trouble with date when importing a just exported csv file.
Larry Evans
cppljevans at suddenlink.net
Thu Jan 29 06:27:19 EST 2015
On 01/28/2015 10:19 PM, David Carlson wrote:
> On 1/28/2015 10:01 PM, David Carlson wrote:
>> On 1/28/2015 7:52 AM, Larry Evans wrote:
[snip]
>>> I agree about the exporter putting more information than needed.
>>> I had misread:
>>>
>>> http://www.gnucash.org/docs/v2.6/C/gnucash-help/ch04s02.html#AccTree-FileMenu
>>>
>>> at:
>>>
>>> Starts the CSV Account file import process.
[snip]
>>>
>>> So.. I changed the contents of file import to:
>>>
>>> 2014-12-01,Checking Account,Opening Balance,Opening Balances,500.00
>>>
>>> and was able to import it as expected; however, I tried something
>>> similar for the SHA1 account but ran into problems when importing file
>>> with contents:
>>>
>>> 2015-01-02,SHA1,buy another,Checking Account,T,1
>>>
>>> As shown by the 2 attachments. The last attachment, shows I needed some
>>> action, but I've no idea what action that would be.
I should have pressed the [Help] button, which would have been some help.
[snip]
>> Larry,
>>
>> don't give up yet... The match screen looks a lot like the match
>> screen for the OFX importer. When I get to that point in the OFX
>> importer, I just click on the "A" box the first time I see a
>> transaction, then see what the importer brought in. If it really
>> matches an existing transaction I can just decide which of the two to
>> delete. The second time a similar transaction comes in then I can
>> choose U+ R or R if I like what appears. Have fun.
>>
>> David C
>
>
> I forgot to mention that the importer shows that transaction line as red
> because it sees that the incoming transaction matches an existing
> transaction, as far as it can tell. It is often wrong, though, so that
> is why I check the "A" box if I am not sure that is actually is right
> about the match.
>
> transactions that it knows are new show up as yellow or green and have
> different choices about assigning transfer accounts, for example.
>
> David C
Thanks very much David.
I finally got familiar enough so that the import works.
I minimized the contents of my import file to:
2015-01-06,buy more,Checking Account,1.5
But it was frustrating to reach the [Preview Settings]
screen and have to choose from a set of column types which
didn't include, for example, the Price column of the stock.
Wouldn't a user interface which selected the account before
the [Preview Settings] be better? Then the choices could be
those actually needed. IOW, for my case, the choices for
the column types would be the same as in the actual account
register, IOW:
Date, Num, Description, Transfer, R, Shares, Price, Buy, Sell, Balance
Then one wouldn't have to manually specify the Price after the import
process.
Does that make more sense to you?
-regards,
Larry
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