https://bugs.kde.org/show_bug.cgi?id=519991
Bug ID: 519991
Summary: CSV import requires mandatory “Payee” field even when
source data does not provide one
Classification: Applications
Product: kmymoney
Version First 5.2.2
Reported In:
Platform: Microsoft Windows
OS: Microsoft Windows
Status: REPORTED
Severity: normal
Priority: NOR
Component: importer
Assignee: [email protected]
Reporter: [email protected]
Target Milestone: ---
The CSV import assistant in KMyMoney requires a column mapping for the “Payee”
field, even when the imported bank CSV file does not contain payee information.
Many banks only provide fields such as:
- Date
- Amount
- Booking text / Memo
- Reference text
- Currency
but no dedicated payee field.
Current behavior:
- The import cannot proceed unless a column is assigned to “Payee”
- Users are forced to misuse unrelated fields (e.g. currency, timestamp,
booking text) as a workaround
- This can interfere with KMyMoney’s transaction matching and automatic
categorization logic
Practical consequences:
- If a constant field like “EUR” is mapped to Payee, KMyMoney incorrectly
treats unrelated transactions as belonging to the same payee
- Automatic category assignment and memo suggestions become unusable
- Users may intentionally map unique fields (such as timestamps) only to
disable incorrect matching behavior
Expected behavior:
- The “Payee” field should be optional during CSV import
- Import should work correctly without payee information
- If no payee exists, KMyMoney should either:
- leave the field empty, or
- allow a configurable default behavior without affecting matching logic
Steps to reproduce:
- Export account transactions from a bank as CSV
- Use a CSV file without a dedicated payee column
- Start CSV import in KMyMoney
- Attempt to map fields
- Observe that import cannot continue without assigning a Payee field
Impact:
This affects usability of CSV import significantly, especially for banks whose
export formats do not contain payee data. Users are forced into artificial
mappings that can negatively affect transaction recognition and bookkeeping
workflows.
Environment:
KMyMoney version: 5.2.2-170c6c5
KDE Frameworks version: 6.24.0
Qt version: 6.10.2
Distribution: Windows 11 Version 25H2
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