how to export an investment account
Jack
ostroffjh at users.sourceforge.net
Mon Jan 9 20:50:31 GMT 2023
On 2023.01.09 02:38, 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)
Another minor point about qif exporter - the "Account to export"
dropdown is of a fixed size, and is not wide enough to show the full
account name, so you have to guess whether the investment account or
brokerage account is first on the list.
>
> > Thanks for any pointers.
>
> AFAICT: source code is the only place to look :(
I'm digging, but I'll try with csv first.
>
> --
>
> Regards
>
> Thomas Baumgart
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