Linking two transactions (a transfer) after an import.

Derek Atkins warlord at MIT.EDU
Wed Dec 26 16:48:17 EST 2007


Hi,

Quoting Neill Hogarth <Neill at Hogarth.de>:

> Hello!
>
> I am very new to Gnucash. I found the program two weeks ago and have been
> playing with it since. It appears to do everything I would expect and does
> it very nicely. Thank you to all those who programmed this gem.
>
> I have downloaded ofx files from two of my accounts (actually they were
> mt940 and I had to convert them but that is not relevant) and successfully
> imported them in to  Gnucash via File->Import.
>
> My problem is that a number of transactions are transfers from one account
> to the other or back again. How can I link these two transactions so as to
> tell Gnucash that they are actually two sides of the same transaction. The
> only way I can see is to delete the transaction from one account and then
> fill in the transfer manually in the other one but that seems so horrible
> that there has to be a better way.

During the import process you should properly assign the "far" account
of where the transaction comes from or goes do (depending on whether
it's a debit or a credit).  But yes, you may still need to manually
mark the transaction as a duplicate or manually remove it afterwards.

> Sorry if this is answered in the documentation but two days of searching has
> not helped.
>
> And once again - Thank you!
> Neill

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-derek

-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
       warlord at MIT.EDU                        PGP key available



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