Re: [GNC] Automatic account match doesn't work when import transactions

2024-02-04 Thread Jediator
Thanks David!  Well, the manual said that you could edit the rules manually, but how, and where?  In the Generic Transaction Import Matcher Window?  What do the checkboxes A, U+C and C mean?  Nothing was explained in the manual.  The manual also indicated that if no match found, the import

Re: [GNC] GnuCash with Interactive Brokers

2024-02-04 Thread Kalpesh Patel
While I am NOT with Interactive Broker, your best bet is to see if you can download transactions in OFX (Open Financial Exchange) or QFX (Quicken Financial Exchange) format. That would be the best format and I believe most broker-dealers support that format as a download method from their web

Re: [GNC] Automatic account match doesn't work when import transactions

2024-02-04 Thread Jediator
Mostly CSV files, but other file formats as well. On 2/3/24 9:26 PM, Steve Butler wrote: Which import?  CSV? On Sun, Feb 4, 2024, 13:04 Jediator wrote: I couldn't get the automatic account match to work when importing bank/credit card transactions to GC.  Is there anyway to manually

[GNC] Issues importing transactions (not matching)

2024-02-04 Thread Alan Johnson via gnucash-user
Hello, I'm attempting to import transactions from a credit card QFX file / Quicken format.   I have the pre-entered transaction as 'LEGO' in the amount of 45.14.  The imported transaction is "LEGO Enfeild CT" in the amount of 45.14.  Gnucash thinks these are not the same - and there are a

Re: [GNC] GnuCash with Interactive Brokers

2024-02-04 Thread Jonathan Knepher via gnucash-user
I export a report from IB in QFX format* either when I have transactions or at the end of each month, and import it on GnuCash.  It almost works perfectly, occasionally I have to fixup the account references for dividends.  IB automatically provides reasonable non-conflicting filenames for the

Re: [GNC] GnuCash with Interactive Brokers

2024-02-04 Thread Jim DeLaHunt
On 2024-02-04 01:56, km22 via gnucash-user wrote: Hi Gnucash Users, Does anyone on this mailing list have a method for importing transactions from Interactive Brokers (IBKR) to GnuCash? (Especially multi-currency users.) I currently enter all transactions manually but would like to explore

Re: [GNC] Multiple Fiscal Years

2024-02-04 Thread Michael or Penny Novack
On 2/3/2024 7:13 PM, Jay McSkimming wrote: Hi Is there any solution (other than repeated manual system-wide changes) to allow for multiple fiscal years for different sets of accounts arising from different country tax years? Are there any add-ons or means to allow this? Any help

Re: [GNC] Multiple Fiscal Years

2024-02-04 Thread Liz
On Sun, 4 Feb 2024 11:13:49 +1100 Jay McSkimming wrote: > Hi > > Is there any solution (other than repeated manual system-wide > changes) to allow for multiple fiscal years for different sets of > accounts arising from different country tax years? > > Are there any add-ons or means to allow

[GNC] GnuCash with Interactive Brokers

2024-02-04 Thread km22 via gnucash-user
Hi Gnucash Users, Does anyone on this mailing list have a method for importing transactions from Interactive Brokers (IBKR) to GnuCash? (Especially multi-currency users.) I currently enter all transactions manually but would like to explore ways of importing transactions. Please share your