Hi,

I'm a newcomer to KMyMoney and I'm trying to import an account from a OFX file. There is already one account with the same name but in Dollars (my base currency is Euros), but KMM insists in creating a new account in Euros - with the same name.
Once the import is done, it doesn't let me move the transactions to the Dollar accounts. Is there a way to go around this, or do I have to manually insert all the transactions in the non-Euro accounts?

Thank you,
Pedro

Why do you want to enter transactions in Euro into a dollar account? Do you have an exchange rate that you want to apply to each transaction? An account can only have a single currency. Same for categories: they are linked to a unique currency.

I'm trying to import a dollar account, but when I do it, KMyMoney creates an account in Euros because it's my base currency.

An OFX file contains very detailed account information. Some of this data must be inconsistent with the definition of the existing account, and KMM thinks it is a new account as a result. Open the OFX file in an editor and check the BANKID, ACCTID, ACCTTYPE, CURDEF, etc. You should find some discrepancy with the existing account. You can then edit the existing account and fix the differences. At least, that's what I think is happening.

Thanks Zebulon! Indeed after editing the OFX it started working!

Hello,

I'm sorry to bump this topic up, but I'm having the same problem.

I'm moving from MoneyManagerEx to KMyMoney and to do so, I've exported my transactions in a QIF format (it was either that or CSV).

Hence I have no OFX file. How can I modify the account now that it has been imported?

Thanks in advance!

Xionbox wrote:How can I modify the account now that it has been imported?

So you succeeded importing your QIF file, but the currency is wrong? I think you can try this: create a new account with the proper settings. Go to the first account, hit ctrl-A in the ledger to select all transactions, right-click and select "Move Transaction To". Move everything to the new account. Then, delete the old account and rename the new one to whatever the old one was called.

Yes, I did manage to import the data from the QIF file and there currency is in deed wrong (because not stored in the QIF file).

Interesting idea that is to move the transactions between accounts. However, I couldn't move the transactions because there currencies of the accounts were different. In fact, it seems only possible to move a transaction to another account if both accounts are expressed in the same currency.

Maybe is it possible to manually edit the .KMY file in order to change the currency of the account?

I think I got it to work by changing the currency of the new account back and forth; after that I could move into it. Not sure though. Do you still have your QIF file? If so, just create a new account in USD, re-import, and clean up the old account.

Thanks for your insight, it worked!

What I did is change my default currency to USD (instead of EUR) and import the QIF file, and the trick was done!

Thanks again.

Smart! And then you changed your base currency back to Euro afterwards?

You can edit the .kmy file (it is a simple gzipped html file), but I'd be very careful, because you may corrupt it.