Registered Member
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Hi
New user to KMM, switched from GnuCash. I imported my GnuCash accounts data and everything was fine until I tried to import data from my bank into my Credit Card. The account doesn't show up in the import window, I assume this is because that the Credit Card account is listed as an Asset and not a Liability. I have not had problems importing data to other accounts (Checking, Savings) and as a test I created a new Credit Card account and was able to import the transactions (I also tried CVS but the account isn't shown in the import window there, either). I would prefer to not have to go back and make changes in the accounts I have reconciled thus far to reflect the new account. Is there a way I can change the Credit Card to a Liability? Thanks |
KDE Developer
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Not 100% sure if this will work (and I can't currently test myself) so make sure you have a backup before you continue
Create an empty new credit card account. Open the ledger of your current asset account and select all transactions (Ctrl+A). Then open the context menu and use "Move transaction to ..." and select the new credit card. Looking forward to the results.
ipwizard, proud to be a member of the KMyMoney forum since its beginning.
openSuSE Leap 15.4 64bit, KF5 |
Registered Member
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Wow!
That worked. I made a copy of my current file, renamed it, opened it up and moved the transactions to the test account I had already made. It worked fine, I had to do some cleanup because there were some duplicate transactions from my previous test and I had the wrong opening balance (again from my original test) but these were very easy to fix; the duplicates showed as un-reconciled and in yellow (since I have Imported Transactions setup as yellow in Colors) so again - wow. Thank you so much. KMyMoney is kicking my previous accounting software's a** |
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