[GNC] Help with downloading transactions.

[R Losey]

I may try it; I've seen several people talking about problems with it, or
having to massage the CSV data before importing it.

You say once I try it, I'll never go back, but I have; I had it with
Quicken, and it was nice and helpful... but I've been in GnuCash for years
now and I don't miss that feature. I don't know how many brokerage
companies, credit cards, and bank accounts support it, but if they all did,
it would only be maybe 60 transactions per month or so, and I really am
quite happy doing it manually. I may try one of the credit card accounts.


On Thu, Mar 16, 2023 at 10:38 AM Gyle McCollam <gmccollam at live.com> wrote:

> 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 <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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-- 
_________________________________
Richard Losey
rlosey at gmail.com
Micah 6:8