[GNC] Importing Accounts

[Murugan Mariappan]

To understand the account tree it is advised to export the account structure and use it as a reference.  please find attached a sample




Saludos Cordiales


Murugan

________________________________
From: gnucash-user <gnucash-user-bounces+m.muruganandam=hotmail.com at gnucash.org> on behalf of Chris Miller via gnucash-user <gnucash-user at gnucash.org>
Sent: 22 September 2024 15:30
To: gnucash-user <gnucash-user at gnucash.org>
Subject: [GNC] Importing Accounts

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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