[GNC] importing transactions with splits

[David Cousens]

Jeremy,

Generally when importing transactions to a specific account the second split
for the transaction is generated during the import process in the Import
Matching Window. This has an automatic process to try and identify
transactions which may already exist in Gnucash so you don't create
duplicates. It will also try and create a second split by trying to match
tokenized data in the description, date and amount fields of the import data
with data associated with transaction splits previously assigned to a
specific account on previous imports and will try to assign an account on a
probabilistic basis.These need to be checked prior to import as the training
data is accumulated on import and will affect future import matching
processing.

You can manually specify the second split account in the CSV on import by
creating a column specifying the account but this is not generally
necessary. GnuCash creates an import mapping of accounts specified in the
import data to the accounts in the account heirarchy the first time data is
imported from an externally specified account, so it is not necessary to use
the full account heirarchy description in the imported data.  You can also
import data with more than two splits where necessary in the multiline
format. The format of exported transactions is a good guide to how to set
this up. Also this is described in the help manual
https://www.gnucash.org/docs/v3/C/gnucash-help/trans-import.html. The help
manual is still a work in progress in this area after a recent rewrite of
the CSV import process.

David Cousens



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David Cousens
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