Importing ofx & csv files - can't access current account

[Thomas Baumgart]

Hi,

On Monday 25 July 2016 15:51:56 Peter Booth wrote:

> On Mon, 25 Jul 2016 10:30:58 +0100
> 
> aga <agander93 at gmail.com> wrote:
> > On 25/07/16 09:08, Peter Booth wrote:
> > > Hi,
> > > I have 2 current accounts, one in euros, the other in sterling. Both
> > > accounts are in the Asset Accounts hierarchy. The euro account is the
> > > main account and I can import ofx transactions with no problem.
> > > With my sterling account, when I come to import either ofx or csv, in
> > > the dialog where I choose the account, I am told "no account
> > > information has been found for the selected statement file. Please
> > > select an account using the selection box...". When I try to select the
> > > sterling account, I am presented with the hierarchy leading to the euro
> > > current account with no possibility of choosing the sterling account.
> > > If I type in the full name of the account it is still not recognised.
> > > The result is that I can't import the file, be it ofx or csv.
> > > I used to be able to import csv files for this account prior to the
> > > upgrade to 4.8.0.
> > > Thanks for any help
> > > Peter
> > 
> > This sounds similar to a problem introduced by 4.8.0, and which is
> > expected to be fixed in 4.8.1.
> > 
> > In the meantime, there is a work-around for the known problem, and which
> > might be worth your trying it.
> > 
> > Create a temporary checking account, and import into that.  Then, select
> > all those transactions and right-click and select 'Move to... (your
> > intended account)'.
> > 
> > Let's know how that goes.
> > 
> > Allan
> 
> Yes that works, thanks. Look forward to the fix in 4.8.1.
> On a side note, when importing transactions, the date and the amount may be
> identical, but if the details value isn't exact, kmymoney will not match
> the transactions. Is this something that could be improved on? I seem to
> remember it working reasonably well around kmm 4.6. Thanks for your help -
> appreciate the good work you are doing. Peter

Hm, the matcher worked that way from day one. For scheduled transaction that 
is different when you set the 'this is an estimate' option on the schedule. 
Maybe you have seen this behavior with scheduled transactions.

-- 

Regards

Thomas Baumgart

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My software never has bugs.
It just develops random features ... -- anonymous
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