[Kmymoney-devel] OFX Questions

[Michael Garrison Stuber]

Greetings!
      I'm running into three issues with the OFX import in KMyMoney. 
I'm hoping for some help.

#1 -- One of my accounts is a brokerage account.  The import does a 
surprisingly good job at adding new securities, and managing buys and 
sells.  (Thanks!)  Unfortunately, it doesn't seem to be able to match 
dividend transactions.  As a result, if I do a "update all" it inserts 
duplicate dividend payments that I have to go delete.

#2 -- Apparently I didn't get one of my passwords saved.  As a result, 
when I do an "update all" I am prompted for a password.  Unfortunately 
the dialog doesn't indicate which account or institution it needs the 
account for.  (Note:  This is NOT the KDE Wallet prompt, this is 
specifically a KMM prompt).  I can work around this, but it the dialog 
needs the account or institution to be useful.

#3 -- Please see the attached screen capture.  When importing 
transactions I have KMM set up to ask me for a default payee category. 
Apparently this works for the OFX import too, but the import doesn't 
show me any data, so I don't know which payee the dialog refers to.  As 
a result, I get asked for a default category (which is good), but I 
can't actually set it, as I have no idea which payee it is referring to.


-- 
--
Michael T. Garrison Stuber


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