The documentation could offer users more guidance in choosing the import format.
Most banks allow account transactions to be downloaded (usually as files) and most financial software (including GNUCash) allows the transactions to be imported. GnuCash offers six options but in reality the user might only have one or two formats available from the bank. I understand OFX/QFX is the preferred format but likely only available in USA. It seems MT940 and MT942 SWIFT and DTAUS format (DTAUS has not been supported by banks since 1 February 2016) would also be a preferred option if available. In Australia and probably most other parts of the world the likely options are CSV and/or QIF. QIF is probably the preferred of the two and although the date format can never be known it's probably reasonable to assume it matches the locale setting. (Note: GnuCash does not support date formats with Mmm.) CSV is a loose format the user will need to specify. One advantage of these formats is they are fairly easy to manipulate, particularly CSV. A last resort worth mentioning is extracting data from pdf files, probably manipulating in a spreadsheet and converting into CSV format. Users would need to work this process out themselves. References: https://www.gnucash.org/docs/v4/C/gnucash-help/trans-import.html#trans-import-MT940-MT942-DTAUS https://gnucash.org/viewdoc.phtml?rev=4&lang=C&doc=help https://gnucash.org/viewdoc.phtml?rev=4&lang=C&doc=guide https://en.wikipedia.org/wiki/Open_Financial_Exchange https://en.wikipedia.org/wiki/Quicken_Interchange_Format https://en.wikipedia.org/wiki/Comma-separated_values -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
