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Import of Payees

User avatar Al262
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Import of Payees

Tue Sep 10, 2019 3:17 pm
During an initial setup of a KMyMoney environment, is there a process for establishing and importing Payees and the related information (Match criteria)?
User avatar ipwizard
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Re: Import of Payees

Tue Sep 10, 2019 5:52 pm
Could be, that you have a chance to import payees via a QIF file. I doubt that there is a way to import the matching information. But one can add that information during the import process later on and tune it afterwards.


ipwizard, proud to be a member of the KMyMoney forum since its beginning. :-D
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User avatar Al262
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Re: Import of Payees

Wed Sep 11, 2019 12:33 pm
Thank you for the response. A solution without importing the matching rules doesn't really addressed the problem. I converting quicken data to kmymoney so I have a significant number of transactions moving. That results in a large number of payees. My approach was going to do:
> Load a first pass of the data
> Export the payees
> Refine the payees with matching and category information, etc
> Create a new instance of KMyMoney data with my Account template
> Import my payees
> Load my data for the operational instance
User avatar ipwizard
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Re: Import of Payees

Wed Sep 11, 2019 12:53 pm
Importing from Quicken should also import the category assignment of the transactions including all of your accounts/categories. When you then import new transactions from your institution, KMyMoney will try to figure out what you have done in the past and make suggestions. Maybe, I do not see the complete scenario/requirement, but that is how I would start. Unless you want to get rid of some data during the transfer to KMyMoney.


ipwizard, proud to be a member of the KMyMoney forum since its beginning. :-D
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User avatar Al262
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Re: Import of Payees

Wed Sep 11, 2019 1:33 pm
Agreed the category does import from the Quicken QIF on the transaction. But it does not set the category on the Payee as a default. That may be ok, I need to experiment a bit more.

Regarding the topic of this thread, my take away is KMYMoney does not support the import/export of Payee data.

 
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