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 <sect1 id="details.impexp.csv">
 <sect1info>
    <author> &Allan.Anderson; &Allan.Anderson.mail; </author>
 </sect1info>
 <title>CSV Importer Plugin</title>
 
 <sect2>
 <title>Reasons for importing CSV Files</title>
 
 <para>
   In general, it is preferable to import OFX.  However, not all institutions
   provide data in that format.  CSV (comma separated value) files are almost
   always available, sometimes described as Excel or spreadsheet files.  Also,
   they can often be created fairly easily by capturing the data you want to
   import, such as in a text file, and manually editing it.
 </para>
 
 <para>
   The primary focus of the plugin is on importing data from bank statements, but
   there is also a capability to import some investment statements.  This plugin
   was initially created, before becoming a CSV importer, to produce QIF files
   from CSV, which could then be imported.  This functionality is still present,
   but is likely to be removed, as the plugin now focuses on directly importing
   CSV files.  Also, &kmymoney; has the native ability to <link
   linkend="details.impexp.qifexp">export QIF files</link>, so there is no real
   reason to produce a QIF file from a CSV file.
 </para>
 </sect2>
 
 <sect2>
 <title>Getting the plugin</title>
 
 <para>
   &kmymoney; will import CSV files.  This functionality is provided as a plugin,
   and it is now built into the core program, both in distro packages and in the
   source files.  Once the distro package is installed, or the source files are
   compiled and installed, the menu choice to import CSV files will automatically
   show up under the
   <menuchoice><guimenu>File</guimenu><guisubmenu>Import</guisubmenu></menuchoice>
   submenu.
 </para>
 
 <para>
   The CSV importer plugin is much newer than the OFX plugin, but most
   distributions are now built with the CSV importer already included or
   available as a separate package.  Ensure that it is enabled within &kmymoney;.
   Check the <menuchoice><guimenu>Settings</guimenu><guimenuitem>Configure
   &kmymoney;...</guimenuitem><guimenuitem>Plugins</guimenuitem></menuchoice> menu item.
   If the CSV importer does not seem to be installed in your version, the first
   place to check is in the same place you got your base &kmymoney; package. See
   if a later version is available, or if the importer is available as a separate
   package.
 </para>
 
 <para> 
   If you have installed from RPM or Deb, the CSV Importer Plugin should be
   contained within the kmymoney package. If you have built from source, there
   should be no additional requirements. The &kmymoney; build process should
   detect the plugin source and compile the plugin.
 </para>
 </sect2>
 
 <sect2>
 <title>Importing a CSV file</title>
 
 <para>
   To import a CSV file, choose the importer from the menu bar:
   <menuchoice><guimenu>File</guimenu><guisubmenu>Import</guisubmenu> <guimenuitem>CSV...</guimenuitem></menuchoice>.
   If CSV does not show up under Import, you do not have the CSV Importer Plugin
   installed correctly.  Please see the previous section.
 </para>
 
 <para>
   The CSV Importer is in the form of a wizard, with a separate page for each
   individual step of the process.  There may be some minor differences between
   the text in this handbook, the labels in the screenshots, and the labels you
   actually see in the wizard.  In such cases, the handbook describes what the
   wizard will look like in the next release.
 </para>
 
 <sect3>
 <title>CSV Import Wizard: Start</title>
 
 <para>
   When started, the CSV Importer displays the <guilabel>Start</guilabel>
   page.  The upper area, where data will be displayed, is initially empty.
   Below that, on the left, is a list of the steps of the import process, with
   the current one highlighted.  To the right of that are some brief instructions
   and two radio buttons, allowing the choice of either
   <guilabel>Banking</guilabel> or <guilabel>Investment</guilabel>.  Next there is
   a profile selector box, which is enabled once one of the radio buttons has
   been selected.  At the bottom of the display are buttons to move on to the
   next step of the wizard, go <guibutton>Back</guibutton> to the previous step,
   or <guibutton>Cancel</guibutton> the import.  At the initial step, there is
   also a button <guilabel>Select File</guilabel> to initially select the file to
   import.
 </para>
 <!-- want to use inlinemediaobject to avoid lines above and below. -->
   <screenshot>
   <mediaobject>
   <imageobject>
   <imagedata fileref="csvImporter_1.png" format="PNG" />
   </imageobject>
   </mediaobject>
   </screenshot>
 
