[kmymoney] [Bug 460131] Make it possible/easier to open account's web site to download transactions

Brendan bugzilla_noreply at kde.org
Sat Oct 8 22:17:44 BST 2022


https://bugs.kde.org/show_bug.cgi?id=460131

Brendan <3 at Coupe7.com> changed:

           What    |Removed                     |Added
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                 CC|                            |3 at Coupe7.com

--- Comment #1 from Brendan <3 at Coupe7.com> ---
I think this would help but I have another suggestion, which would make it
easier to import OFX files downloaded from multiple banks. The number of manual
imports is increasing, thank Chase.

Currently you save the ofx or qfx file somewhere on your system. Then you have
to import each saved ofx/qfx file one by one. As the number of accounts that
require manual selection increases this becomes a bigger burden.

It would be nice if the process could be included as part of the "Update
account" and "Update all accounts" process. This could be done a couple of
different ways. A global path where the ofx/qfx files are saved could be set
and then all existing ofx/qfx files are imported when you run "Update all
accounts". Another option would be to define the path and file name for each
ofx/qfx file for each account. This would allow you to update one account with
the latest ofx/qfx file or update them all along with accounts that are still
available directly from the bank via KMM ofx import.

I can make this a new wishlist item if this makes sense.

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