[Kmymoney-devel] Re: [Kmymoney2-developer] Support for KmyMoney

[aga]

On Wed, 25 May 2011 12:42:54 -0500
James Duke <duke.james.c at gmail.com> wrote:

> Have been checking several apps and moneydance has the user create the
> accounts ONLY on the "first" import and then import the transaction.
> Might work here also.  I am using 4.5.4 for windows - testing before
> moving to Ubuntu.  Do I need to create the accounts before importing?
>
It depends very much on your file content.  As you probably know, the
QIF standard is not, in fact, a 'standard', so all I can suggest is,
attempt the import without any accounts created, and let KMM do its
best.

I've just tested with an old, 134Kb file, and investment, security and
checking accounts were all created during the import, plus
transactions.  You may need to do some editing of account types,
checking to savings sort of thing, and you may find you have accounts
you don't need.  If you create accounts beforehand, they may be
additional duplication.  As I suggested, if you can, start small.  If
you hit anything serious, we'll try to help.

> I just want to say thanks - great piece of work and I think once I get
> everything setup it will be perfect for all my needs!!

Thanks for that.

Allan

> On Wed, May 25, 2011 at 11:53 AM, aga <agander93 at gmail.com> wrote:
> > On Wed, 25 May 2011 10:42:23 -0500
> > James Duke <duke.james.c at gmail.com> wrote:
> >
> >> Looking for stratagies for importing large volume of information
> >> from quicken 2008.  Have tried it once but single accounts came in
> >> as mutliple accounts and VERY confusing.  Any how-tos out there?
> >> Tried google search and nothing on point.
> >>
> >> --
> >> James Duke
> >> **New email address Duke.James.C at gmail.com**
> >
> > Hi James
> >
> > There has been an issue with additional accounts being created,
> > which, if memory serves me, resulted from a rework of the import
> > process to reduce the need for user intervention.  I think this was
> > because of a particular user's large volume of new accounts to
> > input.
> >
> > I'm not certain if the issue affects only investment accounts, with
> > brokerage accounts being created.  Funnily enough, only yesterday, I
> > was working on a qif import  problem.  While it was not the intent
> > of the fix, testing afterwards confirmed that it may not be
> > necessary to create accounts before import.  Checking type accounts
> > were created automatically for proceeds of sales/receipt of
> > dividends/funds for buys, as long as the file names were correct in
> > the 'L' records.  That fix will go into the development branch, and
> > later into the stable release.
> >
> > I note that you posted via sourceforge, and wonder if that indicates
> > you were trying kmymoney v1.x.  If so, try a v4.5x release, as much
> > work has been done recently.  Try to get as late a release as
> > possible, as there were some slow performance issues prior to 4.5.3.
> >
> > Could you perhaps try importing just a couple of files of checking
> > and investment accounts, and let us know how you get on  We'll try
> > to help.
> >
> > Allan
> >
> >
> >
> >
> >
> 
> 
>