[GNC] Importing buying shares transactions

One Click To Qif oneclicktoqif at gmail.com
Tue Mar 5 13:02:18 EST 2019


Hi David:

I had version 2.6.14 installed and I installed 3.4.
However, it is obvious that this functionality does not work: GnuCash
cannot import transactions of shares, not even in the format exported
by itself.
I will have to manually introduce them.
Very disappointing.

Thanks for your answer in any case.
Regards


On Mon, Mar 4, 2019 at 10:50 PM David Cousens <davidcousens at bigpond.com> wrote:
>
> The following refers primarily to importing in V3.3 and later. The CSV
> importer was rewritten going from 2.6.  to v3.0 and was likely only tested
> on basic functionality. At the moment I am doing extensive systematic
> testing of the CSV importer and settings with a view to identifying as many
> of the problems as possible and fixing them.
>
> The CSV importer currently does not work properly importing multi currency
> transactions. I have not yet tested it on trading accounts specifically but
> that is in the todo loop for the near future. With multicurrency imports one
> problem is associated with applying the price so it is possible the same
> problem extends to trading accounts.  There also appear to be some problems
> with the transaction export using File->Export Transactions to CSV as it
> only appears to export the headers and no data. I have found File->Export
> Transactions from Active Register is working correctly for single currency
> transactions and multicurrency transactions so far.
>
> To have a chance at importing it use the GnuCash Export Settings in the
> import and leave all the other settings at the default settings apart from
> the multisplit check box which needs to be checked to import multiline data
> and setting the correct date format. It is usually necessary to play around
> a bit with the assignment of columns as the headers and column labels aren't
> always a 1-1 match.  If you do find a combination of settings which works
> could you please let me know.
>
> There is a problem with date formats in that the locale setting is not
> currently being used to set the default date format. Once it is matched
> though it usually works OK. I usually have to reset it to my usual local
> format on all imports.
>
> David Cousens
>
>
>
> -----
> David Cousens
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