[Kmymoney] [Kmymoney2-user] OFX import question

Vincent Frison vincent.frison at gmail.com
Tue Aug 23 15:26:51 UTC 2011


Hi James,

I've created a feature request for that :
https://bugs.kde.org/show_bug.cgi?id=271734
The issue is still in the UNCONFIRMED status, it would be a very good news
if it's already implemented in KMM 4.6 ! For now I'm using a small script
for cleaning OFX files exported from my bank website.

Regards, Vincent.

2011/8/22 James Colby <jcolby at gmail.com>

> 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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>
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