Importing accounts/data as CSV

John Ralls jralls at ceridwen.us
Thu Jan 12 22:43:00 EST 2017


> On Jan 12, 2017, at 3:17 PM, Rich Shepard <rshepard at appl-ecosys.com> wrote:
> 
> On Thu, 5 Jan 2017, John Ralls wrote:
> 
>> Importing transactions is a lot more flexible and includes a wizard lifted
>> from GOffice wherein you can assign the transaction and split fields to
>> the appropriate column in your CSV file. It is limited in that it cannot
>> handle transactions with more than two splits.
> 
> John,
> 
>  I'll look into 3rd-party tools because my mortgage is the only payment
> with more than 2 splits: principle, interest, and escrow.
> 
>> There exist some 3rd-party tools that can convert CSV to QIF or OFX. Some
>> of those might handle more complicated situations than GnuCash's CSV
>> importer can.
> 
>  I assume that QFX would be preferable to QIF. Is this a correct
> assumption?
> 

No, not really. For your purposes there's no useful difference, so pick whichever CSV conversion tool works better for you.

More generally they each have strengths and weaknesses, but more generally one is stuck with whatever the source one wants to use exports.

Regards,
John Ralls





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