 <para>
   Also, note the <guilabel>Skip setup</guilabel> checkbox next to the profile
   selector.  Initially, you should not select this check-box.  Once you have set
   up a profile and finished the wizard, those parameters are saved in the
   resource file.  Next time you use that same profile, the parameters will be
   loaded into the UI (User Interface).  The wizard would then plod through the
   following pages of parameters that you won't need to change.  So, instead,
   once you are happy with a profile, it may be helpful to check this box.  The
   wizard will then move directly to the final page, and, assuming no problems
   are found, you just have to click <guilabel>Import</guilabel>.
 </para>
 
 <para>
   First select either <guilabel>Banking</guilabel> or
   <guilabel>Investment</guilabel>, then click in the selector box, which displays
   "Add New Profile."  If you have previously created any profiles, you can
   select one of them, otherwise enter a new profile name, possibly the name of
   the account into which you wish to import.  If you enter a new profile name,
   hit &Enter; to create it.  Then, click on <guilabel>Select File</guilabel>,
   and a standard file selector box will open, from which you should select the
   CSV file you wish to import.
 </para>
 </sect3>
 
 <sect3>
 <title>CSV Import Wizard: Separators</title>
 <para>
   The wizard will now have advanced to the <guilabel>Separators</guilabel> page,
   and you should now see your data.
 </para>
 
   <screenshot>
   <mediaobject>
   <imageobject>
   <imagedata fileref="csvImporter_2.png" format="PNG" />
   </imageobject>
   </mediaobject>
   </screenshot>
 
   <warning>
     <para>
       It may appear that the displayed entries in the upper section of the
       plugin window may be edited, and in fact they may, but any edits are not
       kept.  The table is purely for display, not for editing.  The input file
       is never altered by the plugin, and the data actually imported comes from
       the input file, not from the display.  The one exception to this is
       covered in <link linkend="details.impexp.csv.secsym">Securities and
       Symbols</link> below.
     </para> 
   </warning>
 
 <para>
   The plugin should have detected the appropriate <guilabel>Field
   Separator</guilabel> to use, and it is not usually possible to select a
   different one.  In fact, attempting to do so will reset any field choices you
   may already have made.  There is also a selector for the <guilabel>Text
   Delimiter</guilabel>, but generally the quote (") is correct.  Now click on
   the <guibutton>Next</guibutton> button. Depending upon the earlier selection
   you made, you will now be on either the Banking page or the Investment page.
 </para>
 </sect3>
 
 <sect3>
 <title>CSV Import Wizard: Banking</title>
 <para>
   On this page, you select the column numbers from which to import the relevant fields.
 </para>
 
   <screenshot>
   <mediaobject>
   <imageobject>
   <imagedata fileref="csvImporter_3.png" format="PNG" />
   </imageobject>
   </mediaobject>
   </screenshot>
 
 <para>
   For most fields, you just need to use the appropriate dropdown to select the
   appropriate column.  However, there are a few special considerations.
 </para>
 
 <itemizedlist>
 <listitem>
 <para>
   In the center are two radio buttons. If your file has a single column for all
   values, select <guilabel>Amount</guilabel> column. However, if there are separate
   columns for debits and credits, select <guilabel>Debit/credit</guilabel> column.
   This will enable either the <guilabel>Amount</guilabel> column selector or the
   <guilabel>Debit</guilabel> and <guilabel>Credit</guilabel> column selectors.
 </para>
 </listitem>
 
 <listitem>
 <para>
   It is possible to select more than one column for the Memo field, by
   consecutive selections.  Memo columns already selected are marked in the
   drop-down with an asterisk (*).  If you select multiple columns in this way,
   their contents will be concatenated in the Memo field.
 </para>
 </listitem>
 
 <listitem>
 <para>
   If you attempt to choose the same column number for two fields, the plugin
   will alert you and clear both selections.  However, it is possible, if
   desired, to use the same column in both the
   <guilabel>Payee/Description</guilabel> and <guilabel>Memo</guilabel> fields.
   If you select a column for the <guilabel>Payee/Description</guilabel> field,
   and then select the same field for the <guilabel>Memo</guilabel> field, you
   will receive a warning that duplicate columns have been selected, but asking
   if you wish to proceed.  If you do, click <guibutton>Yes</guibutton>.
 </para>
 </listitem>
 
