Importing accounts/data as CSV

David T. sunfish62 at yahoo.com
Thu Jan 12 22:48:14 EST 2017


Rich,

How many mortgage transactions are you talking about?

Many users set up scheduled transactions for a single mortgage (I do not). My own method for handling my single mortgage is to enter transactions manually and adjust each transaction to match the loan statement. GnuCash’s autofill feature makes this easy, since it puts all the splits in place. I simply adjust the amounts. The greatest amount of time really is logging on to the mortgage website. Of course, you’re doing that anyway in order to download the transactions.

David

> On Jan 13, 2017, at 4:17 AM, 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?
> 
> Thanks,
> 
> Rich
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