claven123 at gmail.com
Sat May 23 17:55:32 EDT 2015
I just wondered if there was a way to open the first one and click next to
go thru them all in order, vs opening each one individually.
On May 23, 2015 2:59 PM, "John Ralls" <jralls at ceridwen.us> wrote:
> > On May 23, 2015, at 11:27 AM, Dennis Powless <claven123 at gmail.com>
> > Is there a wiki or directions, step by step, for an ofx import.
> > I can't seem to find it on the site or docs....
> > I think this is my best option.
> Maybe, but it’s pretty straightforward. Just use File>Import>Import
> OFX/QFX… Pick the file, pick the account to associate with the OFX account
> id (it will be the same for all imports from that bank and account, so
> you’ll see that picker only once), and the importer will display the
> other-account association window. Associate the transactions in yellow,
> check that the ones in green are correct, and check any red ones to make
> sure they’re really duplicates. Click “OK”. Done.
> If you’re bringing in a lot of history it will be easier if you do so in
> small chunks to train the other-account association.
> John Ralls
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