Investment Import Issues
Thomas Baumgart
thb at net-bembel.de
Wed Sep 10 12:03:18 BST 2025
On Mittwoch, 10. September 2025 01:49:07 CEST Jack via KMyMoney-devel wrote:
> 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.
This is more clear in 5.2+ which Brendan cannot use right now to the other
issue. I would simply put that aside until he's on 5.2+
> 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."
--
Regards
Thomas Baumgart
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