[GNC] Importing investment info from Financial Planner's

[Joseph Hymel]

Thanks for the information. I will try your suggestions. Thanks again.

Sent from Yahoo Mail on Android 
 
  On Tue, May 28, 2019 at 8:31 AM, csingley<csingley at gmail.com> wrote:   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.



--
Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html
_______________________________________________
gnucash-user mailing list
gnucash-user at gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.