[GNC] How to bulk import about 130 Securities entries?

[Chris Good]

Message: 1
Date: Sun, 14 Aug 2022 19:19:44 -0700
From: Jim DeLaHunt <list+gnucash at jdlh.com>
To: gnucash-user at gnucash.org
Subject: Re: [GNC] How to bulk import about 130 Securities entries?
Message-ID: <137f3e3b-148f-feb2-9950-d7fcb32f67cf at jdlh.com>
Content-Type: text/plain; charset=UTF-8; format=flowed

Kalpesh:

Thank you for the advice.

 > ?see if your broker provides transactions in OFX format instead of CSV.

But remember, I am trying to import Securities, not transactions. I am
trying to automate what is done manually in Tools -- Security Editor, and
pressing the Add button.

Best regards,
 ???? ?Jim DeLaHunt

On 2022-08-14 17:34, Kalpesh Patel wrote:
> Jim,
>
> Not sure if anyone has mentioned or not but see if your broker 
> provides transactions in OFX format instead of CSV. With CSV I imagine 
> that you will have to perform some pre-processing before importing into
GNC.
>
> You will have much better success in minimizing import clicks and 
> errors with importation.

Hi Jim,

Just to hopefully add a little to what Kalpesh said...

There is code in the ofx import to handle creating securities which is done
before an investment transaction
if the security (commodity) does not exist and Preference, Import,
"Automatically create new commodities" is ticked.
I have never used it but maybe some-one else can supply an example ofx file.

I lean towards using a key stroke scripter but I just want to make you aware
of this possibility.

I've had a quick look at the code and it seems to me it may ask you for some
extra info (that is not supplied by the ofx file)
and you may well end up having to later correct or supplement the security
details anyway.

The ofx spec can be downloaded from
https://financialdataexchange.org/FDX/About/OFX-Work-Group.aspx after
clicking on "The Spec"
at the top of the page. All my ofx files are version 1.0.2.

Regards, Chris Good