KMYMoney Help

[Jack]

George,

The difficulty is that every source of stock/funds/currency prices is  
different, and they don't simply provide it in a nicely parseable  
format.  They provide it for human eyes, in the form of a very  
complicated web page, which they change the design of without notice to  
anybody.  Picking the right information out of all that machine  
generated HTML is not trivial.  Then, some sources decide they don't  
want programs like ours extracting that data, so they change the layout  
again, or configure the web pages so that they only work if they think  
a real human is looking at them in a browser, but provide something  
different, or maybe just an error message, if they think the request  
was made by a program.

If you want to have any hope of someone fixing any of the sources you  
have a problem with, you need to give someone enough information for  
them to track down the cause of the failure and hopefully be able to  
fix it.  For this, that would be a specific source and a specific stock  
symbol, at minimum.  It would also include what changes (if any) you  
made in the source configuration from the Online Quotes configuration  
dialog.  I suspect I could figure out the exact error message you are  
getting, since I don't think there are too many options there, but it  
would have been nicer and easier if you would have simply done a  
copy/paste of the exact error from one of the popups.  Also, please  
remember that everyone who works on KMyMoney (as with all Free and Open  
Source Software) is a volunteer, and they generally tend to work on  
problems they find interesting.

Again, I ask if you read through any of the forum posts.  I don't  
suppose that will actually solve your problem, but it might give some  
more context as to why the problems in this area continue, and cannot  
be solved trivially.

Jack

On 2020.01.08 17:10, George Simonis wrote:
>  I have tried two or three sources. The last was Wall Street online  
> DE default, also used Globe and Mail,Wallstreet Hamburg. Popup says  
> failed to retrieve quote from... Why is it so difficult to have the  
> stocks and funds updated?
> 
>     On Wednesday, January 8, 2020, 1:47:01 PM EST, Jack  
> <ostroffjh at users.sourceforge.net> wrote:
> 
>  George,
> 
> What source are you using for the updates?  As Thomas said, some  
> sites, 
> such as Yahoo, have simply stopped providing that service, so it  
> simply 
> won't work, and there is nothing KMyMoney can do about it.  Some have 
> changed the format of what they provide, so we might be able to  
> adjust 
> the settings for that source, but we would need to know which source. 
> Did you look through the forum as Thomas suggested?  In terms of  
> errors 
> - is there really nothing more than "failed to update"?  Is that on 
> console or in a pop-up?
> 
> Jack
> 
> On 2020.01.08 12:36, George Simonis wrote:
> >  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.
>