[GNC] Help with downloading transactions.

[Gyle McCollam]

You really should try to download and import transactions.  It is a rather simple process and you can choose to reconcile during the import function.  Most financial institutions allow you to download transactions, either from a date range or statement period.  There are some slight differences, but most allow OFX/QFX or CSV file types.  If you input the transactions yourself, it will attempt to match the import transactions to the ones you entered, usually I don't have to change anything but the choice between (a)dd, (u+c) (update + clear), or (c)lear.  If you don't enter the transactions yourself the import function will allow you to choose the other side of the double entry (other account).  You can select to see the matching account and whether you wish to reconcile after matching.  This basically does the reconciliation for you.  Take the time to try it with one account, a one with few transactions.  Once you do that i promise you will never go back to the "old" manual reconciliation method!


Thank You,

Gyle McCollam

Gyle McCollam

gmccollam at live.com<mailto:gmccollam at gyleshomes.com>           email

________________________________
From: gnucash-user <gnucash-user-bounces+gylemc=gmail.com at gnucash.org> on behalf of R Losey <rlosey at gmail.com>
Sent: Thursday, March 16, 2023 12:30 AM
To: Chip Reid <cwreid3 at gmail.com>
Cc: gnucash-user at gnucash.org <gnucash-user at gnucash.org>
Subject: Re: [GNC] Help with downloading transactions.

I used Quicken (not QuickBooks) before GnuCash, and I did kind of like
downloading transactions... I have not done this with GnuCash, and I don't
really have enough that I miss it. I do reconcile credit card statements
and other items routinely so that I don't miss anything, but I've just
gotten a lot better at remembering things.  Of course, if you have a lot of
transactions, you may really need that download.

On Wed, Mar 15, 2023 at 7:18 PM Chip Reid <cwreid3 at gmail.com> wrote:

> This is my second post to the list and I was very pleased with how willing
> others were to help us new guys.  The promptness was also appreciated.
>
> I think I have finally gotten far enough along to do most daily functions
> but I sure would like to download transactions from my bank and credit card
> companies.  I had been doing this for years in Quickbooks but so far, even
> following the available on-line information, I have not been able to get it
> to work.  My bank does not show up in the list for choosing the bank name.
>
> Windows 10 Pro
> GNUCash 4.13
>
> Thanks
>
> Chip Reid
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Richard Losey
rlosey at gmail.com
Micah 6:8
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