[Kmymoney-devel] Feature request: match transactions by remoteAccountNumber

aga agander93 at gmail.com
Fri Oct 18 09:57:46 UTC 2013


Hi Alexis

On Wed, 16 Oct 2013 18:49:49 +0200
Alexis Yushin <alexis at ww.net> wrote:

> Hello!
> 
> I am taking a first look at the kmymoney4 and I am quite surprised
> that there is no feature to match transaction to Payees by
> remoteAccountNumber.
> 
> I was very impressed how easy I could import my bank (ING NL) csv
> files by simply creating a text profile,

That's good to know.  We tend just to hear about what doesn't work.

> however my bank does not
> provide correct name of the remote party in 90% of the cases.
> 
> It does however provide correct remoteAccountNumber.

Are you still talking about CSV import for the importing?  If so, is
your remoteAccountNumber in a separate column?  If this is the case,
have you tried specifying that column as the payee/detail?  It's also
possible to have it copy a memo column to the payee column (or vice
versa), by giving the same column number to both fields.
> 
> Two great features would be to be able to reconcile account
> transactions based on remoteAccountNumber instead of remoteName and
> as well to be able to add Payees in the Ledgers view based on their
> account number and then re-run the rematch for the remaining records.
> 
> Are you working on something like this? I have quite a background in
> software development, so if you are not looking into that and give me
> a pointer in the right direction i might be able to help!
> 
> Regards,
> 
> Alex Yushin

I would suggest you open a bug on https://bugs.kde.org with the
'Importance' and 'Normal - Wishlist'.

Our main developers at the moment are beset by work-work, so extra help
is always very welcome.  You can get the latest source from git via
 git clone git://anongit.kde.org/kmymoney (creates a kmymoney folder
 under your Git folder.), once you get yourself a login Id.

Have a look at /kmymoney/kmymoney/kmymoney.cpp for the main program,
and /kmymoney/kmymoney/converter for mymoneystatementreader.cpp and
transactionmatchfinder.cpp.

Allan



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