[GNC] 1. Re: Request for help! (Patrick James)

[Eric Hammond]

-----Original Message-----
From: gnucash-user <gnucash-user-bounces+eric=jehammond.net at gnucash.org> On Behalf Of gnucash-user-request at gnucash.org
Sent: Saturday, July 13, 2024 9:00 AM
To: gnucash-user at gnucash.org
Subject: gnucash-user Digest, Vol 256, Issue 24

Send gnucash-user mailing list submissions to
	gnucash-user at gnucash.org

To subscribe or unsubscribe via the World Wide Web, visit
	https://lists.gnucash.org/mailman/listinfo/gnucash-user
or, via email, send a message with subject or body 'help' to
	gnucash-user-request at gnucash.org

You can reach the person managing the list at
	gnucash-user-owner at gnucash.org

> On 07/11/2024 6:30 PM PDT Ronald Solomon <drsolomondc at gmail.com> wrote:
> 
>  
> Yes, I know I can however, trying to type out the concerns is 
> time-consuming, and in the past, I didn't ask the correct questions so 
> did not get a correct answer. I appreciate everyone giving me 
> information but my issues are not being answered. That is why I am 
> asking for someone to talk over the phone with me or zoom so I can share my screen.
> 
> Ron Solomon
> 

Ron,

First let me begin with the history of the CSV import. According to my research, the CSV import in GNUCash was designed with one purpose in mind: Importing information from bank downloads. It was then expanded from there, but the basic design was to import from bank downloads.

Now to your specific question on how to import.

We need to start with a test file and work up to your production data.

Start with a fresh gnucash data file, one that named for testing purposes. This is not your production data file.

Next I'm going to suggest importing the sample mulit-split data presented in example 6.1:

Example 6.1. Sample Multi-split.csv

Date,Description,Deposit,Account
05/03/2006,Grocery Store,-45.21,Assets:Checking ,,45.21,Expenses:Groceries 14/03/2006,Employers R Us,670.00,Assets:Checking ,,180.00,Expenses:Taxes:Federal ,,90.00,Expenses:Taxes:Medicare ,,60.00,Expenses:Taxes:Social Security ,,-1000.00,Income:Salary

SOURCE: https://gnucash.org/docs/v5/C/gnucash-manual/trans-import.html

You'll need to copy and paste the data into a text editor and save the file with the csv extension.

Settings for that file are:

File Format: Character-separated
Comma
Multi-split

Encoding: Unicode (UTF-8)
Date format: d-m-y

Leading lines to skip: 1

Now select pull down menus and match the first row (lined out)

Date - Description - Amount - Account 


If you get stuck in that process, please let us know where.
----------------------------------------------------------------------------------------
Ron:

I started my GnuCash accounts by importing a massive amount of data from Quicken to text files, after it ate the qxf files.
I found that by creating an excel spreadsheet table with the columns labeled (similar to what you are doing) I could easily keep trying until it worked.
Then saved it xls format first (allows easy redo if needed), then saved as a CDF file (and rename to .csv if needed) for import
It took a while, but was quite successful.

All the best
Eric

End of gnucash-user Digest, Vol 256, Issue 24
*********************************************