Help with importer needed

Liz edodd at billiau.net
Sun Mar 3 14:32:16 EST 2013


Scumbuster wrote:
> Hi all
>
> Upon importing a saved OFX file from my bank this morning for my checking
> account in Gnucash, I found that the program is wanting to mark all of my
> new transactions as either "estimate" or "bank charge"..........
>
> When I was importing before, it was making most items "imbalanced, which
> was
> fine....I would go into imbalance and reassign each transaction to what it
> really was (car payment, cc payment, utility etc).
>
> This may be due to my not understanding how the importer works.....it
> confuses me with the check marks etc....
>
> Is there a tutorial somewhere that goes over how the importer works?  I
> could not find any info in the help menu.
>
> As it stands, I have to go into each transaction in the importer screen
> and
> mark it "imbalanced, then go and change it once its in the register......a
> few transactions I can properly assign in the importer, where it's a
> single
> "split"....but not where one transaction is pslt between, say, dining and
> state sales tax.....its painful.
>
> Thanks!

Why are you moving anything to "Imbalance"? You have found out how to move
a transaction to another place in your account tree, so put it where you
want it the first time.
Splits are impossible to import correctly - no one can predict what is
subject to tax and the percentage from the information from the bank.
Put your example in dining and then split it from there.



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