[Kmymoney] Choosing the bank import file

aga agander93 at gmail.com
Tue Jan 27 00:05:40 UTC 2015



On 26/01/15 22:52, huw wrote:
> On 26/01/15 22:14, aga wrote:
>>
>> OFX is theoretically the best, as it was built for the job, but not
>> every supplier stays within the rules.
>>
>> The last three are probably proprietary.  The first is likely to be
>> CSV (comma separated values), for which there is a KMM plugin.  How
>> successful it will be, depends on the actual file format and type.
>> Banking is pretty standardised but investment less so, but as you
>> mention 'bank', you could be in with a chance.
>>
>> What KMM version do you have?  The latest is best.  CSV support has
>> been in for a while now, but has been 'evolving', shall we say?  It's
>> certainly worth  a try.
>>
>> If you have any difficulty, let's know.
>>
>> Allan
> Thank you Allan, I appreciate your advice.  Yes I'm referring only to
> banking.  OFX is what I get with what I usually select, which is
> Microsoft Money 2002, but CSV sounds promising (I notice you're the
> author of that plugin!).  I think I'll give it a go.
>
> I'm using 4.7.1 and that's on Manjaro so I assume it's the latest
> release of KMM.

Yes, that is the latest stable release.

> One more question - would there be any implications to suddenly
> switching the file type that I use to import transactions?

I don't believe so.  I've switched between the different formats 
numerous times.

Allan
> Kind regards,
> Huw
>
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