[Kmymoney-devel] Problems importing CSV files

[aga]

On 18/03/15 13:21, Rafael Videira wrote:
> I just installed the 4.7.1 version in my MacBook using MacPorts and,
> even though it says this version has "improved CSV importer", I can't
> get it to recognize my CSV files dowloaded from my bank.
>
> I'm not a very savvy user, and was only able to install the ports
> because of step-by-step guides on how to use the terminal. Would you
> mind sending a quick guide on how I can get my CSV files imported?
>
> I'm trying to decide between Kmymoney and Skrooge, but I would like to
> use both of them before I come to a decision.
>
> Thanks,
> Rafael

Hi

It might be best to do this in small steps, at least initially.

1) So, you've loaded KMyMoney.
2) On the menu, click File, then Import, then CSV.

Now, the importer plugin should have loaded.  What do you see?  You 
should see either a window with three tabs, for Banking, Investment and 
Settings.  Or, it could be the wizard version, with an empty table in 
the top half, and the lower half in the form of a wizard, with a list of 
its stages on the left, and on the right brief instructions for this 
page, two radio buttons (Banking, Investment), and below that an empty 
combo box.  You need to select either Banking or Investment, and the 
combo should open, inviting you to add a new profile.  This could be the 
name of your bank or whatever.  Enter that and click enter.  At the 
foot, there should be three buttons (Back, Select File and Cancel).  Do 
you see those?  If so, click Select File and navigate to your CSV file 
and select it.  It should now appear in the table at the top.

OK, how did that go?

Allan