Edwin,
For specific help on importing and the process of matching accounts See
https://www.gnucash.org/docs/v4/C/gnucash-help/trans-import.html
You can create new accounts while in the Import Matcher dialogue. The matcher
has to be trained by assigning accounts to transactions during the import
Thank you for getting back to me so quickly.
I also got an email from Steve who explained that I needed to have all those
expense accounts created prior to importing an OFX file. And I need to assign
each of the transactions to one of these accounts after downloading it but
before actually
Edwin,
I would suggest you read at least the introductory sections of the GnuCash
Tutorial and Concepts guide under the heading Basics
https://www.gnucash.org/viewdoc.phtml?rev=5=C=guide and/or the Help
Manual https://www.gnucash.org/viewdoc.phtml?rev=5=C=help
. This will give you a good idea
Edwin,
I routinely download my CC transactions using OFX. I think you missed a
very important step.
It sounds like you did tie this OFX file to your CC Liability Account.
That will be remembered for all future imports from this CC.
It also sounds like you may not have set up all the
You need to assign each CC transaction to an expense account. E.g. McDonalds is
"dining".
When you pay down your CC, you make a transfer from you checking (or cash/etc)
to the cc account.
The expense categories will allow you to run reports and see what you are
spending your money on.
Your
Hi. New to this. I just downloaded an OFX file for a credit card I have. I
imported it into my “Unsaved Book.” That worked. It is now on the Accounts
Page with an amount under the “Total” column. But there is also a line that
says “Imbalance-USD” with the same same amount under Total. I understand
On Wed, Oct 18, 2023 at 3:44 AM Edgar Porcher via gnucash-user <
gnucash-user@gnucash.org> wrote:
> Hi,
>
> Since version 5.4 when I close or exit there is a
> background process left running which requires to
> be ended manually via task manager ("GnuCash
> Program File (32 bit)") in order to
Hi,
Since version 5.4 when I close or exit there is a
background process left running which requires to
be ended manually via task manager ("GnuCash
Program File (32 bit)") in order to safely unmount
from VeraCrypt. I reverted to 5.3. where the
problem is not existing.
Is there any chance you
