[Kmymoney] [Kmymoney2-user] OFX import question

James Colby jcolby at gmail.com
Mon Aug 22 17:40:14 UTC 2011


On Wed, Jun 29, 2011 at 7:21 AM, Thomas Baumgart <thb at net-bembel.de> wrote:
> Hi all,
>
> on Tuesday 28 June 2011 21:45:38 James Colby wrote:
>
>> All -
>>
>> I am using kmymoney 4.5.3 and am having an issue when I try to import
>> an OFX file from my bank.  For some reason all the Payees are coming
>> up as "POS transaction" and the actual payee data is in the memo
>> field.  I suspect that it is a problem with the way my bank generates
>> the OFX file, but I was wondering if there was a way I could customize
>> KMM to use the memo field data as the payee?
>
> The next release will have a feature to select between PayeeId, PayeeName and
> Memo to extract information for the payee. It is only available for OFX Direct
> right now and needs to be implemented for file import. Don't know if I will
> find the time to work on the file import implementation until release though.
>
> --
>
> Regards
>
> Thomas Baumgart
>
> GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
> -------------------------------------------------------------
> 90 percent of all errors are sitting
> 60 cm in front of the display.
> -------------------------------------------------------------
>

I just installed KMM 4.6, and was wondering if the feature to choose
Payeeid, PayeeName, or memo to use for payee name when importing from
an OFX file was implemented in this release.  I can't seem to find a
way to do it, and I don't see anything in the docs.

Thanks,
James


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