[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
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