category from main (ledger) dropdown
- Regenerate and clear out splits if new category is unsplit
- "Correct Splits" dialog should offer the option to "Change Line1 to $<total transaction amount - sum of other lines>
- controls should behave normally and enter values when focus is changed or OK button pressed

(V5.08)

First, you certainly can't change the category for a split transaction on the main form since each split has it's own category. If you really want to remove all splits, you may as well delete the transaction and start again.

What version of KMM are you using, on what platform? In the split editor, (see https://docs.kde.org/stable5/en/extrage ... split.html) you should be able to click the "Clear zero" button to remove the currently selected split. I did just discover that it appears that button is disabled if the total of all displayed splits is 0, so you may have to change the amount of any split before you can delete one.

When you enter the split editor, the assumption is either that you don't want to change to total amount of the transaction, or that you will enter amounts for each split and then use the final sum to (re)set the transaction amount. The program can't know which split of several you want to adjust to keep the total constant - the best it can do is set the amount of a new split so that the total of all splits matches the transaction amount when you entered the split editor.

Regarding when entries or changes are accepted, the "OK" button does accept any changes already made to all split. You just need to recognize that changes to the split being edited are not accepted until you accept that split (the small check below the currently edited split.)

ostroffjh wrote:First, you certainly can't change the category for a split transaction on the main form since each split has it's own category.

These are entirely GST/VAT splits - so each category has its own split, and the split is auto-generated being a %.
Yes I do want to change the category from the main form. Changing it would see the splits automatically regenerated.
(except in the special case of GST on imports , which are all a unique split)

If you really want to remove all splits, you may as well delete the transaction and start again.

No I really don't want to reenter dozens of data manually because it has been mis-categorised automatically

What version of KMM are you using, on what platform?

was 4.7, now 5.008 Linux.

When you enter the split editor, the assumption is either that you don't want to change to total amount of the transaction,

this is correct

or that you will enter amounts for each split and then use the final sum to (re)set the transaction amount.

but this isn't. When I change one of two split entries, I will want to adjust the other to keep total correct.

The program can't know which split of several you want to adjust to keep the total constant

Splits are being used to fudge for GST. There are only ever 2 way splits: principal and tax.
In a more general cases the rule is: If there are only two , then it's not ambiguous. If there are more than two, then assume the first is the principal, and offer to adjust the first.

Regarding when entries or changes are accepted, the "OK" button does accept any changes already made to all split. You just need to recognize that changes to the split being edited are not accepted until you accept that split (the small check below the currently edited split.)

I think this is a program wide UI or dialog issue: If the cursor is still inside the control, OK does take the value. The cursor has to exit the control before OK

I'm in the US, so I don't deal wtih VAT. As far as I can tell, although the initial creation of the VAT splits is automatic, once it is done, KMM treats it like any other split transaction. While I don't believe that what you are asking for is generally valid for all split transactions, I do see the use for VAT created splits.

Am I correct that the base issue is that if you enter the wrong VAT category, it should be much easier to change, especially if the category you want has a different VAT rate? If it has the same VAT rate, then you (still too much effort) only have to open the split editor and change the category of the first split. What you want is to just change the category of the main transaction (not in the split editor) and have it adjust the VAT created splits as necessary? It might be worth creating a wishlist bug entry just so this doesn't get forgotten.

I am trying to understand the use case. There is a transaction which is categorized to a tax relevant category (CA) and a second split is created for the tax part (CT). From what I understand, you want to change the category CA to a non-taxed category (CB) and remove the tax split. I agree that this is possible but not efficient when you have to do it many times. If you try to achieve something else, then please explain what you need to do in terms of accounting rather than how you want the program to behave. That is the second step and a lot easier to discuss when the problem is clear. Maybe, a bit of history helps also so that we know how you ended up in the current situation. Maybe, we need to adjust some other parts of the program as well to avoid entering this scenario at all.