Maybe I was just lucky, but I selected the first choice in the QIF
export which was all accounts including categories and it did it all in
one pass (and that was for a file that had 20 years of data, 3 banks
with checking and savings in each and 4 credit cards).
I fully expected to have to break the file into several separate exports
like you're referring to but figured it was worth a try. I've been using
the result now for several months and have yet to discover any errors.
DW
On 3/11/2018 18:32, David Carlson wrote:
Welcome to GnuCash!
Since you have already found the qfx importer you are almost there. Each
QIF file contains only transactions from one financial institution and
probably only for one or two accounts.
You simply follow the steps that appear after starting the importer. It
will first ask you which account or accounts you want the transactions to
apply to if it has never seen a file from that bank, then it will create a
list of all the new transactions and try to get you to decide where you
want them to go. Finally it will actually import them when you click ok.
If you are unsure which other account to assign, leave the transaction
unassigned so you can fix it later.
I always save my data just before any import so I can go back and try again
if I decide that I made a mistake.
Good luck!
David C
On Sun, Mar 11, 2018, 4:24 PM Beri Hull <hullb...@gmail.com> wrote:
Hi, I am new to gnucash and want to import data from my various bank and
investment accounts that I have imported to finder as qfx files. I am
able to import data as qfx files that appear listed in a box titled
generic import transaction matcher. I need the transactions imported
into my register. I have tried dragging, clicking and cannot figure out
how to get them there. I have found not one instruction, forum discussion
or video that explains how to get the transactions into the proper gnucash
accounts. To do this must be so simple that it has escaped me.
Neri
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