Message: 1 Date: Sun, 14 Aug 2022 19:19:44 -0700 From: Jim DeLaHunt <list+gnuc...@jdlh.com> To: gnucash-user@gnucash.org Subject: Re: [GNC] How to bulk import about 130 Securities entries? Message-ID: <137f3e3b-148f-feb2-9950-d7fcb32f6...@jdlh.com> Content-Type: text/plain; charset=UTF-8; format=flowed
Kalpesh: Thank you for the advice. > ?see if your broker provides transactions in OFX format instead of CSV. But remember, I am trying to import Securities, not transactions. I am trying to automate what is done manually in Tools -- Security Editor, and pressing the Add button. Best regards, ???? ?Jim DeLaHunt On 2022-08-14 17:34, Kalpesh Patel wrote: > Jim, > > Not sure if anyone has mentioned or not but see if your broker > provides transactions in OFX format instead of CSV. With CSV I imagine > that you will have to perform some pre-processing before importing into GNC. > > You will have much better success in minimizing import clicks and > errors with importation. Hi Jim, Just to hopefully add a little to what Kalpesh said... There is code in the ofx import to handle creating securities which is done before an investment transaction if the security (commodity) does not exist and Preference, Import, "Automatically create new commodities" is ticked. I have never used it but maybe some-one else can supply an example ofx file. I lean towards using a key stroke scripter but I just want to make you aware of this possibility. I've had a quick look at the code and it seems to me it may ask you for some extra info (that is not supplied by the ofx file) and you may well end up having to later correct or supplement the security details anyway. The ofx spec can be downloaded from https://financialdataexchange.org/FDX/About/OFX-Work-Group.aspx after clicking on "The Spec" at the top of the page. All my ofx files are version 1.0.2. Regards, Chris Good _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
