[GNC] Import of CSV

[Gyle McCollam]

Thank Jean, I do and I use OFX/QFX whenever I can, but Discover doesn't support that option.


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 Jean Laroche <ripngo at gmail.com>
Sent: Thursday, April 11, 2024 7:57 PM
To: gnucash-user at gnucash.org <gnucash-user at gnucash.org>
Subject: Re: [GNC] Import of CSV

I can't help you with the CSV import as I typically use ofx and am not
familiar with the CSV workflow.
The option to reconcile is there with the OFX import because it was
added by the people who maintain and update gnucash (I worked on the ofx
import myself). I'm guessing it's not on the CSV import because nobody
added the reconcile to it?
If you have an option to use OFX rather than CSV, you live will be a bit
simpler, but I'm imagining you already know that.

Jean

On 4/11/24 4:36 PM, Gyle McCollam wrote:
> Back on 3/11 I sent 2 emails about issues with imports.  Neither received any responses.  This month when I imported the CSV file I had the following issues:
>
>
>    1.
> There were many receipts from the same vendor.  It matched the 1st to an entry that was already reconciled, which to me doesn't make sense, am I wrong?  Every entry after that was then matched to an earlier transaction. I was able to change these to the correct transaction.  BTW they all had the same value or $ amount that is why they matched.  If the 1st had not been matched to a reconciled transaction they would have all been OK this month.
>    2.
> When importing an OFX/QFX file you have the option to reconcile after matching, but in the case of a CSV import, it does not give you that option.  Is there a logical reason why not?
>
>
> Thank You,
>
> Gyle McCollam
>
> Gyle McCollam
>
> gmccollam at live.com<mailto:gmccollam at gyleshomes.com>            email
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