https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #5 from Peter J. Farley III <pjfarl...@earthlink.net> --- When I begin this import process there are NO PAYEES AT ALL and no transactions at all in the system, so there are no Payee settings to begin with. This first import process establishes all of my Payees over the last 3 years. I indeed do want Payee names like "Transfer to Checking" and "Check". The ones that are simply "Check" will be manually modified by me after import to reflect the actual hand-written Payee name on the actual check that was written, and the Category will be changed from the imported "Misc/Other" to the true category for that transaction. The bank I use does not OCR checks to try to extract even the most clearly block-printed Payee names on the actual, physical checks that I have written, so I do have to change those manually after import. The "Transfer" Payee names are a result of online transfers initiated manually by me between multiple accounts of multiple types (savings, checking, etc.) linked together on the bank website. The "Transfer" items have no actual Payee name, and I have chosen these "Transfer" Payee names to suit my personal preferences. The CSV import file is a processed version of the CSV items actually downloaded from my bank, edited for consistency of format and names in the Payee and Memo fields, and to automatically add Category fields for each edited Payee. Unfortunately the bank "Payee" names are horribly inconsistent and change over time as well, so pre-processing for consistency and clarity is required. I will extract a small representative set of CSV import items which demonstrate the problem results and the expected results and upload them soon. FWIW, the CSV file I import has these column assignments, which I will reiterate when I upload the sample file: Col 2 -- Date Col 3 -- Number Col 4 -- Payee Col 5 -- Memo Col 6 -- Debit Col 7 -- Credit Col 11 -- Category Thanks for all of your prompt and helpful comments. I will get to the sample CSV as soon as I may, given RL intrusions this holiday season. Regards, Peter -- You are receiving this mail because: You are watching all bug changes.
