Bug 499728 - CSV Importer Improvements
Summary: CSV Importer Improvements
Status: RESOLVED FIXED
Alias: None
Product: kmymoney
Classification: Applications
Component: general (show other bugs)
Version: git (master)
Platform: Other Linux
: NOR wishlist
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2025-02-09 20:31 UTC by Brendan
Modified: 2025-04-02 06:47 UTC (History)
0 users

See Also:
Latest Commit:
Version Fixed In: 5.2
Sentry Crash Report:


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Description Brendan 2025-02-09 20:31:04 UTC
Unfortunately I can no longer import OFX files from some of my accounts. I have switched to CSV files where possible.

I think the import process could be a little easier. 

Save the defaults on the first screen. If the last time I imported a CSV file I used the banking options and I checked "Skip setup", have those selected the next time I use the CSV import option. Saving these regardless of the account I last imported to would be great, recognizing which account I am currently looking at in the ledger and saving them for each account would be even better.

After selecting the CSV file and clicking "Import CSV", find a way to pre-select the account that you want to import the transactions to. I suspect this is not easy since there is no account information like there is in an OFX file.

I have a couple of suggestions:

1) Base it on the file name of the CSV file. Require the CSV file name to match the account name in KMM (which mine do) in order to pre-select the account name in the drop down list in the account selection dialog box.

2) If #1 above fails to match an account, use the account that is currently active in the ledger.

In both cases the the account selection dialog box should probably open so you can change accounts if necessary.

It might make sense to make this an option in the KMM settings so that it can keep working as it does today for those that like it the way it is.