Investment account export then import
Elwood
elwoodblues at bellsouth.net
Fri Mar 14 07:42:17 EDT 2014
In my case, I am trying to clean up various bad habits from before switching to GC. In this case, I am converting existing expenses into actual share purchases in an investment account. However, you do raise a good point. I should probably consider simply going with a current starting balance and just move forward on some of these things.
Sent from my iPhone
> On Mar 13, 2014, at 10:01 AM, Derek Atkins <warlord at MIT.EDU> wrote:
>
> Hi,
>
> Elwood <elwoodblues at bellsouth.net> writes:
>
>> Am I asking about a feature no one uses here?
>
> Probably, yes.. People tend to enter transactions in near-real-time,
> not historical transactions. For historical transactions there are the
> importers.
>
>>> On Mar 10, 2014, at 5:12 PM, Elwood <elwoodblues at bellsouth.net> wrote:
>>>
>>> I see there is transaction export and import both in CSV
>>> format. However, it looks like the format is not the same (at least
>>> when doing transaction from an investment account). I noticed there
>>> are several conversion utilities (QIF, OXF, CSV) available for
>>> download from various places online, but it's hard to tell which of
>>> the free ones will actually help with trying to import Gnucash
>>> formatted investment transactions back in.
>>>
>>> What I'm really trying to accomplish is duplicate a series of
>>> investment transactions from one college savings account to two
>>> others. In one case, the real world transactions are identical for
>>> two accounts and at least similar for the third. (For the US
>>> audience, think 529 plans for three kids, one with a later HS
>>> graduation date. )
>>>
>>> Anything I should be looking at or doing differently?
>
> I'd ask why you want to enter in all the previous history as opposed to
> just a "starting balance".
>
> If you do need your transactions entered you could either generate a QIF
> file and import it or you could generate an SX and have it generate all
> your transactions for you.
>
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>> Please remember to CC this list on all your replies.
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>
> -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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