I download transactions from my bank checking account in a CSV format. I edit the payee, etc. to match my payees and categories in KMM. Several of the transactions that are downloaded are transfers from the checking account to various saving accounts. The categories for the transfers are the names of the asset savings accounts. However, when I import into KMM, instead of setting up the transfer between accounts, KMM instead creates an expense category matching the name of the asset savings account and treats the transaction as a withdrawal instead of a transfer. Consequently, when I go to reconcile the savings accounts, the transactions do not appear. I have to delete the imported transactions and re-enter them manually as transfers - or - I have to manually edit each transaction and change the category from the newly created expense category to the asset account. If it were a few transactions I wouldn't mind, but my bank has a feature that every time I use my debit card, it rounds up to the next dollar and transfers the money from checking to a special savings account that pays higher interest; this can be several dozen every month. I use CSV files because it is much easier for me to edit in Excel than to manually manipulate QIF files using a text editor. Any ideas on how to circumvent the issue?

The CSV importer may not look for asset/liability accounts but only categories (incomes/expense accounts). If it finds a name but no category it creates it.

Workaround (I could think of but have not verified):

• Import as you do today, let KMyMoney create the expense account.
• Select the category view and double-click on the category created in the prior step. This will open the ledger of the category.
• Press Ctrl+A to select all transactions
• Right click on one of the selected transactions and select "Move transaction to..." and select your savings account.

No need to delete the created category as it will be re-created anyway the next time.

ipwizard,

I was afraid of that. I DID try your suggestion but all it did was move the transactions from the checking account to the savings account. It didn't change them to transfers.

Good try, though! Thanks for your input.