[kmymoney] [Bug 388935] Unable to import investment account transaction with .csv

bug-control at kde.org bug-control at kde.org
Sun Dec 1 05:47:38 GMT 2024


https://bugs.kde.org/show_bug.cgi?id=388935

--- Comment #3 from wgking99 at yahoo.com <wgking99 at yahoo.com> ---
(In reply to Jack from comment #2)
> Given the current stable version is 5.1.3, and we are hoping to release 5.2
> in the not to far future, I would see how things work with a newer version. 
> Also, I realize the OP talks about the csv file being from Merrill Lynch.  I
> also have accounts with ML, and use OFX direct connect, but have also used
> WebConnect and also manual file download.  OFX should almost a always be
> better than csv import.
> 
>  wgking99 at yahoo.com: can you say why you were trying csv instead of ofx?
> 
> jordan:  I don't know the code well enough to comment, but I would check
> against the code in master branch to see if your conclusions still hold. 
> One possible reason not to do what you suggest is that if the activity says
> dividend, but there are more non-zero values than just amount, how do you
> know whether it is those columns which might be wrong or the activity type? 
> I suspect it is better to fail (perhaps with a more informative error
> message) than to chance an incorrect import.

This was resolved after clarification of the CSV importer rules.  MY Canadian
brokerage only supports CSV downloads...

-- 
You are receiving this mail because:
You are the assignee for the bug.


More information about the KMyMoney-devel mailing list