[Kmymoney] transfer auto detection

[Atish Nazir]

On 03/04/13 12:53, Thomas Baumgart wrote:
> Hi,
>
> On Wednesday 03 April 2013 10:22:00 Atish Nazir wrote:
>
>> 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?
> Did you try to use the Default Account assignment in the payees view? I am not 
> sure if this only works for new transactions or also for imported (they should 
> be new to KMyMoney as well).
>

Thanks, that sort of works.  The failure point now is trying to
articulate payee matchers to hit a specific account and making sure that
I import statements for accounts in a particular order.  For the time
being, I'm going to keep it simple, do the transfers manually so that I
don't end up with a brittle set-up.

Thanks for all your help, think I've got a much better understanding now.