Re: [GNC] How to properly import a csv with the correct settings.

2022-02-02 Thread Adrien Monteleone
And then you can create a special folder for messages from this list, 
and setup a filter to put them there automatically so from then on, you 
don't have to hunt through Allmail.


There is also an option in Mailman preferences to not receive copies of 
your own messages. If you turn this off, they'll be sent back to you. 
(and not just stored in your Sent folder)


Regards,
Adrien

On 1/29/22 2:46 AM, Liz wrote:

The disconnect here is seen by all users of gmail.
Gmail decides, on your behalf, that you don't need to see your posts to
a mailing list. Gmail just puts them in "Allmail".
You can either check the Allmail directory, or the Gnucash archives to
find your post.


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Re: [GNC] How to properly import a csv with the correct settings.

2022-01-29 Thread Liz
On Thu, 27 Jan 2022 22:41:41 -0500
Glenn Fowler  wrote:

> It is.
> 
> FYI the list archives are here:
> https://lists.gnucash.org/pipermail/gnucash-user/
> 
> You'll see this thread in January 2022. Anything on the list gets
> sent to everyone subscribed to it.
> 
> 
> On Thu, Jan 27, 2022 at 10:30 PM W Velishek 
> wrote:
> 
> > Can anyone tell me if my post to this mailing list is showing up?
>


The disconnect here is seen by all users of gmail.
Gmail decides, on your behalf, that you don't need to see your posts to
a mailing list. Gmail just puts them in "Allmail".
You can either check the Allmail directory, or the Gnucash archives to
find your post.

Liz
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Re: [GNC] How to properly import a csv with the correct settings.

2022-01-28 Thread Frank H. Ellenberger
David, ISTR you had once improved
https://www.gnucash.org/docs/v4/C/gnucash-help/trans-import.html

W. you are interested on the sections containing "Match".

Regards
Frank

Am 28.01.22 um 04:55 schrieb davidcousen...@gmail.com:
> It looks OK but the test is how it actually imports. 
> 
> If you have not imported to that set of books previously the import procedure
> will run a dialogue to match the entries in the Account column to internal
> accounts. AFAIK that dialogue has a button which will allow you to create new
> accounts where necessary but it has been a long time since I have had to do
> that. Many of the dialogues in GnuCash are not modal, i.e. they do not stop 
> you
> from performing other actions while they are open unless absolutely necessary 
> so
> it is likely you could go to the Account tab and create a new account from 
> there
> anyway. The drop down lists in the dialogues are normally populated when they
> are called so the new account should then appear as an option to be matched.
> David Cousens
> 
> 
> On Thu, 2022-01-27 at 21:24 -0600, W Velishek wrote:
>> Hello All,
>>
>> I was using QuickBooks Online and exported the information to Excel 
>> Spreadsheets. I had someone clean up the Spreadsheet and convert it to 
>> .csv . Now I am trying to import the csv into GnuCash. I have previous 
>> GnuCash files set up but I always messed them up. So Importing this csv 
>> into a fresh GnuCash file. I chose the Business accounts template in 
>> GnuCash but no other custom accounts have been added. The csv that I 
>> want to import has 99% all of the business transactions from 2020 until 
>> recently so if I can get this imported properly there will be very 
>> little else for me to import.
>>
>> Included is a screenshot of the import process.
>>
>> -Please let me know what I have correct and what I have wrong or incomplete.
>>
>> -When I am importing this csv and I have to match accounts in the csv to 
>> accounts in GnuCash will I have the opportunity to create a new account 
>> or new sub-account right then during the import process?
>>
>> Thanks
>> ___
>> gnucash-user mailing list
>> gnucash-user@gnucash.org
>> To update your subscription preferences or to unsubscribe:
>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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>> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
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>> You can do this by using Reply-To-List or Reply-All.
> 
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Re: [GNC] How to properly import a csv with the correct settings.

