New to Gnucash. How to set automatic downloads from Wells Fargo checking account

Kash kash at warmplanetbikes.com
Mon Nov 5 10:58:10 EST 2012


I have not been able to automatically download transactions from Wells 
Fargo.

However, if you are currently entering transactions manually one by one, 
there is an easier way. You'll need to install a tool into your 
spreadsheet program. I use Calc2qif for OpenOffice. There is also a tool 
for Excel, XL2QIF, but I haven't used it.

1.) go to wells fargo's download account activity page and set the 
account and time periods you're looking for. Choose the comma separated 
values format, and download the file

2.) You'll end up with with a file you can edit in a calc2qif enabled 
spreadsheet. Follow the instructions, and import the file. Gnucash will 
be updated.

Note: this should go without saying, but EVERY SINGLE TIME you get ready 
to make a big change, create a named backup. There is no rollback or 
undo feature.

Yes, Gnucash backs up regularly, but it's so much easier to switch to a 
named archive that it's worth getting in the habit rather than possibly 
screwing up and erasing or writing over the right file when restoring 
from automatically backed up copies.

On 11/4/2012 4:11 PM, Gino Serpa wrote:
> Hi,
> I am new to gnucash. I have a checking account with Wells Fargo. Could
> anybody please tell me how to do this? I tired googling it and looking at
> archives and all is very confusing. Has anybody done this lately?
> Thanks in advance
> Gino
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