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

Jim Davis bugzilla_noreply at kde.org
Thu Mar 14 03:49:11 GMT 2019


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

--- Comment #2 from Jim Davis <jd4x4 at jd4x4.net> ---
Created attachment 118793
  --> https://bugs.kde.org/attachment.cgi?id=118793&action=edit
Sample Bank CSV Export #1

Attached are three csv files labelled BankA, BankB, and BankA_all_accts. These
are a sample of 1 month of historical transactions, with redacted (replaced)
account numbers and in some cases a note in the format (jd note: xxx). Bank "B"
is my primary checking & savings, Bank "A" is a secondary checking but has
better organizational and external account linking abilities.

In both cases, csv output can be combined (all internal and external linked
accounts) or separated by account.
Currently only Bank "A" is linked to Bank "B" but both have an option to link
to other (external) bank transactions.

Bank "A" allows for both a custom description as well as 2 levels of categories
with splits, plus tags.
Bank "B" allows for a custom "nickname (description) and has only 1 category
with splits and call them "tags" in the csv.


Bank "A" web software:          MX      http://www.mx.com/company/
                        also ref:  
https://webcache.googleusercontent.com/search?q=cache:uZjwPbc_rVoJ:https://www.crunchbase.com/organization/moneydesktop+&cd=4&hl=en&ct=clnk&gl=us

Bank "B" web software:          Fiserv 
https://www.fiserv.com/customer-channel-management/internet-banking.aspx

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