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

[Jack]

I've been using OFX Direct Connect, i.e., just hit the "update"  
button.  If I'm going to download a file and edit it before importing,  
I'd probably stick with OFX.  It's one account at a time, so I know  
what I want to translate.  However, CSV is not totally out of the  
question, as I still have dividend reinvestments downloading as three  
separate transactions, and my editing to make one correct transaction  
out of the three might be easier with CSV.


On 2014.10.23 19:51, allan wrote:
> 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?