Bug 400685

Summary: OFX Importer not showing payee mapping option
Product: [Applications] kmymoney Reporter: Ron <kd6awa>
Component: importerAssignee: KMyMoney Devel Mailing List <kmymoney-devel>
Status: RESOLVED NOT A BUG    
Severity: normal    
Priority: NOR    
Version: 5.0.0   
Target Milestone: ---   
Platform: Mint (Ubuntu based)   
OS: Linux   
Latest Commit: Version Fixed In:
Attachments: OFX sample data file
Account Editor showing OFX options

Description Ron 2018-11-05 04:53:28 UTC
Created attachment 116093 [details]
OFX sample data file

SUMMARY
In a manual File | Import | OFX, KMyMoney 4.7.2 OFX Importer asks for a Payee mapping tag to either <PAYEEID>, <NAME> or <MEMO>

v5.0.0 no longer has this option so the attached sample file no longer imports correctly (I used to specify <MEMO>). Payee=Unit-based Fund then processed so that the brokerage account used the security names in <SECMEMO>

Has this mapping been moved to another setting or method?

Thank you.
Comment 1 Thomas Baumgart 2018-11-05 07:43:56 UTC
Created attachment 116094 [details]
Account Editor showing OFX options

Maybe it has been moved. I don't remember the details about 4.7.2.  Please see attached screenshot of the account editor of an account with OFX mapped account.