[GNC] Need help importing Investment transactions

[David Carlson]

I am currently running release 3.8 in Linux Lite, which is Ubuntu 20.04
under a different label.  I think that the CSV transaction import has not
been changed, between 3.8 and 4.9.  If that is not correct, then some of my
issues may be bugs that have been fixed.

I have read the current help manual section on importing transactions in
csv format <https://gnucash.org/viewdoc.phtml?rev=4&lang=C&doc=help> which
gave me a start, but there are some things that I cannot make work
correctly.

I have come to the conclusion that my brokerage house World Equity Group
CSV exports probably need to be massaged, and possibly split up but there
are a couple of issues that I need to understand in order to determine how
to fix the import data and to assign the proper names to the various fields.

One issue is that in one test many transactions were imported as single
line unbalanced transactions with no transfer account, not even an
assignment to an unbalance account.  Why did GnuCash accept unbalanced
transactions containing amounts? Applying Check and Repair to some of those
transactions did not balance them to an unbalance account.

Another issue is that I have not figured out which column name should be
used for the number of shares in a purchase or sale transaction.

Yet another issue would be whether I can import everything into the
brokerage account or do I need to do something special to get stock
transactions assigned to the proper security account when appropriate?

A fourth issue would be whether I need to use the Multi-Split feature and,
if so, how to format the CSV file to make it assign the correct split lines
to the correct base transaction, and save it in CSV format if I built the
spreadsheet in LibreOffice Calc or equivalent

-- 
David Carlson