 <listitem>
 <para>
   One particular reason to also capture the Payee/Descriptor field in the Memo
   field is that the incoming Payee/Description field might get completely
   changed on import when &kmymoney; does transaction matching.  Selecting that
   field also as Memo will preserve that data, which would otherwise get lost.
 </para>
 </listitem>
 </itemizedlist>
 
 <para>
   If you notice you have made an incorrect choice, just change that selection.
   If several changes need to be made, click the
   <guilabel>Clear</guilabel> button. 
 </para>
 
 <para>
   Once columns have been chosen for all the necessary fields, the
   <guilabel>Next</guilabel> button will be enabled, and clicking it will advance
   the wizard.
 </para>
 </sect3>
 
 <sect3>
 <title>CSV Import Wizard: Investment</title>
 <para>
   This page is similar to the <guilabel>Banking</guilabel> page, although it
   is somewhat more complex.  Most selections are fairly obvious, but there are
   some items which can seem confusing until you have completed the process
   once or twice.
 
   <screenshot>
   <mediaobject>
   <imageobject>
   <imagedata fileref="csvImporter_4.png" format="PNG" />
   </imageobject>
   </mediaobject>
   </screenshot>
 </para>
 
 <para>
 <itemizedlist>
 <listitem>
 <para>
   As on the <guilabel>Banking</guilabel> page, you may select more than one
   column for the Memo field
 </para>
 </listitem>
 
 <listitem>
 <para>
   The <guilabel>Type/Action</guilabel> selector is to identify the column which
   contains the action type, such as Buy, Sell, Dividend, &etc;
 </para>
 </listitem>
 
 <listitem>
 <para>
   The <guilabel>Price Fraction</guilabel> selector is to indicate the
   fraction/multiplier for compatibility between imported and stored prices.  For
   instance, if the import file price is in cents, but your &kmymoney; account is
   priced in dollars, select 0.01.  Or, if your &kmymoney; data file pricing is
   in dollars, and so is the CSV file being imported, then set <guilabel>Price
   Fraction</guilabel> to 1.0.
 </para>
 </listitem>
 
 <listitem>
 <para>
   Use the <guilabel>Fee Column</guilabel> selector if your file has a distinct
   column for fees.  Beware, though, that the fee might have been taken into
   account in the price.  If there is a fee, and it is a percentage figure,
   rather than a value, click the <guilabel>Fee is percentage</guilabel> check
   box.  Note that on this page, this is the only field to explicitly include
   "column" in the label, to emphasize that it is for the fee column, not for any
   actual fee.
 </para>
 </listitem>
 
 <listitem>
 <para>
   Below the column selectors are two areas for the security identity.  Depending
   upon your broker or financial institution, your file may contain entries for
   only one or for several securities.
 
   <itemizedlist>
   <listitem>
   <para>
   If the file contains transactions for just a single security, with the name
   possibly in a header row, the name should be entered into the
   <guilabel>Security Name</guilabel> box. The name you enter will be added to
   the drop-down list for future use. You may subsequently wish to remove that
   name from the list.  If so, select it, then click the <guilabel>Hide
   security</guilabel> button.  This removes it only from this list, and has no
   effect on your main &kmymoney; file.
   </para>
   </listitem>
 
   <listitem>
   <para>
   If the file includes transactions for several securities, each will be
   identified by its ticker symbol in a column with further detail in another
   column. Select those columns in the <guilabel>Symbol</guilabel> and
   <guilabel>Detail</guilabel> selectors.  It may be that a security has no
   official symbol, and in this case a pseudo-symbol may be invented; this is not
   a problem, as long as it uniquely identifies that security in the import file.
   Sometimes the actual activity type is embedded in the detail column, possibly
   prefixed by a standard text. For instance, if the field contains <quote>type:
   dividend</quote>, go to <guilabel>Filter</guilabel> text box and enter
   <quote>type: </quote> including the trailing space.
   </para>
   </listitem>
   </itemizedlist>
 </para>
 </listitem>
 </itemizedlist>
 </para>
 
 <para>
   When all required fields are selected,
   the <guilabel>Next</guilabel> button will be enabled, and clicking it will
   advance the wizard.
 </para>
 </sect3>
 
 <sect3>
 <title>CSV Import Wizard: Lines</title>
 <para>
   On this page, you indicate if any lines should be ignored at the beginning or
   end of the file.  You also indicate the format of any date column.
 
