[Kmymoney] starting account

[aga]

On Fri, 17 May 2013 11:41:43 +0200
Gary Kirkpatrick <pegngary at gmail.com> wrote:

> this is a repeat of an earlier one that was bounced.
> 
> I have some accounts where I can get up to two years of transactions
> off the bank site.  Is it best to start by adding just this years to
> date and then go for previous periods?   I have years of data on
> quicken-  should I try to add those and if so should I do them first
> and then add what i can download?  Or should I start as of today and
> not download info/add quicken info?  Some accounts are investment
> accounts versus a checking acct.  Does this make a difference?
> 
> thanks
> 
> garyk

I think this is largely a question of personal choice, but, so far as
QIF imports are concerned, I wouldn't be too ambitious.  You could try
importing everything in one go, but don't be surprised if you run into
problems.  You're more likely to run into trouble with investments, so
I'd advise doing them separately.  Depending on your QIF file, you may
need to set up the securities in their investment accounts before
import, but it may be that your QIF file is formatted correctly.

So far as your bank accounts are concerned, what export formats are
available?  QIF and CSV should handle indefinite periods, but OFX may
be different.  There has been some discussion of this very recently in
the lists.

I'd be inclined to try imports first as it may save you having to set-up
accounts manually, if you are still using the same accounts as
historically.


Allan