&Ace.Jones; &Ace.Jones.mail;
&Jack.H.Ostroff; &Jack.H.Ostroff.mail;
2024-12-01
5.2.0

# Importing and Exporting

&Tony.Bloomfield; &Tony.Bloomfield.mail;
&Jack.H.Ostroff; &Jack.H.Ostroff.mail;

## &gnucash; Importer

### &gnucash; Files

The &kmymoney; &gnucash; importer is known to handle direct reading of standard (&XML;) files as produced by &gnucash; versions 1.8 and 2.0. File from more recent versions should also be imported without problem. There is no recent, formal testing to confirm this, but the developers' mailing list &devlist; has a report of success importing a file from &gnucash; 5.3. Specifically, however, the following are not supported:

- import of database (Postgres) data

- import of 'multi-book' files

- import into an existing &kmymoney; file

- import of small-business specific features (Employees, Invoices, &etc;)

- export to &gnucash; files.

The import will probably only work correctly if presented with a valid file. It is recommended that the Actions Check & Repair All menu item of &gnucash; be run before saving the file and attempting to import into &kmymoney;.

Files can be opened by specifying the filename on the command line (`kmymoney <path to file>`), or by means of the &kmymoney; &Ctrl;O File Open or File Import menu items.

The similarity between the two products means that much day-to-day data can be imported in a straightforward fashion. However, there are some areas where there are differences, and various options are provided to deal with these. The following sections will describe some of these differences; understanding them should lead to a smoother import, where any of them are relevant to your data.

### Similarities, Differences, and Terminology

#### Small Business Usage

It should be noted that &kmymoney; is a personal finance manager, and as such, does not directly support any of the business features of &gnucash;, such as tax tables, payroll, and tracking of lots. Any Accounts Payable or Receivable accounts found in a file will be imported as Liability or Asset accounts respectively.

#### Accounts

##### Account types

For both products, the highest level of structure in the file is the account. &kmymoney; supports 5 main types of account: Asset, Liability, Income, Expense, and Equity, each of which may have various subtypes, &eg;, Checking, Credit Card, &etc; &kmymoney; includes a 'standard' account for each of these five types, and all other accounts are held subordinate to one of these. &kmymoney; enforces more consistency (or less flexibility, depending on your point of view) between account types than does &gnucash;, and the importer will correct any inconsistencies it detects. This may result in a slightly different account structure, though this can, within reason, be amended after the import is complete.

##### Categories

&kmymoney; uses the term Category to denote an account of an Income or Expense type. Unlike &gnucash;, these are not considered as ledger accounts, and entry of transactions directly into categories is not supported. Allocations to Categories are made when transactions are entered or edited in other account types.

##### Structure and Placeholders

&gnucash; supports the use of Placeholder accounts. In effect, these are just read-only accounts into which no transactions can be entered, but which function in an analogous fashion to folders in a folder structure, as a holder for other accounts. Though &kmymoney; does not support this feature as such, it does provide a parent/child account relationship, so the importer simulates placeholders by creating empty accounts.

##### Account Type map

&gnucash; type | &kmymoney; type
--- | ---
`BANK` | `Checking`
`CHECKING` | `Checking`
`SAVINGS` | `Savings`
`ASSET` | `Asset`
`CASH` | `Cash`
`CURRENCY` | `Cash`
`MONEYMRKT` | `MoneyMarket`
`STOCK` | `Stock`
`MUTUAL` | `Stock`
`EQUITY` | `Equity`
`LIABILITY` | `Liability`
`CREDIT` | `CreditCard`
`INCOME` | `Income`
`EXPENSE` | `Expense`
`RECEIVABLE` | `Asset`
`PAYABLE` | `Liability`

#### Transactions and Splits

##### Balanced transactions

In both programs, data is entered in the form of transactions, each generally consisting of 2 or more split entries. In fact, valid &gnucash; transactions will always contain at least 2 splits, and to conform to &gnucash;'s double-entry bookkeeping standard, these must be in monetary balance (&ie;, they must balance out to zero). &kmymoney; encourages, but does not enforce, this standard, but any imported transaction which is not balanced will be marked in the Ledgers View as having a problem.

##### Payees

&kmymoney; prefers that all transactions have a Payee (a generic term that encompasses both payees and payers,) and unlike &gnucash;, it maintains a list of these payees. Payee names are generated by the importer from the &gnucash; transaction's Description field.

