Importing QIF: Name Conflict with another account

[David Carlson]

On 10/23/2013 5:24 PM, marchaljn at yahoo.com wrote:
> Well I might, but I need this Qif import only for this investment account (Fidelity).  I have access to QFX formats for other accounts.  I am trying direct import in the csv format in the mean time.
> Thanks for the interest
> Another thing I didn't mention: Gnucash creates this duplicate tree of accounts, but it doesn't fill them with the transactions.  So I need to find something that works.
>
>
>
> On Wednesday, October 23, 2013 4:40 PM, David Carlson <carlson.dl at sbcglobal.net> wrote:
> On 10/23/2013 11:58 AM, marchaljn at yahoo.com wrote:
>
>> I am importing QIF data from a Calc spreadsheet with the Calc2Qif wizard   Everything seems to be working fine except that I can't find a way to get the information mapped to the existing accounts. Duplicate accounts are created and I get the message: 'QIF import: Name Conflict with another account'.
>> I have seen this problem described several times.  The typical explanation is that the account type or currency don't match.
>> However, I have carefully set the correct account type in Calc2Qif (Investment), and set the currency (US dollar) at the end of the import process.  I have checked that the Gnucash accounts are indeed 'Investment' and in US dollars.  Also, during the Calc2Qif process, the wizard seems to accept the existing accounts (the box for new account is not checked).
>> After many attempts and verifications, I still get the same result: duplicate accounts created and same message.
>> Can anybody help?
>> Thanks a lot.
>>
>> _______________________________________________
>> gnucash-devel mailing list
>> gnucash-devel at gnucash.org
>> https://lists.gnucash.org/mailman/listinfo/gnucash-devel
>>
> Have you tried this with other account types? 
> I am not a developer but in the dim past I tried unsuccessfully to
> import stock transactions.  I do not know if it works now. 
> If it works with bank accounts then you are making progress.
>
> David C
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> gnucash-devel at gnucash.org
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>
>

You might also try the GnuCash IRC chat.  I think you might find someone
listening there that can help.  Sometimes it takes a while to get a
response there, so be patient. 

Also, the user mailing list works better than the developer list for
questions like yours.

It also might help if before you go there you have already read and
re-read the investment chapters in the help manual and tutorial and
concepts guide and tried manually entering a few sample transactions
that mimic the real ones, so that you have a feel for the investment
account hierarchy and how investment securities, accounts and
transactions work in GnuCash.  For one example, purchase transactions
have a number of shares of a security and a price per share involving
the brokerage account, the security, the security account and possibly
some secondary accounts for income, expenses etc.  The process of
setting up the securities and security accounts is not trivial, but it
is crucial to have those structured correctly to get the program to
accept the transactions. 

I am personally entering all my investment transactions by hand. 
Luckily, I only have a few in most months.  Now that I have some history
in place, I can sometimes copy and paste from similar transactions.  I
never figured out how to import investment transactions successfully,
even when they were exported directly from Quicken. 

David C
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