[Kmymoney] grouping old payees

[Thomas Baumgart]

Hello,

On Friday 18 May 2012 22:01:26 hugo borrell wrote:

> Hello,
> 
> 2012/5/18 Thomas Baumgart <thb at net-bembel.de>
> 
> > Hello,
> > 
> > On Friday 18 May 2012 10:37:22 hugo borrell wrote:
> > > Hello,
> > > 
> > > I'm just discovering how to match new payees using correspondences. 
> > > (ex: make the old AREA1234 payee the same as the new AREA 5678).
> > > How can I> 
> > make
> > 
> > > this upon the old ones ? I have a freaking list of old AREA xxxx...
> > 
> > Simply delete the old ones. You will be asked to which other payee the
> > transactions of them should be assigned. See also
> > 
> > http://kmymoney.org/kde4/online-manual/details.payees.html#idp38238736
> > 
> > Hope that helps.
> 
> Yes it does help ! I was afraid about what would happen deleting one of the
> payees.
> 
> Many thanks !
> 
> BTW I still don't get one point about payees : when I transfer money from
> one account to another (eg : "check" to "savings") I can mention an
> operation name (eg : "april savings from old stuff sold ").
> 
> Now once imported in KMM, this operation name becomes a payee... Which can
> lead to lots of payees in the end !

Which method/protocol do you use to import the data? 

> What would be the correct way to use this ? Alway mention the same
> operation name for the same kind of transfer to get one payee per operation
> type (eg : "from check to savings") ?
> 
> This solution seems strange to me since KMM offers the oportunity not to
> declare a payee as destination when this is an internal transaction... But
> I still get a payee named as the operation name.

This really depends on the data you import. Can you provide some sample of it 
in its original form (use my personal e-mail if necessary)?

-- 

Regards

Thomas Baumgart

GPG-FP: E55E D592 F45F 116B 8429   4F99 9C59 DB40 B75D D3BA
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