2022-01-27 Thread Jesse MacDougall
I found it easier to download in QFX format imports fine into gnu cash for
me

On Thu., Jan. 27, 2022, 19:56 ,  wrote:

> It looks OK but the test is how it actually imports.
>
> If you have not imported to that set of books previously the import
> procedure
> will run a dialogue to match the entries in the Account column to internal
> accounts. AFAIK that dialogue has a button which will allow you to create
> new
> accounts where necessary but it has been a long time since I have had to do
> that. Many of the dialogues in GnuCash are not modal, i.e. they do not
> stop you
> from performing other actions while they are open unless absolutely
> necessary so
> it is likely you could go to the Account tab and create a new account from
> there
> anyway. The drop down lists in the dialogues are normally populated when
> they
> are called so the new account should then appear as an option to be
> matched.
> David Cousens
>
>
> On Thu, 2022-01-27 at 21:24 -0600, W Velishek wrote:
> > Hello All,
> >
> > I was using QuickBooks Online and exported the information to Excel
> > Spreadsheets. I had someone clean up the Spreadsheet and convert it to
> > .csv . Now I am trying to import the csv into GnuCash. I have previous
> > GnuCash files set up but I always messed them up. So Importing this csv
> > into a fresh GnuCash file. I chose the Business accounts template in
> > GnuCash but no other custom accounts have been added. The csv that I
> > want to import has 99% all of the business transactions from 2020 until
> > recently so if I can get this imported properly there will be very
> > little else for me to import.
> >
> > Included is a screenshot of the import process.
> >
> > -Please let me know what I have correct and what I have wrong or
> incomplete.
> >
> > -When I am importing this csv and I have to match accounts in the csv to
> > accounts in GnuCash will I have the opportunity to create a new account
> > or new sub-account right then during the import process?
> >
> > Thanks
> > ___
> > 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.
>
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Re: [GNC] How to properly import a csv with the correct settings.

2022-01-27 Thread davidcousens49
It looks OK but the test is how it actually imports. 

If you have not imported to that set of books previously the import procedure
will run a dialogue to match the entries in the Account column to internal
accounts. AFAIK that dialogue has a button which will allow you to create new
accounts where necessary but it has been a long time since I have had to do
that. Many of the dialogues in GnuCash are not modal, i.e. they do not stop you
from performing other actions while they are open unless absolutely necessary so
it is likely you could go to the Account tab and create a new account from there
anyway. The drop down lists in the dialogues are normally populated when they
are called so the new account should then appear as an option to be matched.
David Cousens


On Thu, 2022-01-27 at 21:24 -0600, W Velishek wrote:
> Hello All,
> 
> I was using QuickBooks Online and exported the information to Excel 
> Spreadsheets. I had someone clean up the Spreadsheet and convert it to 
> .csv . Now I am trying to import the csv into GnuCash. I have previous 
> GnuCash files set up but I always messed them up. So Importing this csv 
> into a fresh GnuCash file. I chose the Business accounts template in 
> GnuCash but no other custom accounts have been added. The csv that I 
> want to import has 99% all of the business transactions from 2020 until 
> recently so if I can get this imported properly there will be very 
> little else for me to import.
> 
> Included is a screenshot of the import process.
> 
> -Please let me know what I have correct and what I have wrong or incomplete.
> 
> -When I am importing this csv and I have to match accounts in the csv to 
> accounts in GnuCash will I have the opportunity to create a new account 
> or new sub-account right then during the import process?
> 
> Thanks
> ___
> 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.
> -
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> You can do this by using Reply-To-List or Reply-All.

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Re: [GNC] How to properly import a csv with the correct settings.

2022-01-27 Thread Glenn Fowler
It is.

FYI the list archives are here:
https://lists.gnucash.org/pipermail/gnucash-user/

You'll see this thread in January 2022. Anything on the list gets sent to
everyone subscribed to it.


On Thu, Jan 27, 2022 at 10:30 PM W Velishek  wrote:

> Can anyone tell me if my post to this mailing list is showing up?
> ___
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>
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Re: [GNC] How to properly import a csv with the correct settings.

2022-01-27 Thread Tommy Trussell
On Thu, Jan 27, 2022 at 9:31 PM W Velishek  wrote:

> Can anyone tell me if my post to this mailing list is showing up?
>

I see three posts to the mailing list. The first about six hours ago, the
second (which included a screen shot) about five hours ago, a third (which
seems to have included the same screen shot) about ten minutes ago and a
fourth message (which I'm responding to) just five minutes ago.

One issue is you have not described what happened and what you expected to
happen. The screen image does not really communicate much.

I have not used the importer lately, but I recommend that you start with
just a small subset of your data to work out the kinks before trying a
whole year's worth of data.


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Re: [GNC] How to properly import a csv with the correct settings.

2022-01-27 Thread W Velishek

Can anyone tell me if my post to this mailing list is showing up?
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