[kmymoney] [Bug 405293] CSV importer does not handle transfers

Jim Davis bugzilla_noreply at kde.org
Sun Mar 10 17:05:20 GMT 2019


https://bugs.kde.org/show_bug.cgi?id=405293

Jim Davis <jd4x4 at jd4x4.net> changed:

           What    |Removed                     |Added
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                 CC|                            |jd4x4 at jd4x4.net

--- Comment #1 from Jim Davis <jd4x4 at jd4x4.net> ---
As I was the one who had the problem which Thomas describes in opening this bug
(and heled me fix- Thanks Thomas!), I want to clarify that here in the U.S. it
appears to be common for banks to go to CSV file formats as the ONLY
transaction download option.

In the case of my two banks ("Credit Union" Banks) both offer "Category" AND
"Tag" columns, and both include an "Account" column. Both banks allow a user of
their web site to custom categorize transactions, one bank putting these in a
"tags" column and the other in 2 cols of "Parent Category" and "Category". 

Understanding how KMyMoney processes (Allocates Payee/Description vs. Category)
these columns was my dilemma, and I think the documentation should detail the
process, unless Thomas's suggested fix is considered a better option.

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