[Kmymoney] Re: Fields mess on OFX import

Vincent Frison vincent.frison at gmail.com
Thu Apr 21 23:19:59 CEST 2011


Thanks Alvaro.. but I can't see that option ! 

In the configuration panel > external modules, there's no settings button for the KMM OFX module. I'm 
using 4.5.3.

On Thursday 21 April 2011 at 21:43:40, Alvaro Soliverez wrote: 
> 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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> >> KMyMoney at kde.org
> >> https://mail.kde.org/mailman/listinfo/kmymoney
> > 
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