how to export an investment account

Alex Smith alex at vxpro.io
Mon Jan 9 08:14:39 GMT 2023


Attached QIF spec (dated 1997).

Check the structure of the exported file whether it has all the 
necessary "fields".


On 1/8/23 23:38, Thomas Baumgart via KMyMoney-devel wrote:
> On Sonntag, 8. Januar 2023 22:19:57 CET Jack via KMyMoney-devel wrote:
>
>> I'm trying to create a sample kmy file with long, complicated
>> investment and brokerage accounts for testing the sorting issues
>> recently causing problems, but I'm not doing too well.  I trying to
>> export one of my investment accounts and then import it to a clean kmy
>> file.  If exported as qif, on importing, it didn't seem to recognize
>> anything as investments, so it created a checking account for each
>> security.  Trying to export as csv, if I tell it to export the account
>> (instead of categories) the output is effectively empty.  Am I missing
>> something?  Shouldn't it be possible?
> Maybe another area we need to look into (QIF export of investments)
>
>> Thanks  for any pointers.
> AFAICT: source code is the only place to look :(
>
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