[Kmymoney] transfer auto detection

[Atish Nazir]

On 2 Apr 2013, at 23:20, Jack wrote:

> On 2013.04.02 15:50, Atish Nazir wrote:
>> Hi,
>> I have a current account and two credit cards; I pay off my credits cards via direct debt and BACS from my current account.  I import OFXs for all three accounts manually.
>> I can't figure out how to get KMyMoney to auto match the withdrawals from my current account to the payments on my credit cards. The amounts match and the dates match.  I can create the transactions by hand, but it's cumbersome and I have to ensure that I delete the imported payments and withdrawals.
>> Thanks in advance.
> 
> If I understand correctly what you want, yes, it can work.  However, for any transaction, it is important to get the first imported instance set up correctly.  For example, if you import the credit card OFX, the payment will just show up as a deposit to the account.  You need to manually edit that to be a transfer from the current account.   If you don't do that, then the current account OFX import will just show a payment, not a transfer.  On an OFX import, KMM only matches imported transactions to transactions already in that account.  It does not look for matches in other accounts.
> 


Thank you, that worked nicely on a copy of my personal accounts.

Is there a way to use the payee auto-matching to mark transactions as transfers?