Importing Split Transactions

[John Morris]

Hi Rob,
  I recently switched to GnuCash from Quicken, so I don't always know what I'm talking about, but I can answer this one. Because my Quicken file was very complex, it took me a few tries to get the import right. However, now that I figured it out, I can say that editing a .qif file is not that difficult. That is the format you want to import into GnuCash to get the splits right. There is plenty of information about .qif files and there are even some converters that will move data from other formats to .qif. Good luck with it.

Best,
John

On Oct 20, 2014, at 9:41 PM, Robert Mosher wrote:

> Hello,
> I'm looking to import a transaction that splits to several different
> sub-accounts into GnuCash. What is the format for such an import file? I've
> been unable to find documentation on this. CSV would be the easiest for me
> to generate. Though I understand CSV requires specifying the meaning of
> each column on each import. If this is avoidable that would be preferable.
> 
> If you're curious about the details, I regularly move my income into
> sub-accounts to help with budgeting. This is a tedious process in GnuCash.
> Though I can re-enter the transaction name from the previous month and have
> all the values copied forward, I need to make tweaks to the values each
> month. GnuCash doesn't guarantee they'll be in a consistent order, meaning
> I have to visually search for the correct transaction for each sub-account
> before modifying it. It's also easier to visualize my budget in a custom
> spreadsheet than in GnuCash, meaning I need a way to import it.
> 
> Thanks in advance,
> Rob