[GNC] Import transactions

Geoff cleanoutmyshed at gmail.com
Wed Sep 23 20:42:43 EDT 2020


G'day Michael

If you haven't already, I suggest you start with the following sections 
of the Gnucash Documentation:
https://www.gnucash.org/viewdoc.phtml?rev=4&lang=C&doc=help
6.16. Importing Transactions from Files
6.16.5. Import CSV

Then have a look at the second last post on this thread where I included 
a working CSV file and matching screenshots of the import process:

http://gnucash.1415818.n4.nabble.com/GNC-Tracking-cash-flows-with-balanced-transactions-tc4721056.html

The purpose of the drop down headings is to tell Gnucash what data you 
have in each column of your CSV file.

Another useful technique is to *export* some similar transactions to 
CSV, examine the structure of the CSV file produced by Gnucash, then try 
and import that file.

Hope this helps.

Regards

Geoff
=====


On 23/09/2020 12:39 pm, Michael Middleton wrote:
>     I need to import bank data csv into Gnucash accounts.
> 
>     So far with some limited success.
> 
>     I am unsure from the user manual of the required column headings
> 
>     in the import wizard screen.
> 
>     If the data to be imported is say:
> 
>     into account ASSET: BankXYZ
> 
>     date
> 
>     description
> 
>     deposit
> 
>     withdrawal
> 
> 
> 
>     and I need to place transactions in various other accounts say:
> 
>     INCOME:Sales
> 
>     &
> 
>     EXPENSES:Purchases
> 
> 
> 
>     My confusion comes with understanding drop down list headings:
> 
>     ACTION
> 
>     TRANSFER ACCOUNT
> 
>     TRANSFER ACTION    etc.
> 
> 
> 
>     What are the Column Headings for the above scenario?
> 
> 
> 
>     Thank you
> 
> 
> 
>     Michael Middleton
> _______________________________________________
> 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.
> 


More information about the gnucash-user mailing list