Thanks for any suggestions.
Jack _______________________________________________ KMyMoney-devel mailing list KMyMoney-devel@kde.org https://mail.kde.org/mailman/listinfo/kmymoney-devel
I'm continuing to work through my huge backload of investment account
OFX imports. One of the annoyances is that Merrill Lynch uses
categories such as _Dividend and _Fee, which is how they get imported
(I think those categories probably got created during such an import,
but I no longer remember when or how it actually happened. Is there
any way to get them to map to the categories I prefer to use for those
accounts? Unfortunately it's not completely static. For example, _Fee
should always be "Other Fees/Misc Broker Fees" but _Dividend depends on
which account, whether it's Dividends or Tax Deferred Dividends. Since
this is OFX Direct Connect, I don't have the opportunity to edit the
OFX file on the fly. Am I just stuck with manually adjusting as I
confirm the import?
- [Kmymoney-devel] category matching/mapping during OFX import Jack
