KMYMoney Help

[George Simonis]

 The stocks, mutual funds, do not update at all. Instead I get failed to update in red, and then nothing. The stocks used to update easily. There was an "update all" button, and presto, they were updated. NOT SO in the last 2 years.Now it(investments ) have to be manually updated which is a pain in the butt! What happened to the easy updates?

    On Monday, January 6, 2020, 3:01:20 PM EST, Thomas Baumgart <thb at net-bembel.de> wrote:  
 
 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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