how to export an investment account

Jack ostroffjh at users.sourceforge.net
Tue Jan 10 22:22:25 GMT 2023


On 2023.01.10 13:29, Jack via KMyMoney-devel wrote:
> 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)
>> 
>> > Thanks  for any pointers.
>> 
>> AFAICT: source code is the only place to look :(
> I've modified the csv exporter to include the symbol along with the  
> security name when exporting an Investment account.  It compiles  
> without problem, but when I try to run it, it crashes with an invalid  
> nullptr parameter when loading the reportsview.
Fixed.  The problem was that prefix.sh had somehow gotten set for the  
wrong install prefix, so it was trying to load system plugins instead  
of the newly compiled ones.  I'll shortly push my commits and open an  
MR.

Jack


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