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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