KMYMoney Help

[Jack]

If you want any real help, you need to cooperate and give us some 
information we can follow up on.  Which sources have you tried (at least 
one example) and what stock symbol?  Without that, we don't know if your 
particular problem is the same as anyone else's.  If you read through 
all the treads mentioned, you would have a better understanding of why 
this is so hard.  You are correct that it really should not be so hard, 
but because every source provides their data in different formats, and 
they change those formats at will and with no announcement, it IS 
difficult to keep up with all those changes.  In addition, the design of 
the KMM price update process makes it hard to automatically push such 
changes, even if we know about them, without  possibly needing some 
manual intervention from the user.

The basic reason it has gone from almost always working to the current 
state is that most/all of the sources have accelerated the rate at which 
they make changes to their web sites, possibly because of the increase 
in use.  If you look at the web site, you see their ads.  If KMM 
downloads the data, nobody sees the ads. They want you to see the ads, 
so they change the format.

Again, if you want to make it work, you need to give us a concrete 
example of an attempt that failed for you.

In my own case, I have had recent luck using the Finance::Quote (there 
is a checkbox on the stock's final configuration page).  If you check 
that box, then the "sources" dropdown is filled with the F::Q sources.  
I have had luck selecting yahoo_json from that list.

Jack

On 1/13/20 10:48 AM, George Simonis wrote:
> I've tried 3 or 4 sources that are listed on the drop down. No luck. 
> If tey don't work, why are they still listed as sources? Am I the only 
> one having these problems?It used to be easy to update the stocks, now 
> it is impossible.
>
> On Wednesday, January 8, 2020, 01:47:01 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 <mailto: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 <mailto: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.
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