: importing

[Dennis West]

Maybe I was just lucky, but I selected the first choice in the QIF 
export which was all accounts including categories and it did it all in 
one pass (and that was for a file that had 20 years of data, 3 banks 
with checking and savings in each and 4 credit cards).

I fully expected to have to break the file into several separate exports 
like you're referring to but figured it was worth a try. I've been using 
the result now for several months and have yet to discover any errors.

DW


On 3/11/2018 18:32, David Carlson wrote:
> Welcome to GnuCash!
>
> Since you have already found the qfx importer you are almost there.  Each
> QIF file contains only transactions from one financial institution and
> probably only for one or two accounts.
>
> You simply follow the steps that appear after starting the importer.  It
> will first ask you which account or accounts you want the transactions to
> apply to if it has never seen a file from that bank, then it will create a
> list of all the new transactions and try to get you to decide where you
> want them to go.  Finally it will actually import them when you click ok.
>
> If you are unsure which other account to assign, leave the transaction
> unassigned so you can fix it later.
>
> I always save my data just before any import so I can go back and try again
> if I decide that I made a mistake.
>
> Good luck!
>
> David C
>
> On Sun, Mar 11, 2018, 4:24 PM Beri Hull <hullberi at gmail.com> wrote:
>
>> Hi, I am new to gnucash and want to import data from my various bank and
>> investment accounts that I have imported to finder as qfx files.  I  am
>> able to import  data as qfx  files that appear listed in a box titled
>> generic import transaction matcher.    I need the transactions imported
>> into  my register.  I have tried dragging,  clicking and cannot figure out
>> how to get them there.   I have found not one instruction, forum discussion
>> or video that  explains how to get the transactions into the proper gnucash
>> accounts.  To do this  must be so simple that it has escaped me.
>>
>>
>> Neri
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