Importing accounts/data as CSV

Rich Shepard rshepard at appl-ecosys.com
Fri Jan 13 08:37:46 EST 2017


On Fri, 13 Jan 2017, David T. wrote:

> How many mortgage transactions are you talking about?

David,

   One per month going back 7 years.

> 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.

   I enter the data from the monthly statement when I write the check. I'll
look at autofill, but now I need to convert the exported .cxv files for each
account, convert them to .qif, and import them to gnucash.

Thanks,

Rich


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