[kmymoney] [Bug 458995] Change the account when OFX import has no effect

Li.Cha bugzilla_noreply at kde.org
Wed Sep 14 23:03:40 BST 2022


https://bugs.kde.org/show_bug.cgi?id=458995

--- Comment #2 from Li.Cha <li.cha at wanadoo.fr> ---
Hello,

I have a bank account and Visa Credit Card associated to this bank account.

I have created an account to monitor my bank account in kMyMoney and I 
have created a second account to monitor the expenses linked to my Visa 
Credit Card.

My bank provides me an OFX file for my bank account => this file is 
correctly imported into my bank account.

My bank provides me also an OFX file for my credit card => I would like 
to import this file into the account dedicated to my credit card

Both OFX files have the same value in the tag <BANKACCTFROM></BANKACCTFROM>.

That is why it is useful for me to manually change the file when 
importing data from file so that operations are imported in the relevant 
account.


 From an UX point of view, if you let the possibility to manually change 
the destination account in the drop list when importing, we expect this 
choice has an effect.

In case this choice should have no effect, the choice should not be 
possible.

Regards.

Lilian


Le 13/09/2022 à 00:05, Jack a écrit :
> https://bugs.kde.org/show_bug.cgi?id=458995
>
> Jack <ostroffjh at users.sourceforge.net> changed:
>
>             What    |Removed                     |Added
> ----------------------------------------------------------------------------
>           Resolution|---                         |WAITINGFORINFO
>               Status|REPORTED                    |NEEDSINFO
>
> --- Comment #1 from Jack <ostroffjh at users.sourceforge.net> ---
> I think this is by design.  Once you have imported an OFX file and specified
> the account, further files for that account will always be imported to the same
> account.  Why would you want to import to a different account?  I suppose if
> you accidentally made the initial import into the wrong account, then there
> needs to be a way to correct that by somehow breaking the link between the
> account identifiers.
> Please let us know a bit more about what you are trying to accomplish.
>

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