Had to move to a new laptop - reinstalled PP. But templates/‘csv configurations’ which I setup to import from my broker, don’t carry over with the portfolio data file. Where are they in linux so I can copy them over from the old laptop?
me@host:~$ ls -l ~/.PortfolioPerformance/workspace/.metadata/.plugins/org.eclipse.core.runtime/.settings
insgesamt 16
-rw-rw-r-- 1 mj mj 51 Jun 10 07:37 name.abuchen.portfolio.bootstrap.prefs
-rw-rw-r-- 1 mj mj 1491 Jan 5 13:55 name.abuchen.portfolio.prefs
-rw-rw-r-- 1 mj mj 1209 Jun 10 19:54 name.abuchen.portfolio.ui.prefs
-rw-rw-r-- 1 mj mj 67 Mär 7 2021 org.eclipse.e4.ui.css.swt.theme.prefs
The second file says something about CSVConfigManager, that could be it.
The third file contains API keys, for example
Copy the name.abuchen.portfolio.prefs
over to the new installation and then PP should see those (on the next start).
But I see there is an argument to store it in the file itself. I was thinking that the same import configuration can be used for multiple files. But I guess the primary use case is for importing into a specific file.
Yes - I use each import template (csv configuration) for each account not just per broker.
For instance; My UK Broker ‘Trading212 Invest’ has a template ‘T212_Invest’ (taxable account with different entries and a visa card attached) and 'Trading212 ISA ’ (A UK tax free account) has another template ‘T212_ISA’ as it’s entries are slightly different when I import csv files from the broker.