Bug 484267 - CSV import to multiple accounts feature request
Summary: CSV import to multiple accounts feature request
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: importer (show other bugs)
Version: 5.1.3
Platform: Microsoft Windows Microsoft Windows
: NOR wishlist
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2024-03-22 18:32 UTC by Mike Wolfe
Modified: 2024-03-22 18:32 UTC (History)
0 users

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Description Mike Wolfe 2024-03-22 18:32:09 UTC 
SUMMARY
This is a feature request, not a bug.

OFX Direct Connect support has been dropped for all my accounts, and pulling .csv or .ofx files for each is a hassle. I CAN get an export from Empower Personal Dashboard (personalcapital.com) that has transactions from all three of my accounts in a .csv format, but I can't (or don't know how to) import the CSV and have transactions put in their respective accounts.

Format is as follows:

2024-03-16,"Credit Card - Ending in XXXX","Amazon","General Merchandise",,-24.77
2024-03-16,"Credit Card - Ending in XXXX","Amazon","General Merchandise",,-16.15
2024-03-15,"Credit Card - Ending in XXXX","Target","General Merchandise",,-14.09
2024-03-12,"Blue Cash Everyday - Ending in XXXX","Mcdonald's","Restaurants",,-5.26

It would be super convenient for me to just pull in a single .csv file formatted like the example, map the credit cards from the .csv to KMM accounts, then import automatically.


SOFTWARE/OS VERSIONS
Windows: 11

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