Mint to GnuCash

[David T.]

Chris,

You say that QIF can only import one account at a time, but that was not my experience. GnuCash will import a QIF file with multiple accounts just fine, although with more accounts there are more opportunities for transactions to end up in odd accounts. I’ll note that the OFX/QFX specification IS limited to one account at a time, though. 

Perhaps you are encountering difficulty at some prior point in the process? For example, perhaps your conversion script is not correctly managing the other account element? 

I do believe that there is a Calc2QIF spreadsheet option that might serve you better; others on the list have reported succes with it. One takes the CSV file, opens it in a spreadsheet, and uses Calc2QIF to save to a QIF file that then gets imported. I have not used it personally.

David

On Apr 5, 2014, at 10:13 AM, Chris Lonsberry <chris.lonsberry at gmail.com> wrote:

> Hello list. I just posted the following question at:
> http://superuser.com/questions/738129/how-to-move-mint-transaction-data-to-gnucash
> 
> But I figured I should ask here as well, since this list has a good number
> of experts.
> 
> Thanks!
> 
> Online financial aggregators are great for getting transactions from all of
> your accounts into one place, but the accounting tools they provide are
> pretty minimal. I'm a Mint user, and I like the idea of letting Mint manage
> the connection to my bank, but I need to get the data into a real
> accounting package: GnuCash.
> 
> Mint provides the data in CSV format. So far I have been able to convert
> that data into QIF. The file format for QIF was simple enough that I was
> able to write my own conversion tool.
> 
> However, with QIF I can only import data from one account at a time.
> Ideally I would like to be able to download transactions from all of my
> accounts at once. Here's a sample of Mint data with a few accounts in it:
> 
> Date,Description,Original Description,Amount,Transaction
> Type,Category,Account Name,Labels,Notes
> 3/29/2014,BART,BART-POWELL QPS 5104646979 CA 94102 US
> C_OTHERTRAVEL,20,debit,Public Transportation,CapitolOne Visa,,
> 3/28/2014,Student Loan Payment,MY STUDENT LOAN LENDER,40,debit,Student
> Loan,Checking,,
> 3/28/2014,Check 995525,Check Paid #995525,64,debit,Check,Checking,,
> 3/28/2014,Mortgage,MY MORTGAGE COMPANY,1.95,debit,Credit Card
> Payment,OtherChecking,,
> 3/28/2014,Paycheck,MY EMPLOYER,1,000,000.00,credit,Paycheck,Checking,,
> 
> It would be nice if I could take this file and process it once and output a
> file that GnuCash could then import into the correct accounts. I was
> working with an OFX converter, but I'm not clear that OFX can combine data
> from multiple accounts into a single file due to the requirement to have a
> ledger balance line.
> 
> Is this a reasonable way to try to move data from Mint to GnuCash?
> 
> Chris
> _______________________________________________
> gnucash-user mailing list
> gnucash-user at gnucash.org
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.