George,
(taking back to the list)
I do understand how frustrating this is. I went most of a year with no
online price updates, and my eventual success was by using
Finance::Quote and its yahoo_json source. Note that Finance::Quote is
not configured on the above page, and it and it's Perl dependencies
need to be installed independent of KMM. How you do that depends on
which distribution you are using. We don't have usage statistics to
know what other online quotes sources other users are still having any
success with.
The problem is not in your data, it's in the changes that sites make to
their web pages, often specifically to prevent this type of data
retrieval from working.
Starting from scratch is not likely to help. The core data used by the
Online Quotes feature is stored in ~/.config/kmymoney/kmymoneyrc the
first time a user runs the program. Even if you update KMM and it has
updated online quote settings, they will not get applied to an existing
kmymoneyrc file. You might test by creating a new user, creating a new
KMM file with one investment account and one security, and then trying
each of the sources to see if it will work. If so, you can find the
relevant entries either in the kmymoneyrc file or using the
Settings/Configure KMyMoney menu, and selecting Online Quotes on the
left. You can then compare those settings to the ones when you run KMM
as yourself.
If a given source fails to get a date and/or price, you can manually
look at the returned page, using teh URL from that configuration page,
and see if you can modify the regular expressions for Price and Date to
pull out the desired data. I have tried this myself in the past, and
not been successful, even though I'm reasonably good with regular
expressions.
I really wish there was an easy resolution to this problem, but I don't
know of one. There are folks out there who continue to try new
approaches, and I'm sure we'll hear if any of them turn out to be
successful. Then we'll just need to get that work incorporated into
KMM, or even better, into one of the libraries used by KMM and other
finance software.
Jack
On 2020.01.17 16:37, George Simonis wrote:
Hi again, Jack, Here's my problem: The investments don't update.
Let me offer this: Would I be better off to start all over and enter
it all again? Or would that also not help. I get frustrated because
what was automatic is now seemingly impossible. If I reentered
everything would the update work?
On Monday, January 13, 2020, 11:54:10 AM EST, Jack
<ostrof...@users.sourceforge.net> wrote:
If you want any real help, you need to cooperate and give us some
information we can follow up on. Which sources have you tried (at
least one example) and what stock symbol? Without that, we don't
know if your particular problem is the same as anyone else's. If you
read through all the treads mentioned, you would have a better
understanding of why this is so hard. You are correct that it really
should not be so hard, but because every source provides their data
in different formats, and they change those formats at will and with
no announcement, it IS difficult to keep up with all those changes.
In addition, the design of the KMM price update process makes it hard
to automatically push such changes, even if we know about them,
without possibly needing some manual intervention from the user.
The basic reason it has gone from almost always working to the
current state is that most/all of the sources have accelerated the
rate at which they make changes to their web sites, possibly because
of the increase in use. If you look at the web site, you see their
ads. If KMM downloads the data, nobody sees the ads. They want you
to see the ads, so they change the format.
Again, if you want to make it work, you need to give us a concrete
example of an attempt that failed for you.
In my own case, I have had recent luck using the Finance::Quote
(there is a checkbox on the stock's final configuration page). If
you check that box, then the "sources" dropdown is filled with the
F::Q sources. I have had luck selecting yahoo_json from that list.
Jack
On 1/13/20 10:48 AM, George Simonis wrote:
I've tried 3 or 4 sources that are listed on the drop down. No luck.
If tey don't work, why are they still listed as sources? Am I the
only one having these problems?It used to be easy to update the
stocks, now it is impossible.
On Wednesday, January 8, 2020, 01:47:01 PM EST, Jack
<ostrof...@users.sourceforge.net> wrote:
George,
What source are you using for the updates? As Thomas said, some
sites,
such as Yahoo, have simply stopped providing that service, so it
simply
won't work, and there is nothing KMyMoney can do about it. Some
have
changed the format of what they provide, so we might be able to
adjust
the settings for that source, but we would need to know which
source.
Did you look through the forum as Thomas suggested? In terms of
errors
- is there really nothing more than "failed to update"? Is that on
console or in a pop-up?
Jack
On 2020.01.08 12:36, George Simonis wrote:
> The stocks, mutual funds, do not update at all. Instead I get
failed
> to update in red, and then nothing. The stocks used to update
easily.
> There was an "update all" button, and presto, they were updated.
NOT
> SO in the last 2 years.Now it(investments ) have to be manually
> updated which is a pain in the butt! What happened to the easy
> updates?
>
> On Monday, January 6, 2020, 3:01:20 PM EST, Thomas Baumgart
> <t...@net-bembel.de> wrote:
>
> George,
>
> some sources have changed their data format others have seized
their
> operation. There are a couple of discussion threads on the
KMyMoney
> forum at https://forum.kde.org/viewforum.php?f=69
>
> In order to give some more advice or analyze your situation we
would
> need some details about the problem (e.g. error messages that are
> shown on the GUI or a console).
>
> Regards
>
> Thomas
>
>
>
> On Montag, 6. Januar 2020 16:55:22 CET George Simonis wrote:
>
> > Thomas, I have used Kmymoney for years, and up til about a year
or
> so ago, was always able to update my stocks through the program.
That
> has stopped and for some reason, I cannot update the stocks at
all.
> Do the latest Kmymoneys fix the problem? I enjoyed having the
stocks
> update automatically, and now the stocks are a big mess. HELP!
> >
> > On Friday, January 3, 2020, 05:30:23 PM EST, Thomas Baumgart
> <t...@net-bembel.de> wrote:
> >
> > Larry,
> >
> > On Freitag, 3. Januar 2020 23:10:16 CET Larry Cutrone wrote:
> >
> > > I recently downloaded KMYMoney to migrate away from Quicken.
I
> like the
> > > look & feel, and can tolerate having to start from scratch to
add
> categories
> > > with which I am familiar.
> >
> > Did you know, that you can try to import a QIF file to keep your
> history? Might be worth a try, your mileage may vary though.
> >
> > > I added several accounts and on my 1st attempt
> > > ran into date issues since my bank used 4 digit and the
program
> only allows
> > > for 2 digit year. Is there a way to change this?
> >
> > The date format is usually controlled by the KDE system
settings.
> KMyMoney just uses that. Or am I misunderstanding the question?
> >
> > > 2nd question is how do I
> > > find options to set up my accounts to updated from my bank via
> online
> > > banking?
> >
> > That depends on the possibilities your bank supports. Usually
you
> use "Account/Map account" to setup direct online processing of
> statement/transaction data. Another possibility is to import CSV
> files.
> >
> > > Any help will be much appreciated even if it is to read some
> > > documentation (as long as I know where it is).
> >
> > Documentation can be found here:
> https://kmymoney.org/documentation.php
> >
> > Hope that helps and gets you started.
