Bug 512597 - Unable to Import CSV file
Summary: Unable to Import CSV file
Status: RESOLVED WORKSFORME
Alias: None
Product: kmymoney
Classification: Applications
Component: importer (other bugs)
Version First Reported In: unspecified
Platform: Other Microsoft Windows
: NOR normal
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2025-11-25 14:59 UTC by BillH
Modified: 2025-12-26 03:46 UTC (History)
2 users (show)

See Also:
Latest Commit:
Version Fixed/Implemented In:
Sentry Crash Report:


Attachments
Screenshot of bug reported above. (35.81 KB, image/jpeg)
2025-11-25 14:59 UTC, BillH
Details
Screenshot 2025-11-25 131742.jpg (58.69 KB, image/jpeg)
2025-11-25 18:19 UTC, BillH
Details
Screenshot 2025-11-25 131742.jpg (58.69 KB, image/jpeg)
2025-11-25 18:41 UTC, BillH
Details
Screenshot 2025-11-25 140054.jpg (136.29 KB, image/jpeg)
2025-11-25 19:03 UTC, BillH
Details

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Description BillH 2025-11-25 14:59:36 UTC
Created attachment 187162 [details]
Screenshot of bug reported above.

I am following the logical step in an attempt to import a CSV file. I get to the screen where I am prompted to select the File, in addition to the type of account e.g. Bank, Currency prices, etc. However, nothing I do will allow me to progress from this screen to Add or Search for a file.
Comment 1 TraceyC 2025-11-25 17:53:49 UTC
Sending to the KMyMoney project

Can you please let us know what version of KMyMoney you have installed? Thanks.
Comment 2 BillH 2025-11-25 18:02:06 UTC
Hi, please tell me where to find the version identifier? I do not see it on the main screen,.

Bill

-----Original Message-----
From: TraceyC <bugzilla_noreply@kde.org> 
Sent: Tuesday, November 25, 2025 12:54 PM
To: whoward6744@gmail.com
Subject: [kmymoney] [Bug 512597] Unable to Import CSV file

https://bugs.kde.org/show_bug.cgi?id=512597

TraceyC <kdedev@tlcnet.info> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
                 CC|                            |kdedev@tlcnet.info
          Component|general                     |importer
         Resolution|---                         |WAITINGFORINFO
           Assignee|unassigned-bugs-null@kde.or |kmymoney-devel@kde.org
                   |g                           |
             Status|REPORTED                    |NEEDSINFO
            Product|kde                         |kmymoney

--- Comment #1 from TraceyC <kdedev@tlcnet.info> --- Sending to the KMyMoney project

Can you please let us know what version of KMyMoney you have installed? Thanks.

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Comment 3 BillH 2025-11-25 18:04:31 UTC
KMyMoney version 5.0

-----Original Message-----
From: TraceyC <bugzilla_noreply@kde.org> 
Sent: Tuesday, November 25, 2025 12:54 PM
To: whoward6744@gmail.com
Subject: [kmymoney] [Bug 512597] Unable to Import CSV file

https://bugs.kde.org/show_bug.cgi?id=512597

TraceyC <kdedev@tlcnet.info> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
                 CC|                            |kdedev@tlcnet.info
          Component|general                     |importer
         Resolution|---                         |WAITINGFORINFO
           Assignee|unassigned-bugs-null@kde.or |kmymoney-devel@kde.org
                   |g                           |
             Status|REPORTED                    |NEEDSINFO
            Product|kde                         |kmymoney

--- Comment #1 from TraceyC <kdedev@tlcnet.info> --- Sending to the KMyMoney project

Can you please let us know what version of KMyMoney you have installed? Thanks.

--
You are receiving this mail because:
You reported the bug.
You are on the CC list for the bug.
Comment 4 Jack 2025-11-25 18:18:44 UTC
BillH,

First, when replying to a bug by email, please remove everything from your message except your response.  Your entire email becomes the next Comment in the bug, and leaving in what you are replying to clutters up the bug making it harder to read.  Thanks.

You can get the version from Help/About KMyMoney.

5.0 is very old at this point, and no longer supported.  If you are really on 5.0, and that wasn't a typo, please first try upgrading to a 5.2 version, available from https://kmymoney.org/windows.html.

You are correct that once you specify which type of import you are doing (banking, ....) and select or add a new import profile, clicking on Select File should take you to a file chooser dialog to specify the csv file.  For a new profile, you need to type the name to use, and then click "Add" before proceeding.
Comment 5 BillH 2025-11-25 18:19:23 UTC
Created attachment 187168 [details]
Screenshot 2025-11-25 131742.jpg

Another issue is that I no longer can figure out how to navigate to Import anything. The attached shows my screen.

