[Kmymoney-devel] category matching/mapping during OFX import

[allan]

The perils of a cellphone!  To continue, have they been downloaded already?  If you want a chance to edit, might CSV be a possibility?

Jack <ostroffjh at sbcglobal.net> wrote:

>I'm continuing to work through my huge backload of investment account  
>OFX imports.  One of the annoyances is that Merrill Lynch uses  
>categories such as _Dividend and _Fee, which is how they get imported  
>(I think those categories probably got created during such an import,  
>but I no longer remember when or how it actually happened.  Is there  
>any way to get them to map to the categories I prefer to use for those  
>accounts?  Unfortunately it's not completely static.  For example, _Fee  
>should always be "Other Fees/Misc Broker Fees" but _Dividend depends on  
>which account, whether it's Dividends or Tax Deferred Dividends.  Since  
>this is OFX Direct Connect, I don't have the opportunity to edit the  
>OFX file on the fly.  Am I just stuck with manually adjusting as I  
>confirm the import?
>
>Thanks for any suggestions.
>
>Jack
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