https://bugs.kde.org/show_bug.cgi?id=277861
--- Comment #9 from allan <agander93 gmail com> 2011-09-08 12:07:54 --- (In reply to comment #8) > (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. I think my 'problems' mentioned above may be safely ignored now. Looking more healthy now. -- 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