##### Transfers

&kmymoney; uses the term Transfer to describe a transaction which does not involve a Category, but only transfers money between Asset and/or Liability accounts.

##### Reconcile

&kmymoney; provides an account reconciliation function similar to that of &gnucash;, and the corresponding transaction status will be imported.

#### Commodities

&gnucash; uses the term Commodity to cover both currencies and non-currency assets. These are treated separately in &kmymoney;.

##### Currencies

&kmymoney; has built-in support for all foreign currency types. &kmymoney; also requires that the user specify a base currency, this being the default currency for new accounts. The importer will attempt to determine the most likely base currency, though this choice may be rejected in favor of an alternative.

&kmymoney; does not currently support accounts denominated in 'defunct' currencies, except those replaced by the Euro. At present, it will be necessary to remove any such accounts from your &gnucash; file before importing. We hope to improve on this situation in a future release.

##### Securities and Investments

Non-currency assets (typically stocks and bonds) are called Securities by &kmymoney;, and represent the main difference between the two products, in that &kmymoney; requires any account denominated in a security to be subordinate to an Investment Account. This is described in more detail in the chapter on Investments. Though users may have implemented such a relationship, &gnucash; imposes no defined structure on it, so the importer is unable to detect it and perform an automatic conversion. Three options are therefore made available:

- Create a separate Investment account for each security, with the same name as the security

- Create a single Investment account which will act as parent for all security accounts

- Create several Investment accounts, and assign securities to them as directed by the user.

It depends entirely on user requirements and preference which of these options is relevant in each situation. In some cases, manual restructuring of accounts after import may be necessary.

##### Prices and currency rates

Security prices and currency exchange rates, as displayed in the &gnucash; Price Editor, will be imported. In addition, price and rate entries will be generated from all transactions involving securities and multiple currencies.

##### Online Quotes

For obtaining online price and currency rate quotations, &gnucash; uses a Perl based package called `Finance::Quote`. Recent versions of &kmymoney; contain support for this package for obtaining stock quotes, and this will be used by default when importing data from &gnucash;. You may however select to convert to the native method used by &kmymoney; which is covered in more detail in the section on online quotes.

If you choose to do so, the following dialog will allow selection of a native &kmymoney; price source, or a user-defined source, for each account for which online quotes are required. However, the stock (ticker) symbol will be imported unchanged. Since this symbol will almost certainly be different in the two packages, it will need to be manually edited after completion of the import process. Future currency rate updates will not use `Finance::Quote`, and will always use the native retrieval method.

gnucash import price source selection
gnucash import price source selection

#### Scheduled Transactions

&kmymoney; does not retain the separation made in &gnucash; between template transactions and their frequency of occurrence. Transaction data will be duplicated if the same template is used in different schedules, but this is not likely to be of great significance.

##### Schedule types

&kmymoney; classifies all schedules as one of three types: Bills, Deposits, or Transfers. Since &gnucash; does not make such a distinction, the importer attempts to determine the classification from the accounts and direction of money movements. It may be that in some cases incorrect assumptions are made, and these will need manual correction.

##### Suspect Schedules

Some features of &gnucash; scheduled transactions are not available in &kmymoney;, so the importer tries in each case to reach a reasonable compromise in converting the data. These transactions will be flagged as suspect, and the user will be given the option of editing them directly during the import process. Examples of situations which may cause this are:

- some frequency intervals supported in &gnucash; are not currently available in &kmymoney;

- &kmymoney; does not support the use of formulae and variables in amount fields

- complex cases which have not yet been identified for import

Despite best efforts, it is possible that, due to the many options involved, a scheduled transaction may cause a fatal error within &kmymoney;. If this sort of problem seems to be occurring, the importer offers the option to drop all suspect schedules.

#### Reports

&kmymoney; provides a comprehensive selection of configurable reports, described in more detail in Reports. These will not necessarily, however, match precisely those reports available in &gnucash;.

### Selecting Importer Options

gnucash import options
gnucash import options

#### Investment Handling

See "Securities and Investments" above.

#### Online Quotes

Turn this off if you wish to use the native method for future online price quotes. See "Online Quotes" above for more details.

#### Scheduled Transactions

See "Scheduled Transactions" above.

