[Kmymoney-devel] Problems importing CSV files

aga agander93 at gmail.com
Thu Mar 19 18:46:29 UTC 2015


An oversight.  In KMM, go to Settings/Configure KMM/Plugins and ensure 
that the csv entry is enabled.

Allan


On 19/03/15 12:14, Rafael Videira wrote:
> Thanks for the quick response. However, because I wasn't more specific
> in my question, your answer did not help me. I'm sorry about that. My
> problem is that when I go to "File > Import", the only options are QIF
> and GnuCash.
>
> Thanks,
> Rafael
>
> ------------------------------------------------------------------------
> *De:* aga <agander93 at gmail.com>
> *Para:* kmymoney-devel at kde.org
> *Cc:* rrvideira at yahoo.com.br
> *Enviadas:* Quarta-feira, 18 de Março de 2015 13:23
> *Assunto:* Re: [Kmymoney-devel] Problems importing CSV files
>
>
>
>
>
> 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
>
>
>
>


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