   <screenshot>
   <mediaobject>
   <imageobject>
   <imagedata fileref="csvImporter_5.png" format="PNG" />
   </imageobject>
   </mediaobject>
   </screenshot>
 </para>
 
 <formalpara><title>Start line</title>
 <para>
   Set this so the importer skips any header lines in the file.  Your choice will
   be saved in this profile for future use. The start and end lines interact, and
   the start line may not be higher than the end line. If the <guilabel>Start
   line</guilabel> selector does not respond, check the end line setting.
 </para>
 </formalpara>
 
 <formalpara><title>End line</title>
 <para>
   The importer will automatically set this to the last line in the file, or to
   the setting last saved.  You will only need to adjust it if there are footer
   lines in the file the importer should ignore.  Otherwise, you are likely to
   get a data error warning when the plugin attempts to parse incorrect
   data.  Again, if the <guilabel>End line</guilabel> selector does not respond,
   check the <guilabel>Start line</guilabel> setting.
 </para>
 </formalpara>
 
 <formalpara><title>Date format</title>
 <para>
   This needs to be set according to the order of year, month, and day in the
   dates in the file.  If the plugin finds data incompatible with this setting,
   it will complain when you try to import.  However, if the setting is wrong,
   but it produce invalid results not detected (such as data with no days higher
   than 12, so month and day could be switched) you will simply get incorrect data,
   because the plugin cannot know you made a mistake. In this case, the error will be
   obvious in the ledger after import.
 </para>
 </formalpara>
 
 <para>
   Once ready, the <guilabel>Next</guilabel> button will be enabled, and clicking
   it will advance the wizard.
 </para>
 </sect3>
 
 <sect3 id="details.impexp.csv.secsym">
 <title>CSV Import Wizard: Securities and Symbols</title>
 
 <para>
   For an Investment file, after the <guilabel>Lines</guilabel> page has been
   accepted, you need to assure that each security in the file is matched to the
   correct security in your &kmymoney; file, before import can proceed.  At this
   point, another window will open, showing the securities and symbols contained
   in the import file.  Note that unlike the data display in the main wizard
   windows, the changes you make on this page <emphasis>are</emphasis> imported.
 </para>
 
 <para>
   Completing this page is straightforward, if you consider these items:
   <itemizedlist>
     <listitem>
     <para>
       Each row represents one transaction, and so it may appear there are
       duplicate rows.  This is OK.
     </para>
     </listitem>
 
     <listitem>
     <para> 
       Each security name must match exactly the existing security as specified
       in &kmymoney;.  If it does not match, it will be created as a new
       security, which you probably do not want, unless it represents the
       purchase of a new security.
     </para>
     </listitem>
 
     <listitem>
     <para>
       A symbol must be shown for each security.
     </para>
     </listitem>
 
     <listitem>
     <para>
       The <emphasis>only</emphasis> information on this page should be the
       security symbol and name.  Any other information initially shown (such as
       date or activity type) is still in the actual import file, but should not
       be shown here.
     </para>
     </listitem>
   </itemizedlist>
 </para>
 
 <para>
   You can edit a symbol or security name by double clicking the cell.  For
   each security, if necessary, edit the name in one of its rows, If the correct
   security name appears in the imported file, double click on it to select it,
   then copy and paste/edit, taking care if you have used a variation or
   abbreviation within &kmymoney;.  If you edit a security name, that edit will
   be applied to all rows with the same symbol.
 </para>
 
 <para>
   Any line without a symbol will be treated as a brokerage-type checking
   item. If any transaction involves another account, &eg;, a checking or
   brokerage account for a received dividend or for making a payment, a message
   box will pop up for the account name to be entered for the transfer.  This
   will generally be the Brokerage account you chose or created when you created
   the Investment account.  Similarly enter the column number containing the
   payee, if requested. If a mistake is made when entering the account name, the
   import will go ahead, but &kmymoney; will not recognize it, and will flag
   those transactions as missing a category assignment.  If the required account
   name is rather long, just enter a few characters.  The import will proceed but
   the transactions will be flagged by &kmymoney; as missing a category
   assignment, and you will need to select the correct transfer account after the
   import. Click <guibutton>OK</guibutton> when done. The import process then gets
   handed over to &kmymoney;.
 </para>
 
