Bug 334167 - kmymoney ofx import inverts the amount of imported transaction
Summary: kmymoney ofx import inverts the amount of imported transaction
Status: RESOLVED WORKSFORME
Alias: None
Product: kmymoney
Classification: Applications
Component: general (show other bugs)
Version: 4.6.4
Platform: Debian unstable Linux
: NOR minor
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2014-05-01 07:44 UTC by Dominique Dumont
Modified: 2022-03-17 12:39 UTC (History)
2 users (show)

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Description Dominique Dumont 2014-05-01 07:44:47 UTC
I import ofx file into a credit cart account (a liability account). The OFX file is provided by French La Banque Postale.

The Ofx file reports credit card transaction with a positive amount. Ex:
<TRNTYPE>POS
<TRNAMT>57.53

The liability account report each credit card transaction as an increase. On ofx import, all credit card transaction are imported in the column "decrease" instead of the column "increase".

All the best 

Reproducible: Always

Steps to Reproduce:
1. Import an ofx file in a credit card account (type liability)
2.
3.
Actual Results:  
all credit card transaction are imported in the column "decrease"

Expected Results:  
all credit card transaction should be imported in the column "increase"

Could you offer the user a choice when importing the ofx file whether to invert of not the amount ?

Work around:
 process the ofx file before import with:
 perl -p -e 's/TRNAMT>/TRNAMT>-/g'  bad.ofx > good.ofx

All the best
Comment 1 Jack 2018-08-29 22:53:43 UTC
Does this still occur with 5.x?  If so, the English column names are Charge (on the left) and Payment (On the right) and please specify which you mean, as it is easy to confuse, as increasing the debt is decreasing the balance.  Separate question - what happens to a payment transaction?  Does it get imported correctly, or is it also reversed?
Comment 2 Dominique Dumont 2018-09-02 08:07:09 UTC
Uh ? In this account, the columns are: Date, Details, C Increase, Decrease and Balance (from left to right).

On kmymoney 4, the bills paid by credit cards show up in the Increase column *if* the amounts are inverted like I explained in the original bug report.

I'll try on kmymoney 5 and keep you posted.
Comment 3 Dominique Dumont 2018-09-02 19:04:20 UTC
There's a comma missing in my last comment after 'C'.

The shown columns are: Date, Details, C, Increase, Decrease and Balance
Comment 4 Dominique Dumont 2018-09-17 11:17:25 UTC
Unfortuanetaly, OFX import in kmymoney 5.0.0 (from Debian) does not work with a liability account: the "Account selection" widget no longer offers the possibility to import OFX data in a liability account. OFX import is available only for "Asset" account.
Comment 5 Jack 2022-03-14 22:57:31 UTC
This is clearly no longer true - I frequently do OFX import into Credit Card accounts, which are liability accounts.  If you are still having problems with a recent KMyMoney, feel free to reopen, and hopefully provide a small test kmy file.
Comment 6 Dawid Wróbel 2022-03-17 12:39:20 UTC
For the record, it is also now possible to "Invert sign of transaction amount" when importing an OFX file, for any statements that are not generated properly.