[kmymoney4] [Bug 374352] Payee merge converts imported name containing string "Check" to existing Payee name "Check"

allan bugzilla_noreply at kde.org
Fri Dec 30 22:44:35 UTC 2016


https://bugs.kde.org/show_bug.cgi?id=374352

--- Comment #4 from allan <agander93 at gmail.com> ---
(In reply to Jack from comment #3)
> Please note that the import is not changing any names, it is matching the
> imported row to an existing payee - albeit not the one you want.  As Allan
> asked - check whether you have matching turned on for the "Check" payee.  In
> addition, I would even ask if you really want to have a payee named "Check"?
> 
> Separately, things like "Transfer to Checking" and the others you listed do
> not seem like payees at all, but more likely a Memo field.  So - I wonder if
> this is a problem with terminology.

Unfortunately, my banks don't really have a concept of Payee, but tend to use
the field more descriptively.  Such entries as these are not uncommon.  One can
select to copy the payee field to the memo, but the matching still goes by the
payee.
Allan

> Final point - when you do a CSV import, you have to specify which columns
> contains the various fields.  Until you can provide a sample csv file, and
> state which columns you map to which fields for csv import, I have trouble
> imagining that a column with "Transfer to Checking" really contains what you
> want to match to a Payee.

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