Obviously it wasn't clear that the post copied below identifies the keystroke operations from opening GnuCash through the Security Editor with *** as user input. The Import accounts was an aside comment. (Thanks David for start the account tree comments.) Interestingly New security is one of the few GnuCash forms specifically requiring a name, yet many people wouldn't recognise the name of a share but would recognise the security code.
The bleeding obvious is, "Why can't securities be imported by csv"? OFX is a good suggestion. It generally seems much more automated than csv so it would be worth investigating.. https://www.gnucash.org/docs/v4/C/gnucash-guide/appendixa_xmlconvert1.html > An enterprising individual could go so far as to write a stylesheet to transform the *GnuCash* data file to an *Apache OpenOffice*/*LibreOffice* Calc (or vice-versa, for that matter). Does it follow it could be written directly into an existing file? (Note the guid issue https://lists.gnucash.org/pipermail/gnucash-user/2022-August/102422.html ). The two examples only output data from GnuCash. btw A lot (the majority?) of https://wiki.gnucash.org/wiki/Published_tools are so old they won't work. https://lists.gnucash.org/pipermail/gnucash-user/2022-August/102438.html > Once share securities are created the share accounts can be created with > File, Import, Import accounts from CSV. > > File, New > Cancel > > Tools, Security Editor > > Securities: Add > New security > Full Name: *** > Symbol: *** > Type: *** - Sticky > Fraction Traded: *** > OK > > File, Import, Import Accounts from CSV > Next, DemoAccountTree.csv Next, Apply, Apply, Close > >>
Type,Full Account Name,Account Name,Account Code,Description,Account Colour,Notes,Symbol,Namespace,Hidden,Tax Info,Placeholder ASSET,Assets,Assets,,,,,AUD,CURRENCY,F,F,T BANK,Assets:Broker,Broker,,,,,AUD,CURRENCY,F,F,F ASSET,Assets:Broker:Shares,Shares,,,,,AUD,CURRENCY,F,F,F STOCK,Assets:Broker:Shares:ALL,ALL,,,,,ALL,ASX,F,F,F STOCK,Assets:Broker:Shares:CBA,CBA,,,,,CBA,ASX,F,F,F STOCK,Assets:Broker:Shares:NCM,NCM,,,,,NCM,ASX,F,F,F STOCK,Assets:Broker:Shares:REA,REA,,,,,REA,ASX,F,F,F STOCK,Assets:Broker:Shares:RIO,RIO,,,,,RIO,ASX,F,F,F STOCK,Assets:Broker:Shares:WOW,WOW,,,,,WOW,ASX,F,F,F STOCK,Assets:Broker:Shares:WPL,WPL,,,,,WPL,ASX,F,F,F BANK,Assets:Broker:Funds,Funds,,,,,AUD,CURRENCY,F,F,F INCOME,Income,Income,,,,,AUD,CURRENCY,F,F,T INCOME,Income:Capital Gain,Capital Gain,,,,,AUD,CURRENCY,F,F,F INCOME,Income:Capital Gain:Short-term,Short-term,,,,,AUD,CURRENCY,F,F,F INCOME,Income:Shares,Shares,,,,,AUD,CURRENCY,F,F,F INCOME,Income:Shares:Dividend,Dividend,,,,,AUD,CURRENCY,F,F,F INCOME,Income:Shares:Franking,Franking,,,,,AUD,CURRENCY,F,F,F EXPENSE,Expenses,Expenses,,,,,AUD,CURRENCY,F,F,T EXPENSE,Expenses:Brokerage,Brokerage,,,,,AUD,CURRENCY,F,F,F EQUITY,Equity,Equity,,,,,AUD,CURRENCY,F,F,F EQUITY,Equity:Opening Balance,Opening Balance,,,,,AUD,CURRENCY,F,F,F BANK,Bank,Bank,,,,,AUD,CURRENCY,F,F,F BANK,Bank:Savings,Savings,,,,,AUD,CURRENCY,F,F,F
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