Headers for importing accounts from CSV
Adrien Monteleone
adrien.monteleone at gmail.com
Thu Feb 15 17:45:00 EST 2018
Holly,
I’m relying on what I see from an export, but here’s something that might help:
‘full_name' is the entire tree path, so 'Assets:Current Assets:Cash In Wallet'
where ‘name’ is just ‘Cash In Wallet’
All of my ‘commoditym’ fields contain ‘USD’ and all of my ‘commodityn’ fields contain ‘CURRENCY’ if that helps.
I see the export doesn’t include trading accounts so I can’t help with what the other options are for ‘commodityn’. My suspicion would be it is used for stocks or mutual funds. (STOCK and FUND respectively would be the likely data)
I tried looking for an explanation of the fields online, but haven’t managed to find them yet.
Regards,
Adrien
> On Feb 15, 2018, at 1:28 PM, Holly Ochidi <hsukup1 at gmail.com> wrote:
>
> [image: Inline image 1]
>
> Kindly, please describe the column headers and where the data points to:
>
> name vs. full_name
> commoditym
> commodityn
>
> I have attempted to use the following entries for "commoditym" and
> "commodityn" without success:
> USD
> US Dollar
>
> Also, I assume the columns "hidden" and "place_holder" should hold a TRUE
> or FALSE? or should it be a "0" or "1"?
>
> Also, what values can I put under the "tax" column to automatically create
> accounts with the correct Income Tax account designations?
>
> I believe I understand the remaining columns.
>
> Much appreciation!
>
> Regards,
>
> Holly Ochidi
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