https://bugs.kde.org/show_bug.cgi?id=499728
Bug ID: 499728
Summary: CVS Importer Improvements
Classification: Applications
Product: kmymoney
Version: git (master)
Platform: Other
OS: Linux
Status: REPORTED
Severity: wishlist
Priority: NOR
Component: general
Assignee: kmymoney-devel@kde.org
Reporter: k...@coupe7.com
Target Milestone: ---
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.
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