[GNC] Importing investment info from Financial Planner's website

csingley csingley at gmail.com
Tue May 28 09:30:29 EDT 2019


Just to summarize what people are telling you:

GnuCash doesn't have any sort of functionality to automatically create
accounts for an investment the first time it's seen, if that's what you're
after.  You will need to manually set up your accounts with beginning
balances.  It's not that bad, unless your RIA is way off the deep end on the
"zillions of ETFs" gameplan.

Having done that, you can import investment transactions into GnuCash. 
GnuCash hasn't implemented direct web connection for investment
transactions, so you'll need to save the transactions to a local file, then
use File -> Import -> Import OFX/QFX inside GnuCash to import the saved file
and map it to your account structure.

Your advisor's website probably has a facility for downloading OFX/QFX data. 
If not, it looks like Ameriprise has a publicly-available OFX server; you
should be able to download the data.



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