csv import question

[Thomas Baumgart]

On Sonntag, 4. Januar 2026 23:52:06 CET Jack via KMyMoney-devel wrote:

> On 2026.01.03 19:44, Jack via KMyMoney-devel wrote:
> > I'm still struggling to turn the dnl file (download?) ML currently  
> > produces into an actually importable csv file.
> > 
> > Am I correct that an Investment csv file can only contain Intesment  
> > Actions?  I have one with various fees, that in an OFX import just  
> > turn into fee related withdrawals from the brokerage account.  Do I  
> > actually need to separate transactions into those specificalloy for  
> > the investment account and those for the brokerage account?  In the  
> > short run, that's probably easier than trying to figure out how to  
> > have the csv importer actually handle both, but since OFX can do it,  
> > I figure it should at least be theoretically possible.
> > 
> > Any thoughts and advice?
> > 
> > Thanks.
> > 
> > Jack
> 
> I hate to reply to my own message, but I have realized something that  
> might be relevant, although it won't help me in the short run.  As I  
> understand things, each of the different importers (ofx, csv, qif,  
> ....) processes the input and creates a "kmymoney statement" which the  
> core program then actually imports to the relevant accounts.  It can  
> obviously handle multiple accounts, as this is used by (at least) OFX.   
> Therefore, the single account limitation is within the csv importer -  
> and essentially related to the distinction between investment and  
> banking import profiles.  Eventually, I'll either create a "mixed"  
> import profile type for the csv handler, or (more likely) use the  
> structure of the csv importer to create a new importer plugin  
> specifically for the Merrill Lynch csv files.

I would suggest to rewrite the CSV importer. Labplot (https://invent.kde.org/education/labplot)
has a nice CSV importer we might make use of. Of course, the backend
to create transactions is our job.

-- 

Regards

Thomas Baumgart

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