#### Decoding Options

If your native language is written in letters or symbols which are different from those used in the 'Latin' languages (&ie;, generally Western European,) these are represented in a special fashion (encoded) in your &gnucash; file. If these characters are not displayed correctly on your screen, then they must be decoded. Currently, it is often not possible to detect accurately which form of decoding must be used, so you may need to set this option manually by selecting an entry from the list. In general, the first item in the list will be that which is considered appropriate for your locale (&ie;, the country and language which was selected as native when your operating system was installed,) so this should be tried first. Since the import process does not overwrite your &gnucash; file, you are free to experiment with any of these selections.

#### Transaction Notes option

Under some usage conditions, non-split &gnucash; transactions may contain residual, often incorrect, memo data which is not normally visible to the user. When imported into &kmymoney; however, due to display differences, this data can become visible. Often, these transactions will have a Notes field describing the real purpose of the transaction. If this option is selected, these notes, if present, will be used to override the extraneous memo data.

#### Debug Options

These need only be used in the event of import problems. If you have such problems, you should also report them to the developers' mailing list &devlist;. Note that the traces produced by these options may contain data of a confidential nature, and the Anonymize data option should be used if they are to be made publicly available.

### Import Report

At the end of processing, the importer produces a report showing the number of different entities processed, and any errors or anomalies encountered. This report will be displayed on screen, and may be saved to a file for later review. A full report may contain the following sections:

- Record counts

- Inconsistencies in account types and actions taken

- Details of suspect schedules

gnucash importer report
gnucash importer report
&Thomas.Baumgart; &Thomas.Baumgart.mail;
&Jack.H.Ostroff; &Jack.H.Ostroff.mail;

## QIF Importer

### QIF format considered harmful

Generally speaking, the QIF format should be avoided wherever possible. For many reasons, it is a poor choice for transporting financial data. Among other things, QIF suffers from these problems:

- Lack of standardized format: Different versions of the same program will impart different meanings to the same element.

- Lack of transaction identifier: Because there is no ID number associated with each transaction, matching duplicate transactions is haphazard at best.

- Lack of expressiveness: The grammar is really simple, and cannot portray the depth of financial information found in today's financial environment.

This is generally why Intuit stopped supporting QIF input at all with Quicken 2005. If you have the option of getting data some other way, like OFX, always choose that option.

### How to import a QIF file

To import a QIF file, first ensure you have a valid &kmymoney; file open, then select the File Import QIF... menu item.

qif importer
qif importer

The resulting dialog prompts for the QIF filename, allowing you to type in the full path to the file or to locate the file by clicking Browse.

Note that &kmymoney; differentiates between the import of a bank statement file and a file with historic data exported from another application. A bank statement file does not necessarily include all the data related to a single bank statement; it may contain only one or a few transactions. The default is to import a bank statement file. In case you are importing data from your previous personal finance manager application, select the appropriate option.

Next, you need to select a QIF Profile for the import. Because there is no universally standard format for a QIF file, different vendors have taken liberties with the format, and introduced their own nuances. The QIF Profile allows &kmymoney; to know about the peculiarities of your file. In general, the default QIF profile should work with most QIF files. In some cases it might be necessary to use a modified QIF profile. See the next section for more details on that subject.

Click Import to import the QIF file.

&kmymoney; will start scanning the file to determine the formats used to represent dates and numbers. In case it cannot determine a date format unambiguously, &kmymoney; will ask the user to select one from the list of possible date formats.

Next, &kmymoney; imports the data and creates all necessary objects, such as payee information, account and category records, and stock price information. Wherever possible, existing transactions will be matched against the imported information, to avoid duplicate transactions. A progress bar is shown and updated during the import process.

In case &kmymoney; could not detect the name of the account to be imported, the user will be asked to select the account into which the data should be imported. If the account does not already exist in your file, a new account can be created by clicking Create.

At the end of the import, &kmymoney; shows a statement import statistics window.

qif import statement statistics
qif import statement statistics

After importing, all of the imported transactions will be shown with a yellow background in the Ledgers View. In case &kmymoney; was able to match an imported transaction with an already existing transaction, the background is shown in light green.

The colors used to mark imported and matched transactions are customizable and may be different in your environment.

The next step is to verify the imported data and accept all the imported transactions. This is a general process and also applies to imports from other sources. It is similar to the process for matched transactions. All imported transactions are marked in the ledger with an imported icon. Once you Accept the transaction, it is no longer marked as Imported.

