Bug 400685 - OFX Importer not showing payee mapping option
Summary: OFX Importer not showing payee mapping option
Status: RESOLVED NOT A BUG
Alias: None
Product: kmymoney
Classification: Applications
Component: importer (show other bugs)
Version: 5.0.0
Platform: Mint (Ubuntu based) Linux
: NOR normal
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2018-11-05 04:53 UTC by Ron
Modified: 2018-11-05 07:44 UTC (History)
0 users

See Also:
Latest Commit:
Version Fixed In:

Attachments
OFX sample data file (2.56 KB, text/plain)
2018-11-05 04:53 UTC, Ron 		Details
Account Editor showing OFX options (31.13 KB, image/png)
2018-11-05 07:43 UTC, Thomas Baumgart 		Details
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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.