Fwd: Problems with upgrading my data

[Jack]

This got stuck in my spam folder, but I don't recall seeing any  
replies, so I'll put in a few suggestions.  [I've trimmed out stuff I'm  
not replying to]

On 2018.03.10 16:04, Dave B(Y) wrote:
> So my situation is now (as far as I can tell) still the same as  
> below.  I seem to have been able to export a csv and a text file from  
> the Raiffeisenbank; I have been able to read the .txt into  
> Libreoffice Writer & was able to see & modify the tabs etc, and to  
> delete any columns I believe I did not want.....
If the file is supposed to be comma separated data, then don't use  
Writer.  Either just use a plain text editor (emacs, vim, ...) or LO  
Calc.  The latter will show the data as a spreadsheet, so it's easier  
to see what lines up in what column.  If you do use Calc, you also have  
to be sure to save as text, not as a calc file, and to be sure to use  
comma to separate columns, and quotes to identify text values.  After  
you save, look at it with a text editor or just list it, to see that it  
looks correct.

> I have then tried just about everything I can think of to be able to :
>       convert the text to a spreadsheet (doesn't seem to work);
Don't just say "doesn't work."   We'll be glad to try to help, but we  
need to know what IS happening, not what is NOT happening.  Anyway, you  
DON'T want a spreadsheet - I'm not certain if you already understand  
that or not.  For importing, you want a csv (comma separated values)  
file (unless you can actually get OFX (or the equivalent QFX) or  
possibly QIF format.  CSV is a plain text file - just using commas to  
separate the columns (so you were correct to convert the tabs to  
commas).  You also have to be sure there are no commas within any  
column, unless the value is surrounded with quotes, so the comma is not  
taken as a column separator.  This should be taken care of if you save  
from Calc with the proper settings.

>       redefine an import profile to reflect the fields I am using  
> (also does not appear to work) and I cannot consistently find the  
> profile definition.
I don't understand - if you get the import far enough to try to use a  
profile to define the fields/columns, then does that mean you do have a  
good csv file?  While using an existing profile can certainly save you  
time if you import the same format over time, it shouldn't be too hard  
to just go through the process for matching the fields and columns.

> I tried to import a file, using (I thought) the same account name,  
> and found myself with only an empty DB file - although it went  
> through the process, I had no information anywhere.
Again, I don't understand.  If you went all the way through the import  
process (with a csv file?) with no error messages, then the data should  
have been imported to some account.  When you say empty DB file, do you  
really mean empty?  No accounts, no categories, ...?  Save the file (am  
I correct to assume your DB file is a .kmy file?) then do the import,  
and save again as a different name.  Compare the two files.  Unless  
they are really the same, then the import did something - you just need  
to figure out where it put your data.

> I found my last year's file & was (thankfully!) able to open my file  
> again.
> 
> 
> Can anyone please help me sort out which app(s) I actually have  
> loaded & how to use it correctly, & how to get the .csv/.txt from  
> Raiffeisenbank to import correctly????
What do you mean by what apps you have loaded?   While KMyMoney 5.0.1  
has now been released, it will likely take a little time for  
distributions to package the new release, and it also sounds like your  
problems are not due to any bug in the system, but just being able to  
assure your data is in a good format to import.
> 
> Many thanks to all for your help!  (& I promise to put my next reply  
> at the end!!)
Thanks, and we'll eventually figure it out and get you back on track.   
It is certainly true that some financial institutions do not make it  
easy for their customers.

> Dave

Jack
> 
> **************************************************************************
> 
> Dave,
> 
> would you mind to send your mail tokmymoney at kde.org  please? We don't  
> use the
> sourceforge list for several years now. And if you do so, please tell  
> us which
> version of KMyMoney and KDE (KDE4 or KF5) you are using.
> 
> Thank you in advance.
> 
> Regards
> 
> 
> Thomas
> 
> ***********************************
> Hi Thomas,
> 
> 
> 
> As requested, here is my message on the new post address.... Sorry I  
> was
> so far out of date!
> 
> 
> 
> My version of KMyMoney is "KMyMoney Version 4.8.0
> 
> Using KDE Development Platform 4.14.32"
> 
> according to the Help page &
> 
> 
> 
> KDE - Be Free!
> 
> Platform Version 4.14.32
> 
> &
> 
> 
> 
> uname -r
> 
> 4.15.3-200.fc26.x86_64
> 
> 
> 
> These appear to be all that is installed by Fedora.
> 
> 
> 
> Thanks
> 
> 
> 
> Dave
> 
> 
> 
> -------- Forwarded Message --------
> Subject: 	Problems with upgrading my data
> Date: 	Tue, 20 Feb 2018 22:04:29 +0100
> From: 	Dave B(Y) <freddog_de at yahoo.co.uk>
> To: 	kmymoney2-user at lists.sourceforge.net
> 
> 
> 
> Good evening all,
> 
> I have a (?) problem with kmymoney, running in Fedora 26.  I run
> Raiffeisenbank in Austria, using Libreoffice Calc, downloading .csv to
> KMM.  I may be making thin
> 
> I only use the program once-ish per year, so what seemed to work last
> year either doesn't work  or doesn't appear to work now.
> 
> 
> So..... I open my KMM which worked for the last 4+ years;
> 
>          I make a new account called Giro-2017;
> 
>          I try to import a new file to Giro-2017;
> 
>          I can select my .csv file BUT
> 
>           a) none of the .csv columns are headed as I left them in
> Libreoffice,
> 
>           b) the columns are split differently than I left them,
> 
>           c) I cannot change the formats of the columns with
> Libreoffice - at least, not always.....
> 
> Can anyone please suggest what might be wrong and how to correct  
> "it"???
> 
> 
> Many thanks to you all for the super software and especially for any
> help you are able to give me!!
> 
> 
> Dave
>