### Transaction matching

As noted previously, one of the major drawbacks of the QIF format is the lack of a unique identifier for each transaction. Thus, if you import a QIF file and some of the transactions are already in your ledger, you may get duplicates. &kmymoney; attempts to get around this by looking for transactions that look similar to those you already have. If it finds something that looks like the same transaction, it will match the apparent duplicate.

This can be a problem if you have transactions that look very similar but are actually different. In this case, you can unmatch those transactions later in the Ledger View.

### Writing an import filter

Sometimes you may have data in a custom format, like comma-separated-values (CSV) or something else unique to your situation. As of version 4.6, &kmymoney; includes a CSV Importer Plugin, but you can still import other types of files into &kmymoney; using a QIF Import Filter. A filter is a custom program you write which takes your special file as input, and produces a QIF file as output. This can be a shell script, a perl script, a compiled program written in C/C++, or anything else you can dream of, as long as the system can run it. The filter will be run with the input file as stdin and stdout is assumed to be a valid qif file to pass on to the actual QIF importer.

To use a filter, edit your favorite QIF Profile or create a new one (see the next section for details on QIF Profiles,) and select the Filter tab. Enter the full path to your filter program in the Input filter location field, or click the browse icon next to the field and navigate to the filter in the File Open... dialog. Then, whenever you do a QIF import using this profile, the file you select for importing will be run through your filter first. Note that the filter location field contains the full path to the filter program or script, but can also include command line parameters for the program.

Next, if you want the File Open... dialog where you choose the file to input to have a filter for your specific file type, enter a comma separated list of file filters (such as *.abc,*.xyz) in the Input filter file type field. With the above example, when you open a file for import using this profile, you will only see files ending in abc or xyz. If you leave the field empty, no name filtering will be done, and you will see all files.

A common problem is to convert a list of comma-separated-values into a QIF file. Prior to the addition of &kmymoney;'s CSV Importer plugin, this would have been a textbook case for the `awk` tool. We still use this example here, just to show a sample of how the import filter process works. Create a script called `csv2qif.awk`, with the following two lines as contents:

        BEGIN { FS=","; print "!Type:Bank" }

        { print "D"$1; print "T"$2; print "N"$3; print "P"$4; print "M"$5; print "^" }

Then, change the QIF keys (D,T,N,P,M) to match the order of the columns in your CSV data. Set the input filter to `awk -f csv2qif.awk`.

Another problem sometimes arises in the encoding of QIF files. &kmymoney; expects files to be UTF8 encoded. If your file is encoded in something else, it can be useful to convert it to UTF8. For example to convert it from iso-8859-1, you would set the input filter to `recode iso-8859-1..utf-8`.

### Special &kmymoney; QIF extensions

As already mentioned, one of the major drawbacks of the QIF format is the lack of a unique identifier for each transaction. If you are writing your own QIF file creator (or filter, as described above,) you can overcome this problem. &kmymoney; supports the '#' field. The importer will interpret this as a unique transaction ID, and disregard the record if the transaction is already in the system.

## QIF Profiles

To edit an existing QIF Profile, or to create a new one, bring up the QIF Importer dialog by selecting &Ctrl;&Shift;, Settings Configure &kmymoney;... from the main menu, clicking Plugins at the bottom of the left panel, and clicking &configicon; Configure on the entry for QIF Importer.

Note that because the QIF Importer and the QIF Exporter are implemented as separate plugins, there are separate entries for each on the Plugins configuration dialog. Configuring either one brings up the same Profile Editor dialog.

qif profile editor general tab
qif profile editor general tab

On the left, the Profile selector displays a list of all existing QIF Profiles; select one to edit its configuration. To create a new profile, press the New button. You can rename an existing profile by selecting it in the Profile selector and clicking Rename, and delete one with the Delete button. Clicking Reset resets all the fields of the currently displayed profile to their default values.

The right area of the dialog has four tabs.

The General tab contains a field for a description of the filter, several fields to specify what &kmymoney; should expect certain fields to look like in the qif file output by the filter, and a checkbox which tells &kmymoney; whether or not to attempt to match similar transactions to avoid duplicates.

qif profile editor filter tab
qif profile editor filter tab

The Filter tab allows you to specify the location of both an import filter, as described in the previous section as well as an output filter, which works similarly, but is applied when writing out a data file. The Input filter file type is not applicable to an output filter, as the file dialog for the file to be written does not require filtering.

qif profile editor date tab
qif profile editor date tab

The Date tab is primarily applicable to QIF Export, as &kmymoney; is usually able to determine the date format by examining the actual data. The primary purpose is to specify the order of the date parts, and the delimiter which separates them.

