[GNC] CSV Importer - Debit vs Credit
CWheeler
wheelercsg-lists at yahoo.com
Thu Jul 4 13:19:22 EDT 2024
I'm in Ontario; maybe they haven't rolled that particular change out to
me yet. I'm still seeing a mix of their old and new website formats,
depending which page I view. Is the Quicken option also gone?
On 2024-07-04 01:13 p.m., Paul Kroitor wrote:
> I'm afraid "Microsoft Money" format -- which I've been a satisfied user of
> for over a decade -- isn't an option anymore in their new website design.
>
> They warned me last month I'd be changed to the new web layout. It's one
> step forward, three back! Perhaps they're rolling it out slowly across their
> user base: I'm in Montreal -- are you in Canada or the US? I probably have
> the option somewhere to use the old site, but I thought I would get out
> ahead of this.
>
> -----Original Message-----
> From: gnucash-user <gnucash-user-bounces+paul=kroitor.ca at gnucash.org> On
> Behalf Of wheelercsg-lists--- via gnucash-user
> Sent: Thursday, July 4, 2024 1:00 PM
> To: gnucash-user at gnucash.org
> Subject: Re: [GNC] CSV Importer - Debit vs Credit
>
> Hi, Paul,
>
> I have a TD Bank account, so I looked at the available options. If you
> choose "Microsoft Money", that appears to result in an OFX download. I
> usually choose "Intuit Quicken", because that results in a QFX download,
> which GnuCash can import.
>
> On 2024-07-04 12:00 p.m., gnucash-user-request at gnucash.org wrote:
>> Date: Thu, 4 Jul 2024 11:30:29 -0400
>> From: "Paul Kroitor"<paul at kroitor.ca>
>> To:<gnucash-user at gnucash.org>
>> Subject: [GNC] CSV Importer - Debit vs Credit
>> Message-ID:<02c201dace27$1a8f5b60$4fae1220$@kroitor.ca>
>> Content-Type: text/plain; charset="us-ascii"
>>
>> I'm sure this has been asked in a dozen different variations over the
>> years but I'm now faced with the issue myself since I now need to use
>> CSV for downloading (I hate TD Bank, who have removed the OFX download
>> option). I can't immediately find any old messages describing this
>> particular issue, so I thought I'd just ask.
>>
>>
>>
>> Simplified, TD Bank CSV downloads only basically have four fields:
>>
>> * Date
>> * Description
>> * "Debit" or "Credit"
>> * Amount (always positive)
>>
>>
>>
>> Import works fine, except that I can't see any way (short of
>> pre-editing the
>> file) to get the CSV importer to understand that the amount field goes
>> in a different column (D or C) depending on a different field's value.
>> This must be fairly common - am I just blind?
>>
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