account tree export/import

[David T.]

Elwood,

I’m not sure I follow you exactly. What do you mean “do manually in the csv”? If you are referring to the GnuCash data file, I have never needed to edit my data file directly. If you are referring to the Quicken data, are you unable to use the QIF export? I always found that QIF works  well for import, better than csv.

Also, it seems to me that it is quite easy to manipulate the Chart of Accounts directly in GnuCash. 

It is simple, for example, to realign an account in the hierarchy by using Edit->Account and changing the parent account. 

Similarly, if your sense of rightness cringes at the existence of a particular account (that may have made sense in Quicken), it is perhaps a little less obvious (but still pretty simple) to delete the offending account and have the transactions moved to another account.

Or is there something else that you’re trying to accomplish? 

David

On Feb 19, 2014, at 5:42 PM, Elwood <elwoodblues at bellsouth.net> wrote:

> Are the account tree export/import features intended to be used if your files already has transaction data, or are these there primarily for setting up accounts like you want them before loading any data?  I noticed that changing the name of an existing account in the CSV file really just causes you to create a new account on import.  Really what I am trying to do is clean up after a large Quicken import, so there are many categories that are not where they need to be in the hierarchy.  Just trying to understand what I should and shouldn't try to do manually in the CSV versus just slogging through it in the account interface.
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