[Kmymoney-devel] [kmymoney4] [Bug 327495] CSV Import causes KMM to recreate every single payee even if they already exist in the payee database

allan agander93 at gmail.com
Tue Nov 12 17:32:52 UTC 2013


https://bugs.kde.org/show_bug.cgi?id=327495

--- Comment #3 from allan <agander93 at gmail.com> ---
(In reply to comment #2)
> "I think the difference may be that in your file, those payees are set to
> 'don't match' and that is why duplicates are created"
> 
> If there is some sort of switch somewhere to match or not match payees, then
> I fully agree, this is not a bug but an unclear feature.
> 
> When you say "in your file" do you mean in the CSV file or in the kmy file?

Sorry, I meant in your kmy file.  If you look in Payees view on the left then
select a payee, on the right there is a 'Matching' tab where you may select
whether/how to match.  No Match is pretty obvious, as is 'Payee name'.  Then,
you may import a file where the payee has additional characters appended, so
the third choice allows for these, with, regex-type matching.  The easiest way
to handle these is to select the 'new' payee and select delete.  If the payee
is actually being used, it will ask if you want to substitute another payee. 
If so, select that payee and its entries will be moved over, and the original
payee's matching detail will have been amended appropriately.

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