Because the QIF format is not standardized, it's impossible to know which century is meant when using two digit years. In QIF files with two digit years, there is an assumed default century, and an apostrophe is used as the year separator to specify that entry is in the OTHER century. However, since which century is assumed to be the default is not standardized, the Apostrophe Handling field is used for this purpose, indicating the intended century when an apostrophe is used as the year separator. As an example, you would set the Apostrophe Format to "2000-2099", so dates with an apostrophe will be interpreted as being > year 2000. In this case, dates without an apostrophe will be treated as being in the 1900's.

qif profile editor amounts tab
qif profile editor amounts tab

The Amounts tab is used on QIF Export to specify the Decimal Symbol and Thousands Separator to be used. However, you need to specify those for each line in the QIF file which can contain an amount. To alter those settings, click one of the lines in the upper part of the display, then use the dropdowns below to set the characters to be used.

## QIF Exporter

To export one of your accounts to a QIF file, choose the File Export QIF... menu item. You will be prompted for which single account to export, what file to export it to, and what QIF Profile to use.

The QIF Exporter does not handle export of investment accounts. It may appear to work, and will produce an output file, but that file will not include any actual data.

qif exporter
qif exporter

The QIF Exporter uses QIF Profiles in a similar way as the QIF Importer, but it uses the information in the Profile to format the QIF file being written, rather than to interpret the file being read. Parallel to the importer, you can use a custom written filter program. There is a separate field on the Filter Tab of the QIF Profile editor for an output filter, so you can use the same QIF Profile for both importing and exporting, but use a separate filter for the two processes.

&Ace.Jones; &Ace.Jones.mail;
&Thomas.Baumgart; &Thomas.Baumgart.mail;
&Jack.H.Ostroff; &Jack.H.Ostroff.mail;

## OFX Importer

The OFX importer was one of the first components of &kmymoney; to be written as a Plugin. At that time, there were only a few plugins included in the source code, and they were not always included in versions built for &Linux; distributions, so it was sometimes necessary for users to be able to compile the plugins themselves. This is rarely the case any more, but see the section on Plugins for more information. Currently, many of the features considered core parts of &kmymoney; are implemented as plugins, so that fact is not always mentioned in this handbook where those features are discussed. See also the Plugins section in the Settings Chapter.

### What is OFX

OFX stands for Open Financial Exchange. According to the OFX Work Group web site Open Financial Exchange is an open standard for client-server systems and cloud based APIs for exchanging financial data, and performing financial transactions between financial institutions, and financial applications. The specification defines formats for transfer of financial data both by file and by direct interchange. Additional historic information may be found on the Wikipedia page

Although the OFX standard is much more complete and robust than QIF, there are still variations, depending on the specific implementation used by any institution. OFX files may have an extension of OFX or QFX (upper or lower case); this does not imply any particular difference in the content. The specification was originally based on SGML, and more recent versions are based on &XML;, so the files can be read in any text editor, but as whitespace is not relevant to the content itself, some implementations do not use any, making it very hard for a human to read.

In addition, even though the standard includes provisions for additional types of data, &kmymoney; is only able to import transaction data, with some additional data such as the current balance of accounts.

Although it appears to have disappeared, there used to be another site with good information at OFX Home, which maintained a directory of financial institutions that support OFX. This was often useful if you had problems setting up OFX direct connect. They also had a forum for discussions about OFX issues. As the domain is still registered, we will leave this reference just in case the site reappears in the future.

### Importing OFX data

The OFX standard defines the organization and formatting of financial data, but that data can exist either as a regular file or as a stream of data between two computers. The most straightforward way of getting OFX data is to download it from your bank or other financial institution as an OFX file. In most cases, when you are logged into the bank's web site, on the page which displays your transactions, there is a button or link for downloading that data. It may say OFX or QFX, or you may request the data for Quicken or Web Connect (see below for more on this term.) You also have the option of specifying the date range of transactions to download (although that is sometimes restricted to periods matching the available statements,) as well as filtering by type of transaction.

If you have downloaded an OFX file, the most basic way to import it is to choose the importer from the menu bar, selecting the File Import OFX... menu item. If OFX does not show up under Import, you do not have the OFX Importer Plugin installed correctly, or it is not enabled. Please see the previous section.

