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Import Issues

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peteror
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Import Issues

Thu Mar 03, 2022 5:35 am
I have an issue with data import, perhaps someone has been through this and could shed some light...

Is there a way to import foreign currency account and categories preserving that currency?

The closest I could get is to use CSV file. This allows to point target account in KMyMoney which I have pre-created in foreign currency. While data goes to the right account/currency, categories are created in base currency and that can't be changed.

QIF import results in both data and categories going to base currency, again unable to change.

Kind Regards,
Peter
markhm
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Re: Import Issues

Thu Mar 03, 2022 1:27 pm
I also had that problem when I originally set-up my accounts thru importing data into the program.

I decided I was spending more time trying to get the import to work than it would take to manually enter the limited number of transactions. I simply deleted the accounts the program created and the bad imported transactions and created new accounts set up in the correct currency and then manually entered the few transactions needed.
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ipwizard
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Re: Import Issues  Topic is solved

Thu Mar 03, 2022 5:33 pm
Can't you pre-create the categories in the foreign currency as well?


ipwizard, proud to be a member of the KMyMoney forum since its beginning. :-D
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markhm
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Re: Import Issues

Fri Mar 04, 2022 12:14 pm
I had tried to create categories in advance in foreign currencies but still couldn't get foreign currency transaction import to work. I no longer remember the exact details, as I tried a few years ago. But the issue was I tried to import a security purchase in foreign currency. It was complicated by also importing a commission in foreign currency when commission was normally in my local currency.


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