Bill 

-----Original Message-----
From: TraceyC <bugzilla_noreply@kde.org> 
Sent: Tuesday, November 25, 2025 12:54 PM
To: whoward6744@gmail.com
Subject: [kmymoney] [Bug 512597] Unable to Import CSV file

https://bugs.kde.org/show_bug.cgi?id=512597

TraceyC <kdedev@tlcnet.info> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
                 CC|                            |kdedev@tlcnet.info
          Component|general                     |importer
         Resolution|---                         |WAITINGFORINFO
           Assignee|unassigned-bugs-null@kde.or |kmymoney-devel@kde.org
                   |g                           |
             Status|REPORTED                    |NEEDSINFO
            Product|kde                         |kmymoney

--- Comment #1 from TraceyC <kdedev@tlcnet.info> --- Sending to the KMyMoney project

Can you please let us know what version of KMyMoney you have installed? Thanks.

--
You are receiving this mail because:
You reported the bug.
You are on the CC list for the bug.
Comment 6 Jack 2025-11-25 18:23:43 UTC
I'm not certain, but try typing Ctl-M to display the menu bar.  I'm curious how you got to the import screen in your first screenshot.
Comment 7 BillH 2025-11-25 18:41:25 UTC
Created attachment 187169 [details]
Screenshot 2025-11-25 131742.jpg

Hi,

I have 5.2 installed. I notice that there is no prompt to Import either CSV or QIF files, (see attached). 
Is there something I missed during the install of 5.2 that allows me to do this?

Bill
Comment 8 BillH 2025-11-25 19:03:45 UTC
Created attachment 187170 [details]
Screenshot 2025-11-25 140054.jpg

I have made progress with a re-install - up until the attached screenshot. Initial message was incorrect Date format which was corrected. Then the Decimal symbol was attempted using the 3 options -  but I am unable to proceed with the upload.

 

Bill
Comment 9 Jack 2025-11-25 19:07:09 UTC
On the "rows" page of the wizard you need to exclude header and footer rows and only import the rows with actual transaction data.
Comment 10 BillH 2025-11-25 19:12:05 UTC
Jack - 
Thank you-although those rows were blank, the program must have recognized them as having data?
Again, thank you for your patience and support.

Bill

-----Original Message-----
From: Jack <bugzilla_noreply@kde.org> 
Sent: Tuesday, November 25, 2025 2:07 PM
To: whoward6744@gmail.com
Subject: [kmymoney] [Bug 512597] Unable to Import CSV file

https://bugs.kde.org/show_bug.cgi?id=512597

--- Comment #9 from Jack <ostroffjh@users.sourceforge.net> --- On the "rows" page of the wizard you need to exclude header and footer rows and only import the rows with actual transaction data.

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Comment 11 Jack 2025-11-25 20:55:46 UTC
They are not blank - they have values in column 4.  KMM tries to import the rows you tell it to.  Between imports, it remembers the number of header and footer rows excluded from import, but it otherwise does not try to figure out which rows are valid.  I assume the date error was because there was no date in the field.   You do need to set those values first on the "rows" page.

(again - please delete the previous message if replying by email.)
Comment 12 Jack 2025-11-26 00:20:21 UTC
Well, since my investment broker has now stopped providing any download except csv, I'm trying to import a csv file.  After choosing the rows to only include rows with real data, the Columns page looked OK, but the Formats kept insisting invalid format in column 1 (date) for any of the three formats (for which y-d-m is clearly the right one.)  This was with banking format (OK for this particular data since there were no investment transactions.)  I couldn't use the investment format since the bank didn't provide sufficient data columns.  The formats page had red background for all header and footer rows plus all of column 1 - so I'm not sure what it's actually complaining about.  I don't know how soon I'll have time to run under a debugger to see if I can tell what it's thinking, although perhaps I can add some debug output.
Comment 13 Jack 2025-11-26 15:54:43 UTC
On closer look, my problem is different from the OP.  All the values in my file are surrounded by double quotes, but KMM seems to include the closing quote within the value to be imported.  If I can't figure out why that happens I'll open a separate bug report.

Bill - can you confirm that you have set the rows correctly?  Also, for what role have you select column 4?  It is a running balance, so I don't think it is useful for importing.
Comment 14 Bug Janitor Service 2025-12-11 03:46:09 UTC
๐Ÿ›๐Ÿงน โš ๏ธ This bug has been in NEEDSINFO status with no change for at least 15 days. Please provide the requested information, then set the bug status to REPORTED. If there is no change for at least 30 days, it will be automatically closed as RESOLVED WORKSFORME.

For more information about our bug triaging procedures, please read https://community.kde.org/Guidelines_and_HOWTOs/Bug_triaging.

Thank you for helping us make KDE software even better for everyone!
Comment 15 Bug Janitor Service 2025-12-26 03:46:41 UTC
๐Ÿ›๐Ÿงน This bug has been in NEEDSINFO status with no change for at least 30 days. Closing as RESOLVED WORKSFORME.