KMYMoney Help

[Thomas Baumgart]

George,

some sources have changed their data format others have seized their operation. There are a couple of discussion threads on the KMyMoney forum at https://forum.kde.org/viewforum.php?f=69

In order to give some more advice or analyze your situation we would need some details about the problem (e.g. error messages that are shown on the GUI or a console).

Regards

Thomas



On Montag, 6. Januar 2020 16:55:22 CET George Simonis wrote:

>  Thomas, I have used Kmymoney for years, and up til about a year or so ago, was always able to update my stocks through the program. That has stopped and for some reason, I cannot update the stocks at all. Do the latest Kmymoneys fix the problem? I enjoyed having the stocks update automatically, and now the stocks are a big mess. HELP!
>
>     On Friday, January 3, 2020, 05:30:23 PM EST, Thomas Baumgart <thb at net-bembel.de> wrote:  
>  
>  Larry,
> 
> On Freitag, 3. Januar 2020 23:10:16 CET Larry Cutrone wrote:
> 
> > I recently downloaded KMYMoney to migrate away from Quicken.  I like the
> > look & feel, and can tolerate having to start from scratch to add categories
> > with which I am familiar. 
> 
> Did you know, that you can try to import a QIF file to keep your history? Might be worth a try, your mileage may vary though.
> 
> > I added several accounts and on my 1st attempt
> > ran into date issues since my bank used 4 digit and the program only allows
> > for 2 digit year.  Is there a way to change this?  
> 
> The date format is usually controlled by the KDE system settings. KMyMoney just uses that. Or am I misunderstanding the question?
> 
> > 2nd question is how do I
> > find options to set up my accounts to updated from my bank via online
> > banking?  
> 
> That depends on the possibilities your bank supports. Usually you use "Account/Map account" to setup direct online processing of statement/transaction data. Another possibility is to import CSV files.
> 
> > Any help will be much appreciated even if it is to read some
> > documentation (as long as I know where it is).
> 
> Documentation can be found here: https://kmymoney.org/documentation.php
> 
> Hope that helps and gets you started.
> 
> 

-- 

Regards

Thomas Baumgart

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