 <para>
   If you have more that one transaction referring to the same security, you can
   edit all of them at once, using multi-select.  For instance, to add a symbol for
   several lines, press and hold the &Ctrl; key, and in the symbol column,
   select each transaction.  While still holding the &Ctrl; key,
   all those symbol cells should still be selected, so click on one and enter the
   symbol.  Click inside the window but outside that column, or hit
   &Enter; (not <guibutton>OK</guibutton>).  Now that those
   transactions all have the same symbol, double click one detail entry and edit
   the security name as you wish.  Click elsewhere on the window (or
   &Enter;) to accept the edit, which will then change all
   those entries.  The remaining entries will show the symbols picked up from the
   transactions in the import file.
 </para>
 
 <para>
   Now click <guibutton>OK</guibutton>, then <guibutton>Import</guibutton>.  In the
   <guilabel>Enter Account</guilabel> box, enter the name of a Brokerage/checking
   account for funds.  If you enter a valid name that account will be used.  If
   you can't be bothered entering a correct but long name, enter a few
   characters.  The import will accept that but the transactions in the ledger
   after import will need a proper account to be selected.  For the
   <guilabel>Brokerage</guilabel> box, enter the number of the column
   containing that detail. Now, on the <guilabel>Invalid transaction</guilabel>
   box you may get a few entries because the activity type does not match the
   qty/price/amount combination.  On each message, click <guilabel>Select
   Transaction Type</guilabel>, and a drop down will appear indicating valid
   activity types for that combination of values.
 </para>
 
 <para>
   Now the import has occurred and you're into &kmymoney; to select the investment
   account to use.  Then the checking account, if there were any brokerage type
   transactions.
 </para>
 </sect3>
 
 <sect3>
 <title>CSV Import Wizard: Finish</title>
 <para>
   On reaching the Final page, the plugin automatically validates the values.  If
   the numeric value column/s is/are highlighted in green, then the validation
   was successful and all that is necessary is to click <guibutton>Import
   CSV</guibutton> and control then passes to the main &kmymoney; program.
   However, if the start and/or end lines are incorrectly set, or if the wrong
   columns were selected, the highlighting will be in red, and an error message
   will appear indicating where the error lies.  The user will then need to click
   <guibutton>Back</guibutton> to get to the relevant page to correct the error.
 </para>
 
 <para>
   It might also be that if debit and credit columns are in use, one of those
   columns may legitimately contain no entries.  This would mean that that column
   has no decimal symbol present, and this would result in a warning.  If you see
   that this is the case, you may click either of the buttons to accept
   (<guibutton>Accept this</guibutton> or <guibutton>Accept all</guibutton>.)
 </para>
  
 <formalpara><title>Decimal Symbol</title>
 <para>
   Another possible problem might be that the selected decimal symbol is
   incorrect. Selecting the symbol to match the data should clear that error.
   Normally, you should not need to change this selection.  Note that the
   <guilabel>Decimal Symbol</guilabel> must be set to match your file, not your
   locale.  If your locale setting has a different value, conversion will be seen
   to take place.  The display of the file in the upper part of the window will
   show numeric fields highlighted in green if the current setting produces valid
   results, otherwise in red.  The highlighting also reflects the <guilabel>Start
   line</guilabel> and <guilabel>End line</guilabel> settings.  There could be
   warnings if any of the selected cells appear not to contain the selected
   symbol.
 </para>
 </formalpara>
 
 <formalpara><title>Thousands Symbol</title>
 <para>
   This does not need to be selected, as it is set automatically based on the
   <guilabel>Decimal Symbol</guilabel>. It is provided purely as a guide.  In
   addition, the selector will be inactive if none of the values to be imported
   is greater or equal to 1000.
 </para>
 </formalpara>
 
 <formalpara><title>Import CSV</title>
 <para>
   Clicking this button tells the plugin to actually import the data from the
   file, based on the choices you have made above.  &kmymoney; will prompt you
   for the correct account into which to import the data.
 </para>
 </formalpara>
 </sect3>
 
 <sect3>
 <title>Make QIF File</title>
 <para>
   This button gives you the ability, after the import has been completed, to
   save the data from the CSV file as a QIF file, should you require one for any
   reason. This was actually the original functionality that drove the creation
   of this plugin.  However, as &kmymoney; itself is now able to export a qif
   file, the capability is now probably of little use and is likely to be removed
   eventually.
 </para>
 </sect3>
 
