Bug 373057 - More line filter options in CSV importer
Summary: More line filter options in CSV importer
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: importer (show other bugs)
Version: 4.8.0
Platform: Other All
: NOR wishlist
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2016-11-28 23:49 UTC by Rick Yorgason
Modified: 2016-11-28 23:49 UTC (History)
0 users

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Description Rick Yorgason 2016-11-28 23:49:50 UTC 
On the 'Lines' page of the CSV importer, I'd like to see another filter option, like so:

Include rows where column [column number dropdown] contains [text input]

For instance, I could set it to:

Include rows where column [7] contains [USD]

and if my CSV includes some rows that say 'USD' and other rows that say 'CAD', it would only include the rows that say 'USD'.

Rationale:

PayPal effectively gives you different accounts for each currency, but in order to get all the details of your transactions, you need to download a CSV file with all the currencies mixed together, like so:

Date, Time, Time Zone, Name, Type, Status, Currency, Amount, Receipt ID, Balance, 
"21/11/2016","09:43:15","PST","Dotster","Preapproved Payment Sent","Completed","USD","-9.99","","0.00",
"21/11/2016","09:43:15","PST","From Canadian Dollar","Currency Conversion","Completed","USD","9.99","","9.99",
"21/11/2016","09:43:15","PST","To U.S. Dollar","Currency Conversion","Completed","CAD","-13.84","","0.00",
"21/11/2016","09:43:15","PST","Bank Account","Add Funds from a Bank Account","Completed","CAD","13.84","","13.84",
"06/11/2016","03:15:16","PST","Thomas McDiarmid","Express Checkout Payment Sent","Completed","USD","-79.95","","0.00",
"06/11/2016","03:15:16","PST","From Canadian Dollar","Currency Conversion","Completed","USD","74.07","","79.95",
"06/11/2016","03:15:16","PST","To U.S. Dollar","Currency Conversion","Completed","CAD","-102.20","","0.00",
"06/11/2016","03:15:16","PST","Bank Account","Add Funds from a Bank Account","Completed","CAD","25.60","","102.20",

Notice the 'Currency' column.

I'd like an easy way to import different lines into my "PayPal USD" account and my "PayPal CAD" account. With the feature I'm requesting, I can just import the same CSV twice with different filters and have it work fine.

Of course, you could write more complicated features to handle this better. For instance, the 'Banking' page could include an 'Account' column and a table that lets me associate cells that say 'USD' with the 'PayPal USD' account, but that's a lot more complicated than this feature, and I think this feature is useful in any case.