[kmymoney4] [Bug 373057] New: More line filter options in CSV importer

Rick Yorgason bugzilla_noreply at kde.org
Mon Nov 28 23:49:50 UTC 2016


https://bugs.kde.org/show_bug.cgi?id=373057

            Bug ID: 373057
           Summary: More line filter options in CSV importer
           Product: kmymoney4
           Version: 4.8.0
          Platform: Other
                OS: All
            Status: UNCONFIRMED
          Severity: wishlist
          Priority: NOR
         Component: csvimporter
          Assignee: kmymoney-devel at kde.org
          Reporter: rick at firefang.com
  Target Milestone: ---

On the 'Lines' page of the CSV importer, I'd like to see another filter option,
like so:

Include rows where column [column number dropdown] contains [text input]

For instance, I could set it to:

Include rows where column [7] contains [USD]

and if my CSV includes some rows that say 'USD' and other rows that say 'CAD',
it would only include the rows that say 'USD'.

Rationale:

PayPal effectively gives you different accounts for each currency, but in order
to get all the details of your transactions, you need to download a CSV file
with all the currencies mixed together, like so:

Date, Time, Time Zone, Name, Type, Status, Currency, Amount, Receipt ID,
Balance, 
"21/11/2016","09:43:15","PST","Dotster","Preapproved Payment
Sent","Completed","USD","-9.99","","0.00",
"21/11/2016","09:43:15","PST","From Canadian Dollar","Currency
Conversion","Completed","USD","9.99","","9.99",
"21/11/2016","09:43:15","PST","To U.S. Dollar","Currency
Conversion","Completed","CAD","-13.84","","0.00",
"21/11/2016","09:43:15","PST","Bank Account","Add Funds from a Bank
Account","Completed","CAD","13.84","","13.84",
"06/11/2016","03:15:16","PST","Thomas McDiarmid","Express Checkout Payment
Sent","Completed","USD","-79.95","","0.00",
"06/11/2016","03:15:16","PST","From Canadian Dollar","Currency
Conversion","Completed","USD","74.07","","79.95",
"06/11/2016","03:15:16","PST","To U.S. Dollar","Currency
Conversion","Completed","CAD","-102.20","","0.00",
"06/11/2016","03:15:16","PST","Bank Account","Add Funds from a Bank
Account","Completed","CAD","25.60","","102.20",

Notice the 'Currency' column.

I'd like an easy way to import different lines into my "PayPal USD" account and
my "PayPal CAD" account. With the feature I'm requesting, I can just import the
same CSV twice with different filters and have it work fine.

Of course, you could write more complicated features to handle this better. For
instance, the 'Banking' page could include an 'Account' column and a table that
lets me associate cells that say 'USD' with the 'PayPal USD' account, but
that's a lot more complicated than this feature, and I think this feature is
useful in any case.

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