[Kmymoney-devel] CSV Investment Import - Was [Bug 315072] Transactions not matched from OFX direct download for one account, not others

[Allan]

On 18/10/14 21:47, warren_schaub at hotmail.com wrote:
> https://bugs.kde.org/show_bug.cgi?id=315072
>
> --- Comment #23 from warren_schaub at hotmail.com ---
> OK, after adding new matching names and cleaning up some old matching names and
> payees matching using 4.7 seems to be working well now.


>Now, I'm on to
> testing the csv import with investments!  Thanks
>
That should be interesting. Is that importing from Schwab, did I see?

If so, I was able to import successfully from them a while back.  I 
don't use them, but did get a file from another user.  It did involve 
some 'tuning', but it was successful, at least to my eyes, but what you 
need/expect may differ.  The activity/action type - buy/sell/etc - was a 
bit embedded in other detail.

So, if you need a hand, just let me know.

Allan