[Kmymoney] Re: Fields mess on OXF import

Alvaro Soliverez asoliverez at kde.org
Thu Apr 21 21:43:40 CEST 2011


Hello Vincent,
you have an option to use the MEMO field as the Payee.
And it's your bank's fault, not OFX nor KMyMoney.

Calling OFX a standard is an overstatement these days.

Regards,
Alvaro

On Thu, Apr 21, 2011 at 4:42 PM, Vincent Frison <turman at ohmforce.com> wrote:
> Hmm so nobody seems to be bothered by the way the OXF import works ?
>
> In my bank reports, contents of the NAME tags are, for most of them, a kind of beneficiary : if you
> buy something in the shop X, there's a lot of chance that the X string is somewhere in the MEMO tag
> content.
>
> So to summarize, what should be imported into the "Pay to" field is the content of the MEMO tag, not
> the NAME tag !
>
> But maybe it's the case for my bank only ?
>
> Please note that despite of that issue, I really want to use KMM as my personnal finance software :)
>
> Thanks, Vincent.
>
> On Sunday 17 April 2011 at 20:21:57, Vincent Frison wrote:
>> Hi all,
>>
>> I'm new to KMyMoney and I'd like to use it as my personnal finance
>> software. First of all I'm trying to import OXF files exported from my
>> bank's website.
>>
>> It's working pretty well except that I'm very surprised about the fields
>> content : content of the MEMO tag (in the OXF file) is imported into the
>> "Note" field (in the KMM transaction), ok it looks fine for me. But
>> content of the NAME tag  is imported into the "Pay to" field. So in the
>> end we find ourselves with a bunch of different beneficiaries who did not
>> make much a lot of sense...
>>
>> To me it would be a lot better if the NAME and MEMO tags content was
>> imported into the *same* KMM transaction field (with a simple
>> concatenation) as for example "Number" or "Notes" field. Then after import
>> the "Pay to" fields would be empty letting the user to manage by himself
>> his beneficiaries list.
>>
>> Or maybe I'm wrong because in most cases the NAME tag content is describing
>> a kind of beneficiary ? But with my bank reports, it's not really the
>> case...
>>
>> Thanks, Vincent.
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