Fwd: Creating Accounts - Help Documentation - KMyMoney 4.7.2

[Jack]

I don't pay enough attention.  I saw the original, but quickly assume  
it was on this list, not the documentation list.

Would a reasonable summary be that when converting from Quicken, you  
can set up multiple accounts quickly by doing a quicken export of just  
the account list, then importing that QIF file into KMM, and that this  
can be useful if you need to alter the currency of one of the accounts  
before actually importing or entering any data?  I can add that to the  
handbook section on importing from Quicken.

Jack


On 2016.03.21 07:40, Thomas Baumgart wrote:
> Hi,
> 
> I received this as private mail. Seems to be directed towards  
> documentation,
> so I send it out here.
> 
> Cheers
> 
> Thomas
> 
> ----------  Forwarded Message  ----------
> 
> Subject: Fwd: Creating Accounts - Help Documentation - KMyMoney 4.7.2
> Date: Sunday 20 March 2016, 10:37:35
> From: HEC Smith <hecsmith at rogers.com>
> To: ipwizard at users.sourceforge.net
> 
> For your info.
> 
> HEC Smith
> 
> 
> -------- Forwarded Message --------
> Subject: 	Creating Accounts - Help Documentation - KMyMoney 4.7.2
> Date: 	Sun, 20 Mar 2016 10:23:38 -0400
> From: 	HEC Smith <hecsmith at rogers.com>
> To: 	kde-doc-english at kde.org
> 
> 
> 
> I'm using KMyMoney v4.7.2 on Win 10 64bit desktop PC
> 
> I have found that multiple accounts could be created in KMM by  
> importing
> a QIF file created by Quicken - Export - QIF - Account List (only box
> checked).
> 
> The QIF file created by Quicken was of the form
> 
> !Option:AutoSwitch
> !Account
> N(name of bank - string - no quotes)
> T(account type - string - no quotes - ex Bank, CCard, Cash, OthA,  
> OthL,
> Port (for a brokerage account) etc.  List not complete.
> ^
> .
> .
> etc
> .
> .
> 
> Example QIF file used for test of file system setup in KMM
> 
> !Option:AutoSwitch
> !Account
> NBankChk2USD
> TBank
> ^
> NBankSav1
> TBank
> ^
> NBankCCard1
> TCCard
> L0.00
> ^
> NBankCash1
> TCash
> ^
> NHomeAsset1
> TOth A
> ^
> NInvBrokerage
> TPort
> ^
> !Clear:AutoSwitch
> 
> I found this feature very useful since immediately after the files  
> were
> created, I was able to modify the currency of "BankChk2USD" account  
> from
> my base currency to USD.  Normally KMM does note allow modifying this
> setting so dealing with multiple currency accounts would have been a
> pain if transitioning from Quicken.
> 
> Hope this is of use.
> 
> HEC Smith
> 
> PS - I am a Quicken 2001 user messing around with KMM as my Quicken is
> getting old and creaky.
> 
> 
> 
> -----------------------------------------
> --
> 
> Regards
> 
> Thomas Baumgart
> 
> GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
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> -------------------------------------------------------------
>