The first thing the importer will do is ask you into which account to import the transactions. If the file includes transactions from multiple accounts, you will be asked this question multiple times.

After importing, some of your transactions may be shown with an exclamation mark on a yellow triangle in the ledger. This is because they need to be assigned a category. The importer was not able to automatically assign a category based on your past transaction history. You can edit each transaction in the ledger to assign a category, and the mark will be removed.

This section describes the native OFX importer. OFX files may also be imported using the AqBanking Importer Plugin. The two importers do behave slightly differently, and they are written and supported by two different developers.

### Importing Investments

Please note that if you are importing a file with investment transactions, those investments must first exist in your &kmymoney; file. The trading symbol is used to match, so please ensure that the symbol in &kmymoney; is exactly the same as the one in the file you're importing.

### Web Connect

Rather than explicitly downloading an OFX file, as described above, an easier way to import an OFX file is to set up Web Connect. Visit your bank's web site, and click the button or link to download your data as an OFX file. (Some institutions will only list QFX, which is equivalent.) Your browser should ask whether you want to save the file, or else what program you would like to use to open the file. Point your browser to &kmymoney;. It will then import the downloaded OFX file directly into the &kmymoney; file you currently have open, or the file you most recently had open. You can also change the file associations of your desktop environment, and have the system automatically open &kmymoney; if you click an OFX file in your file browser.

If you need to import the OFX file into some other &kmymoney; data file, open that file in &kmymoney; first, and then visit your bank's web site.

### Direct Connect

&kmymoney; also supports OFX Direct Connect. This gives &kmymoney; the ability to contact your bank directly to download transactions, assuming the bank supports it.

Please be warned: not all banks support OFX Direct Connect, and those that do often use software provided and supported by third parties, and those third parties often provide customer support only to users of specific, commercial financial management software. No bank directly supports &kmymoney;, so you may have to tell them you want to bank directly from MS Money or Quicken. In addition, the OFX Work Group web site mentioned above also says Further, the API allows the exchange to be facilitated either directly or via an intermediary such as data aggregation service providers. Users have reported that banks which have migrated to using such aggregation service providers are even less likely to provide any support unless you are using one of the commercial applications.

In addition, your bank may require a separate signup than for the regular web site, it may give you a separate password or PIN, and it may even charge you a separate fee for this service.

If Direct Connect works for you, it allows you to update your records by downloading recent transactions with a single button push. If it does not work on your first attempt, you may find an easy solution to your issue, or it may take a lot of research, and there is no guarantee that it will work in any particular situation. However, please do not take any of this as a reason to not try it.

The first step is to configure each account for which you wish to download transactions. Go to the Accounts view, right-click the account you wish to configure, and choose Map to online account.... This is also available from the Accounts menu if the account is open in the Ledgers View. In case more than one online banking plugin is installed on your system you will be asked which one to use. For the internal OFX method select &kmymoney; OFX. A list of banks will be downloaded from the Internet and a wizard will guide you through choosing a bank, entering your username and password, and selecting an account. Should you find that your bank is not listed, then it may still be possible to use the manual option. Your bank may be able to provide the required parameters, or you may have to do some research to find them.

As implied above, setting up OFX Direct Connect can sometimes be a challenge, especially as the implementations at most institutions do not provide sufficient details in error messages. One particular issue to note is that many institutions require you to change your password the first time you access it online using this method. Unfortunately, at this time, the library that &kmymoney; uses (libofx) does not have a way to interactively change a password. In some cases, it is possible to get a technical support person at the institution to change the password for you. Until we are able to expand this section with more detailed troubleshooting information, if you have trouble getting this to work for you, you can ask for help on the developers' mailing list &devlist; or one of the other support channels.

Once you have an account set up with online banking, go to the ledger for that account, and choose Account Update account.... This will connect to your bank, and download your recent transactions. See the next section on how you can configure the actual date range of transactions to fetch.

In older versions of &kmymoney;, the Payee name was always taken from the `PAYEEID` field in the OFX data. As of version 4.6, the payee name can be based on either the `PAYEEID`, `NAME`, or `MEMO` field in the OFX transaction. The next section shows how you can configure this feature and some other OFX direct connect settings.

### Configuring OFX import details

This was described previously, in the section on editing account details.

### Exporting an OFX file

It is currently not possible to export your data as an OFX file. If you are interested to contribute in this area, please contact the libofx development team for details.

&details-impexp-csv; &details-impexp-woob;