[GNC] Setting up existing investments in new GnuCash file

[Dean Bradley]

Thanks for your reply. I get the impression that even if I get the import process sorted out, that this will be a tedious process and probably no easier in the long run that just entering all the data manually. You state the importer is ahead of the documentation, but my evaluation was based on actually trying the importer more than going following the documentation. None of them seemed suitable without a lot of work, and manual entry is a lot of work. I believe I'll do the latter. 

Regards, 
~dean~

> On November 3, 2019 at 8:12 PM David Cousens <davidcousens at bigpond.com> wrote:
> 
> 
> Dean,
> 
> It should be possible to use either the Import QIF, Import OFX/QFX, Import
> Transactions from CSV options depending on the format you have exported them
> in. I haven't used the QIF import for stock information so I can't really
> comment on it.
> 
> The CSV importer was largely rewritten going to V3 and the documentation has
> not yet fully caught up. I have imported stock transactions exported from
> GnuCash using the default GnuCash Export Format with the Simple Layout
> export option switched off (It outputs only a single line per transaction in
> Simple Layout mode ( not enough info)- the multiline exports a line for each
> account entry (split) associated with the transaction).
> 
> The easiest way to get a handle on the export format is to export a
> transaction which is similar to the transactions you wish to import to get a
> handle on the exported columns. 
> 
> The critical information will be the account information for each split the
> amount (the importer uses a Deposit or Withdrawal label for this rather than
> Debit and Credit ) and the price data. Columns like the transaction ID are
> not critical as they will be recreated on import if not present. The closer
> you can get the data you want to import to the default GnuCash Export format
> the easier importing data with price information will be.  In some testing
> of the importer I found the export format often created the price in the
> form of a rational number and on some occasions that was not interpreted
> correctly on import. I am in the process of creating some examples of
> importing for the tutorial guide but have been sidetracked by life a bit
> lately and haven't really fully systematicall tested stock and currency 
> type imports.
> 
> The documentation in progress is a little bit hard to access as not all of
> it has been pushed to the main GnuCash/gnucash github repository yet. I
> should be able to rebuild the branch I have been working on and post a link
> to a copy in my Dropbox account later today.
> 
> David Cousens
> 
> 
> 
> 
> -----
> David Cousens
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