I have created a new credit card account, and imported transactions from credit card company in QIF format. It failed because I forgot to set the new account opening balance date to Jan 2024. Edited the account to fix the start date, but import still fails the date check. Tried deleting the account and recreating with correct date, but import still fails. Not sure if it’s the date or now thinks it’s a duplicate trans. Could not find solution the the manual. Any help appreciated.
Please confirm that the original import failed because the transaction date was prior to the opening date of the account? Then you recreated the account with an earlier opening date (which you can change in the Edit Account dialog) but still get the same message? If the import failed, then it didn’t create any transactions, so a duplicate transaction is not likely. What is the exact error message? Also, if you run kmymoney from command line, it might print some more useful message.
Hi Jack. Yes, Tried the import first with wrong opening date on acct. Got no error msg, in fact, it said 246 records were imported, but they did not show up in the account. While I was researching what went wrong, a few minutes later, a Consistency CHeck window popped up (attached) indicating post date prior to acct opening date. So I edited the acct open date and tried again. Same behavior except I think it said 0 items imported. Then I created a new account with the right date and tried again. Same behavior. Oddly, I continue to see those popups about every half hour. If feels like the imports are buffered somewhere and being batch checked a few at a time. If I could clear the backlog, it might let me start fresh. (sorry, can’t see how to attach screenshot)
The consistency check is performed on each save operation. If you have autosave on, it will show up on each cycle.
Appreciate that info Tom, but how does that help with the import problem I reported?
It doesn’t, but it does explain the recurrent pop-ups. I’m now wondering if there is some filter being applied that is simply causing those transactions to not be displayed. I don’t remember if there is an automatic filter to not display transactions prior to the opening date of the account.
You might also try looking at a Transactions Report to see if it will show those transactions.
Great suggestion Tom. The tran rpt DID show the imported trans. But not in the credit card (liability) account that I created. It appears to have created an Asset account by the same name. I don’t think I created it manually. Maybe I’m best at this point to just delete both accounts, and try the import again?
UPDATE: Yes, that’s exactly what happened. Just removed all the accounts but one, a credit card liability account. Then imported. The import created an Asset account with the same name. Can I not import credit card transactions to a liability account?
You can definitely import into a credit card liability account. I do it frequently. I had not thought that KMM would create an account by itself on importing, it should always ask you which account. However, if you have done that once, then there may be enough information in an OFX file to recognize and reuse the same account. One thing to try is to run KMM from command line, and watch the output when you do the import. I think it should say something about which account it is using.
I’m gonna be embarrassed. Forgot to mention I was importing a QIF file. So it was taking the account name from the file 
My apologies. Recreated the QIF as a credit card account. Removed all the KMM accounts I had created, ran the import, and it worked perfectly. Thanks for your help!