Thank you for the extensive tut.
Question: If I already have my PF data all setup and running the way I want and import again data from PDF, Does it overrides what I already have or does it add to it?
This topic is csv but it recognises the pdf record and will not import it again. You can delete the record(s) and reimport to say update references.
Can anyone here maybe help me with this issue here? CSV-Import Buchung internationales Wertpapier in ein Depot in Euro. I think here might be some people who have had similar issues.
Hello
I thought I had the problem fixed with the latest update, but apparently doesnât look like it to me.
Please provide an example in .csv (.txt) format, then I can look at it again.
Greetings
Alex
Hi, commented in the actual topic. I only see in the ânew release infoâ this: âVerbesserung: Neue Einstellung: Währung immer anzeigen (= nicht weglassen fĂźr die Berichtswährung).â
thanks that you are having a look.
Thank you for the explanation flywire.
Could you explain what each of the data types represent. I donât understand which one iâm supposed to use when importing different stuff (transactions, taxonomies, stocks)
Five types of data are supported: Account Transactions, Portfolio Transactions, Securities, Historical Quotes and Securities Account and each type has a different set of minimum fields.
For example, whatâs the difference between Account Transactions and Portfolio Transactions? in the PP UI I donât see any reference to portfolio transactions. All I see is transactions in Accounts, be it Deposit or Securities Accounts
In the absence of a manual, I use the SIAS (Suck It And See) approach. The name is a hint, then try exporting something and importing it back in. Portfolio and Account transactions are used in the thread. I normally just remove fields until I find the minimum.
If you find something useful then contributing it would be welcome.