[Kmymoney] Exporting a .QIF file ...

[aga]

On Thu, 18 Apr 2013 15:01:31 +1200
Zed <zed at zed.net.nz> wrote:

> aga <agander93 at gmail.com> wrote:
> 
> > On Wed, 17 Apr 2013 10:17:46 +0200 Michael Berger <idest at online.de>
> > wrote:
> > 
> > > Did you select an account in the field "Accounts to export"? In
> > > the field "Contents to export" you must select either one or both
> > > of "Accounts" and/or "Categories".
> > > 
> > > Hope that helps, Michael Berger
> > > 
> > > 
> > > On 04/17/2013 07:18 AM, Zed wrote:
> > > > Lost, once again!
> > > >
> > > > I've been venturing into parts of KMM other than simple
> > > > accounting and decided to have a shot at exporting one of my
> > > > accounts as a .QIF file. Unfortunately, I "fell at the first
> > > > fence".
> > > >
> > > > When one chooses File/Export/QIF... the screen presented has a
> > > > choice "File to export to" and give a choice of entering a file
> > > > name or Browsing for one. The filter is QIF but I haven't yet
> > > > got a QIF file on my computer.
> > > >
> > > > I have read the KMM user guide but that just repeats what is in
> > > > the program itself.
> > > >
> > > > Would some kind person explain to me where I am going wrong,
> > > > please?
> > > >
> > > > David
> > > >
> > 
> > As Michael said, it is necessary to select the account you wish to
> > export, and also either or both of "Accounts" and/or "Categories".
> > So far as file name is concerned, one doesn't need to have an
> > existing file.  If you choose to browse, rather than entering the
> > path/name directly, just enter the name you wish to give to the
> > file, without extension, then click save, and that path is then
> > entered into the wizard, and that then will enable the Export
> > button.  If instead, you enter the path and name directly, I notice
> > a slight quirk, in that the extension is added as soon as the first
> > letter of the name is entered. It's necessary to enter the rest of
> > the name before the dot (of course).
> 
> Thank you Allan and Michael for the prompt response.
> 
> I followed your directions.  Firstly, using the Browse options, I
> navigated to where I keep my KMM account.  When I entered the first
> letter of the account name, the file name appeared (in this case
> zed.kmy) and when I clicked on Save, the full path was shown.  The
> only difference being that the extension was now .qif.  I ensured
> that both Account and Categories were ticked and that I had a start
> (2011-06-01) and finish (2013-04-18) date. But, the Export option was
> still greyed out.
> 
> I then chose the alternative by entering the first letter of a file
> name and, as you stated, the .qif extension magically appeared.  I
> completed the name.  There was no Save option.  I ensured that both
> the Account and Categories options had a tick and also that a start
> and finish dates were chosen.  Again, the Export option remained
> greyed out.
> 
> I repeated both exercises by first choosing the Default profile with
> the same result and then leaving that option blank.  There was no
> difference.
> 
> So, as you will realise, I am still "falling at the first fence".
> Would it be because I am still using v3.98.1 of KMM? 
> 
>  Any suggestions as to where I am going wrong would be much
> appreciated?
> 
> David
> 

A follow-up on my previous response, is it by any chance an investment
account you were choosing to export?  That capability was only
introduced about a year ago, but checking accounts and categories
should work.

Allan