Importing accounts/data as CSV

[David T.]

Rich,

I’m sorry. I mis-interpreted the tenor of your comment about transactions, and I assumed you were talking about importing mortgage transactions. I went back just now and re-read the thread.

However, in looking through the thread, I noticed that your original message began with your description of upgrading from 2.6.13 to 2.6.15. Then you asked specfic questions about the CSV import format, which John discussed.

However, perhaps you don’t need the CSV importer. Since you have already been using GnuCash, you should be able simply to open the GnuCash file from 2.6.13 in 2.6.15. There is no need to export and importyour data; GnuCash2.6.15 will read your 2.6.13 file without trouble.  

Or did I miss something else in the thread?

;)

David

> On Jan 13, 2017, at 8:48 AM, David T. via gnucash-user <gnucash-user at gnucash.org> wrote:
> 
> 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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