[GNC] Issues Importing CSVs
Paul Kroitor
paul at kroitor.ca
Tue Feb 4 11:30:03 EST 2025
Sorry, I should have mentioned that. Win 11 and GC 5.8.
That said, I don't know of any recent changes to GC that change the
basics of the CSV import wizard.
On 2025-02-04 10:55 a.m., Brad Morrison wrote:
> Hi Paul/GNUCash users,
>
> First off, some basics:
>
> What operating system are you using?
>
> What version of GNUCash are you using?
> https://www.gnucash.org/download.phtml - the current version is 5.10
>
> https://wiki.gnucash.org/wiki/FAQ#Importing.2FExporting_Data - covers
> some of the importing & exporting basics, have you looked through it
> already?
>
> ---
> Thanks,
>
> Brad - https://www.facebook.com/brad.morrison.12327/ &
> https://nextdoor.com/profile/01mP46jj8KCzj3sP4 &
> https://norcal.social/@BradMorrison
>
> On 2025-02-04 07:11, Paul Kroitor wrote:
>
>> I regularly have to transfer large batches of transactions from one set of existing books into another. Basically party A pays dozens of expenses for party B, then rebills B quarterly a lump sum total.
>>
>> I have established a standard process for this (by exporting then importing CSVs) but I have encountered two gotchas and wonder if anyone has any bright ideas.
>>
>> A. When importing, I tick "skip alternate lines" so that I only get the expense side of each transaction (the other side being the monotonous rebill account). This works perfectly EXCEPT that where there is a split transaction in the source, there are three lines in the CSV and thus the even/odd cadence gets out of whack.
>>
>> B. With some experimentation I have got all the fields mapped properly through the process EXCEPT that the memo field only gets imported into one of the two sides in the created transaction. I tend to put the same memo in both the debit and credit sides of these transactions, but after the transfer process only one of these two memo texts survives. I have to run thru the destination register account and copy/paste all the memos.
>>
>> Does anyone know a way to avoid either problem?
>>
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