[GNC] Importing Accounts

Chris Miller cjm at tryx.org
Sun Sep 22 14:30:07 EDT 2024


Hi Folks, 

I am importing accounts. 

The third step of the import dialog shows a row with column headers. Does my import CSV file have to use that *order*, or simply use those *names*? If "order" is discretionary, can I create a column mapping with the first row? Will the "Import Map Editor" do that for me? Traditionally, CSV can map columns in any arbitrary order, but I don't know how much I can assume about this process. 

Specifically, the import dialog shows these columns (Many of these are almost self-explanatory.): 

Type: Almost Self-explanatory. What are the precise keywords and where do I find them? 
Account Full Name: Is this simply documentation, or does the "Full Name" include "Par1:Par2:Acct"? 
Account Name: Self-explanatory 
Account Code: This looks like a number for creating numerical hierarchies. Can I ignore this, if I'm using "sub-accounts"? 
Description: Self-explanatory 
Account Color: Self-explanatory 
Notes: Self-explanatory 
Symbol: Can I assume this names portfolio instruments, and is not part of general ledger expense/income accounting? 
Namespace: Is this the parent path when creating sub-accounts? Will "import" create parents as necessary? 
Hidden: Self-explanatory 
Tax Info: This is obviously for export to tax-prep software. What are the permitted values, and where can I find them? 
Placeholder: Self-explanatory 

Thanks for the help, 
-- 
Chris. 


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