[Kmymoney] Re: Fields mess on OFX import

[Thomas Baumgart]

Hi,

on Thursday 21 April 2011 23:25:45 Vincent Frison wrote:

> 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.

This is a per account option, so go to the accounts view, select the account, 
open its detail dialog (Edit account...). Then select the Online settings tab 
and then the "Import Details" tab.



> 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.
> > >> _______________________________________________
> > >> KMyMoney mailing list
> > >> KMyMoney at kde.org
> > >> https://mail.kde.org/mailman/listinfo/kmymoney
> > > 
> > > _______________________________________________
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> > > KMyMoney at kde.org
> > > https://mail.kde.org/mailman/listinfo/kmymoney
> > 
> > _______________________________________________
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> 
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-- 

Regards

Thomas Baumgart

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