[GNC] Fwd: Setup for downloading transactions for a financial institution

[David Carlson]

Please reply to all.  As I implied in my previous email,  I cannot help
with online access.

---------- Forwarded message ---------
From: Richard <rhman44 at startmail.com>
Date: Sun, Feb 14, 2021, 2:29 PM
Subject: Re: [GNC] Setup for downloading transactions for a financial
institution
To: David Carlson <david.carlson.417 at gmail.com>


Thanks for the quick reply David.

I am looking to see if setup for USAA, US Bank, Chase, etc.

You wrote below that I can ask specific questions here about specific
institutions. How does that work?
On 2/14/2021 3:23 PM, David Carlson wrote:

Richard,

Welcome to the GnuCash User email.

Regarding the column labels, there are some options in various places.  One
is under Edit > Preferences > Accounts, but there are also some others
scattered around that change depending on whether you are using single line
or two line view and Basic Ledger, Auto-Split Ledger or Transaction Journal
view, for example.

One notable point for converts from Quicken is that GnuCash calls incomes
and expenses accounts instead of categories, and all transactions have
transfers to and from other accounts in double entry bookkeeping.

As for the online setup, that may or may not work with your financial
institutions, I didn't get it to work with any of mine so I do a manual
export from the online presence and manually import the data into GnuCash.
I can use the QFX/OFX format with most of my banks.  You can ask specific
questions here about setup with specific institutions.

On Sun, Feb 14, 2021 at 1:36 PM Richard via gnucash-user <
gnucash-user at gnucash.org> wrote:

> I am a new user. I have a few questions.
>
> Is there any way to change the column label on the account transaction
> display? Currently one of my columns is labeled Transfer. The items in
> that column are actually transaction categories.
>
> Next, when I attempted to link an account with a financial institution
> via the online setup wizard, the setup asked to select ECIBS or one of 4
> other options. I am not familiar with any of these options. Could
> someone please help me understand what these are or suggest which on to
> used
>
> Thanks,
>
> Richard
>
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-- 
David Carlson