[Kmymoney] Hello - new and looking for help and advice migrating from MsMoney to KMM

[aga]

On Wed, 10 Aug 2011 00:29:52 +1000
Peter <cave at tpg.com.au> wrote:

> Hello Allan
> 
> Just before going to bed I tried opening a .qif file - easy and looked
> at one of the credit card accounts.
> 
> I did not see anything private or confidential in it so have attached
> the .qif file here. 
> 
> It is not large and an account I do not use a lot but the importing
> result is the same.
> 
> Thanks
> 
> Peter

Hi Peter

Well, as far as I have seen so far, that has imported perfectly, which
was a bit unexpected.  At first I thought it had completed correctly
as the transactions appeared to be fine.  As I wanted a count, and
couldn't be bothered to do it manually, I reran the import, and was
perturbed as the import status showed there should have been 48
items, far more than in the account.  So, I first looked at the qif and
thought it might be a problem with the date field separators, but that
couldn't be as the import status showed they had imported.  Then I
realised I was looking at the checking account, not the credit card one.

48 transactions in a credit card account (Amex Gold Card), with the
payments showing in a new checking account (Bank of Qld   A Account).

When you try it, if there is still a problem, try running KMM from the
command line ( just typing kmymoney should do it. If not, assuming your
Mint does the same as mine, /usr/bin/kmymoney) and you should get
details of the import's progress.

Fingers crossed

Allan

> 
> On Tue, 9 Aug 2011 13:19:50 +0100
> aga <agander93 at gmail.com> wrote:
> 
> > On Tue, 9 Aug 2011 21:37:09 +1000
> > Peter Cave <cave at tpg.com.au> wrote:
> > 
> > > Hello
> > > My name is Peter and am relatively unfamiliar with lists so hope
> > > not to make too many mistakes here.
> > > 
> > > I am electronics hardware technical but not very good with
> > > intracies of software.
> > > 
> > > I have been trying for at least 6 months to migrate all programs
> > > in Win XP to Linux Mint 9 or 10 and in particular MS Money 2006
> > > small business to any version of KMM available to me on Mint.
> > > 
> > > Mint 9 allows me to download KMM 1.0.4 
> > > 
> > > Mint 10 gives me KMM 4.5.0
> > > 
> > > I have my accounts - bank and credit card all ok on MS Money.
> > > 
> > > I can update these files with downloaded bank info in QIF format
> > > with no problem at all.
> > > 
> > > I can export/save/reimport each file completely/successfully in
> > > QIF format in MsMoney.
> > > 
> > > Ms Money gives the option of exporting in "Loose QIF" format to
> > > avoid truncating names/descriptions etc.
> > > 
> > > My frustration is that when I import a QIF file into either of the
> > > above KMM versions, KMM seems to decide that all files belong to
> > > the asset group and all are checking accounts.
> > > 
> > > Credit card accounts are imported as assets / checking accounts.
> > > 
> > > I am unable to change them.
> > > 
> > > Even after deleting all transactions in some of these accounts I
> > > cannot delete the account in some cases - not all.
> > > 
> > > Even if I make a new credit card (liability) account I cannot
> > > import QIF files directly to it.
> > > 
> > > If I move the transactions then I get duplicates without choice.
> > > 
> > > Most of the bank accounts import correctly as assets.
> > > 
> > > I have read some of the archives and this problem is alluded to by
> > > Martin on Fri 29 July 2011 - something to do with leading zeros
> > > and a bug report at http://bugs.debian.org/625993
> > > 
> > > A patch was mentioned but I do not know if this solves the same
> > > problem and my knowledge is insufficient to know how to apply
> > > suchAmex Gold 030811 a patch if I had it.    
> > > 
> > > Sorry for such a long explanation - just trying to be fairly
> > > explicit as to what is happening.
> > > 
> > > My thanks in advance to anyone who can shed light on what I may be
> > > doing wrong before I lose all my greying hair.
> > > 
> > > Regards
> > > 
> > > Peter 
> > > AMD dual core 
> > > 2GB ram
> > > _______________________________________________
> > > KMyMoney mailing list
> > > KMyMoney at kde.orgAmex Gold 030811
> > > https://mail.kde.org/mailman/listinfo/kmymoney
> > > 
> > 
> > Hi Peter and welcome
> > 
> > It is always advisable to use the latest release available to you.
> > Two possibilities here.  Going to Mint 11.04 will get you v4.5.3-2.
> > Even the, v4.6 has just today been released, and is likely to be
> > made available by Claydoh on his PPA, so it's worth keeping an eye
> > on that.
> > 
> > Now to your import problems.  No problems with the length of your
> > description - the more detail, the better.
> > 
> > It sounds like you are importing a number of accounts in one file,
> > and in theory that works.  But, much depends on the structure of
> > your file.  Is there any possibility of providing a copy direct to
> > me, or an extract that shows the problem?  It makes sense to edit
> > private data, but without changing the structure, if that's
> > possible.
> > 
> > Allan
> > _______________________________________________
> > KMyMoney mailing list
> > KMyMoney at kde.org
> > https://mail.kde.org/mailman/listinfo/kmymoney
> > 
> > 
>