https://bugs.kde.org/show_bug.cgi?id=277861
--- Comment #8 from allan <agander93 gmail com> 2011-09-06 23:42:02 --- (In reply to comment #7) I have the wizard version working pretty well now, with just a few loose ends to tidy up. whilst I'm biased, I must say it's a lot better than the previous versions. In parallel, I working on improving the handling of broker csv files. In parallel because changes to the ui are needed. I've come across a couple of issues on which I need advice. They both concern categories. Up to now, as I started off from bank statements, I did not need splits, but, because in broker files there is useful category information, it would be a shame not to use it. With a bit of a struggle, I have this sort of working. One issue is that some entries have no transaction type, or rather have the information in a different column. Another is that a broker statement may include information on more than one security, plus broker fees and interest, and transfers of money. Now the queries. 1) If the needed category already exists, all is fine-ish. I've borrowed some code from mymoneyqifreader - the checkCategory() function, which largely works for me, to the point where it needs to create a new category. This involves the KMyMoneyApp, to which the plugin has no access, I think? Can anything be done about this, or do I accept a limitation, requiring manual creation of categories? Or, would it be legit. to instantiate a new KMyMoneyApp in order to create a new category? Or, maybe there's another way....... 2) I'm confused about transaction matching. I have two transactions with the same payee, one being a dividend and the other investment/broker interest. The first one imports OK, but the second gets its category changed to dividend, apparently as a result of transaction matching. I wouldn't have thought it correct to change a category without a query being flagged. Am I wrong? Am I missing something? There's a subsidiary one about why a _Dividend category gets created sometimes when there is already a dividend category, but I'll have a look at that one. -- Configure bugmail: https://bugs.kde.org/userprefs.cgi?tab=email ------- You are receiving this mail because: ------- You are the assignee for the bug. _______________________________________________ KMyMoney-devel mailing list KMyMoney-devel@kde.org https://mail.kde.org/mailman/listinfo/kmymoney-devel
