Investment Import Issues

Jack ostroffjh at aya.yale.edu
Wed Sep 10 00:49:07 BST 2025


I'm not aware that anything changed in this area, although it is 
certainly possible.   The way that KMyMoney recognizes that you want to 
reuse an existing security instead of creating a new one is that on that 
security details page, ONLY the symbol is filled in, everything else is 
blank.  For some reason, I think my personal process is to remove 
everything except the symbol from that screen, go back to the previous 
screen, then forward again, at which point it usually has all the info 
for the already existing stock.  I don't know that contortion should be 
necessary, but it might be worth trying.

Regarding why the purchase price is not being added to the price history 
- I don't know, and it might possibly be a new issue.  My latest 
(imported via OFX) was a transaction dated July 29, imported on July 31, 
and the price is on the price list as '"Statement Importer."



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