 <sect3>
 <title>Finishing up</title>
 <para>
   For a <guilabel>Banking</guilabel> import, the plugin has finished, and
   &kmymoney; will prompt you, as stated above, for the correct account into
   which to import the data. For an <guilabel>Investment</guilabel> import,
   however, a little more may be required.  If, during import of a transaction,
   the plugin finds no valid transaction type, it will display the offending
   transaction, and the user may select a valid type to substitute, depending on
   the combination of quantity, price, and amount values.  For every transaction,
   the plugin will validate the column contents to ensure they match the action
   type.  For instance, if a quantity appears but no price or amount, it is
   assumed that the transaction can be only an Add or Remove Shares.  Or, if
   there is an amount but no quantity or price, then a Dividend is assumed, &etc;
 </para>
 
 <para>
   If you wish to save your settings, remember to click the
   <guibutton>Finish</guibutton> button, and the plugin will then close.
 </para>
 </sect3>
 
 <sect3>
 <title>Adding Investment Activity Types</title>
 <para>
   If you find that your investment statements keep including activity types that
   are not recognized, just add them to the section in the resource file.  (See
   <link linkend="details.impexp.csv.config">below</link> for more details on
   this file.) For instance, in the <literal>[InvestmentSettings]</literal> section
   of the file, the <literal>BuyParam</literal> field includes entries for
   <literal>Purchase</literal>, <literal>Buy</literal>, <literal>New Inv</literal>,
   and <literal>Switch In</literal>. If you find a different one, add it to the
   correct list and restart the plugin. You may notice that there are similarities
   in the entries in different fields, and you may find that the wrong activity type
   is being selected. The plugin checks these lists in the following order:
   <literal>Shrsin</literal>, <literal>DivX</literal>, <literal>Reinvdiv</literal>,
   <literal>Brokerage</literal>, <literal>Buy</literal>, <literal>Sell</literal>, and
   <literal>Remove</literal>. Re-ordering the lists to suit this does not work as
   might be expected, since the entries in the resource file get sorted into
   alphabetical order. If the offending parameter is one you don't need, just delete
   it from the file. If that is not possible, you may need to edit your file before input.
 </para>
 </sect3>
 
 <sect3 id="details.impexp.csv.config">
 <title>Configuration of CSV importer plugin</title>
 
 <para>
  A well-known drawback of QIF format is that it is a fairly loose format.
  With CSV files, there is this same problem, only more so, in that there  is
  no agreed standard at all.  With investment files, in particular, there is
  much more scope for variation in specifying the different types of activities
  represented in the data.  The plugin handles this by listing these activity
  types in a resource file, called <filename>csvimporterrc</filename>. The location
  of this file depends on your distribution. On a &Linux; system, this will be in
  <filename class="directory">$KDEHOME/share/config</filename> where
  <envar>$KDEHOME</envar> is usually <quote>.config</quote> within your home folder.
  If you are migrating from a version of &kmymoney; prior to 5.0 or later, the old
  location of <envar>$KDEHOME</envar> was <filename class="directory">.kde4</filename>.
  Using this resource file allows the user to add an activity type that the developer
  had not encountered. If the file does not exist when the importer first runs, the
  plugin will create a default version, containing a few of the more obvious
  descriptions.
 </para>
 
 <para>
  A number of sample CSV files are provided (in the <filename class="directory">
  kmymoney/contrib/csvimporter/</filename> folder in the source tree) in the hope
  that they may help.  For example, in the investment sample, an activity type is
  "<literal>ReInvestorContract Buy : ReInvested Units</literal>". In the validation
  process, the first successful match is on the <literal>ReInv</literal> in
  <literal>ReInvestorContract Buy</literal>, so the transaction therefore gets
  classed as <literal>Reinvdiv</literal>, even though <literal>Buy</literal> also is
  mentioned. Another example which has been observed is an activity type of
  <literal>Reinvest</literal> even though the transaction included neither price nor
  amount, but only a quantity, so that needed to be treated as <literal>Add
  Shares</literal>, or <literal>Shrsin</literal>.
 </para>
 
 <para>
  When this plugin was created, only a few investment formats had been seen as
  examples, and it may well be that you will encounter one which cannot be
  handled correctly.  If you find such a file, please send a suitable example
  (edited to remove or replace personal information) to the &kmymoney; user list
  &userlist; or developer list &devlist;, the developer will do his best to
  modify the plugin to handle it.
 </para>
 </sect3>
 </sect2>
 </sect1>