[GNC] Handling Venmo (automatically)?

[David Carlson]

I agree with Simon Roberts that this is a topic that should become more
important as usage of these services expands.

In my household, we use Zelle, which, I think, is similar to Venmo. We only
have a few transactions each month.

I currently have scheduled transactions to use as boilerplate when regular
periodic payments are involved.  I also regularly import checking account
transactions
where the bank identifies Zelle transactions [in my case] with enough
detail to assign appropriate expense, income or other destination account
type and name.

While this process is adequate for my usage, I am sure that GnuCash would
benefit minimally with some descriptive entries in the Help manual or
Tutorial to identify ways to enter such data.



On Sun, Jan 5, 2025 at 5:09 PM Simon Roberts <simon at dancingcloudservices.com>
wrote:

> I recently brought my household accounts into GNC (I've been using this for
> my business for a couple of years or so now).
>
> This has created a new-to-me problem, which is that we make some use of
> Venmo. I would like to be able to download the records and import them as
> nearly automatically as possible (probably obviously!)
>
> The problem is that so far as I can tell, Venmo's ability to provide
> downloads of transactions is rather ... "strange".
>
> So far, all I've found is a CSV file download option, and that file is
> bizarrely incomplete with respect to transfers to/from the host bank. (For
> background and to save folks from laboriously describing the basics I'm
> totally happy with the CSV handling of GNC in general, configuring it and
> all that, but the Venmo records have some pretty severe omissions that need
> "intelligence" to complete.)
>
> I'm guessing that I'm not the first to address this, although I failed to
> find any discussion in the list archives or documentation (I will, however,
> admit that my searching might have been utterly inadequate). So, rather
> than spend ages of your reading time describing the problem, is there a
> broadly accepted approach to handling the downloadable records from this
> service?
>
> Thanks for any suggestions,
> Simon
>
>
> --
> Simon Roberts
> 303 249 3613
> https://www.youtube.com/@DancingCloudServices
> https://www.linkedin.com/in/simonhgroberts/
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-- 
David Carlson