[GNC] Easier way to import PayPal CSV

jeffrey black beastmaster126 at hotmail.com
Fri Mar 3 02:53:27 EST 2023


I have a major nightmare on my hands.  My wife has a PayPal account that she uses for both personal and business use (stab me right here multiple times, she uses accounts that I know about and several ones that I do not).

Problem #1:  I have no idea what financial institution she used, except the 3 I have access to.
Problem #2:  Determining business vs personal expense.
Problem #3:  PayPal transaction descriptions are only a little less cryptic than the financial institutions I have access to.
Problem #4:  Never can remember whether the gross from PayPal is a credit or debit to account:PayPal in the CSV import.  Or whether to use Balance affecting or all-transactions.  I used to have a script that would sort most of this mess out, and put it in all proper upper/lower case/foreign language  (I edited it multiple times and somewhere introduced a heap error that I cannot locate).

I assume that an account PayPal:Imbalance would be the right course for where I do not know where the funds came from.  Right now I have the institutions that I know of throw all transactions into PayPal:Bank.  And PayPal import throw All payments to financial institutions there as well, otherwise to PayPal:Expense.  That means copy and paste between accounts to get things right.  A major pain in the a$$ since I have to copy and paste from two separate accounts.

Problem #4 rears it's head here in the midst of #2.  I have to manually match the PayPal payments/returns individually.  Especially since PayPal may have the actual company name in it's native language and what was actually shipped (generally in English).  Then Problem #2, personal or business. Which get thrown into PayPal:Expense until I figure out which expense account it really goes to.

The CSV format generally provides enough information, but not always, to determine if is a business or personal expense.  Including who from and what for.

Confused yet, I am.

There has to be a simpler way to import PayPal CSV to preserve my insanity from escalating to the next level, beserkergang!

And because I can never seem to remember it, is the gross sale amount a debit or credit to the PayPal account from the CSV (still assigned as a credit card since that was all she originally had).

Signed,
Driving fence posts with my forehead.


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