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Infotable base currency and default account #227

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georgeef opened this issue Nov 10, 2024 · 1 comment
Open

Infotable base currency and default account #227

georgeef opened this issue Nov 10, 2024 · 1 comment
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r: feature Request: New feature s: done Status: New feature has been implemented

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@georgeef
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Infotable contains the following fields:

  • BASECURRENCYID: base currency (used in reports)
  • DEFAULTACCOUNTID: default account (used in new transactions)

Proposed behavior of base currency

The base currency may be void (none). Reports shall be able to handle a void base currency, by offering a choice for the reference currency. This feature has relatively small implementation and interface overhead, and it is useful even if a base currency is defined.

Settings offers the following choices for the base currency:

  • void (none)
  • all used currencies

A currency may be used in Accounts, in Assets, or in Infotable BASECURRENCYID. Unused currencies are not offered, since in almost all use cases a base currency is also used. If needed, this limitation can be easily bypassed as follows: create a real or dummy account in Manage using the wanted base currency, select the wanted base currency in Settings, and optionally delete the dummy account.

Proposed behavior of default account

The default account may be void (none).

Settings offers the following choices for the default account:

  • void (none)
  • all open accounts

In almost all use cases the default account must be open in order to be useful. If needed, a closed account can be selected as default account as follows: change the status of the wanted default account to open in Manage, select the wanted default account in Settings, and optionally revert the status.

@georgeef georgeef added r: feature Request: New feature s: done Status: New feature has been implemented labels Nov 10, 2024
@georgeef
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Implemented in #226.

@guanlisheng as FYI

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Labels
r: feature Request: New feature s: done Status: New feature has been implemented
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