[GNC] How to train your GnuCash (before CSV transaction import) - but why?

viking2ev at san.rr.com viking2ev at san.rr.com
Wed Jun 8 00:57:51 EDT 2022


I am trying to import several hundred transactions from several CSV files.
Each CSV file will be imported to one Bank account and each file has a
column with the Transfer Account for each Transaction; e.g. Another Bank,
Salary, Interest etc (using the full account names).

In the CSV importer, I select the Bank account that I want to import the
transactions to, and I select "Transfer Account" for my Transfer Account
Column and click on Next.

I get two columns: "Account ID" - which shows the Full Account Names for the
Transfer Accounts and "Account Name" which shows "No Linked Account" for
each transaction.

I then need to click on "No Linked Account" for each transaction and specify
the Account names again; i.e.
Bank 2  -- Bank2
Salary - Salary

Interest - Interest
etc.


I click on next twice and I could then import my transactions. I choose to
cancel at that point because I have now told GnuCash that Bank2=2,
Salary=Salary, Interest=Interest etc...



In the import Map Editor (non-Bayesian) it now shows that Bank2 matches
Bank2; Salary matches Salary, Interest matches Interest, etc..


Thus, if I now import my different bank accounts from the different CSV
files, the Transaction Accounts are recognized I can import each CSV file
directly. 

My question is:  Why do I need to link the Transaction Accounts to
themselves? I had expected GnuCash to recognize the Transaction account
names in the Transaction Account Column. Is there maybe a different way of
doing this so that the training/linking is not needed?

 

 



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