Re: [GNC] Importing investment info from Financial Planner's website
Just to summarize what people are telling you: GnuCash doesn't have any sort of functionality to automatically create accounts for an investment the first time it's seen, if that's what you're after. You will need to manually set up your accounts with beginning balances. It's not that bad, unless your RIA is way off the deep end on the "zillions of ETFs" gameplan. Having done that, you can import investment transactions into GnuCash. GnuCash hasn't implemented direct web connection for investment transactions, so you'll need to save the transactions to a local file, then use File -> Import -> Import OFX/QFX inside GnuCash to import the saved file and map it to your account structure. Your advisor's website probably has a facility for downloading OFX/QFX data. If not, it looks like Ameriprise has a publicly-available OFX server; you should be able to download the data. -- 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.
Re: [GNC] Importing investment info from Financial Planner's website
Joseph, Look on your financial planners website for a link to export your data. Most investment firms have some such option, often near another option to download a PDF of your monthly statement. Since you say you used to do it with Quicken, they may have an option to download qfx or ofx format. Else there may be a options for other formats such as qif or csv. Any of those options will work with GnuCash, tho, as David T points out, it my be an arduous process. David Carlson On Mon, May 27, 2019, 7:24 AM Joseph Hymel via gnucash-user < gnucash-user@gnucash.org> wrote: > Thanks David T. > Just to clarify I am only interested in being able to import MY investment > holdings from my financial planner's website via my login/password for that > website. I have recently left Quicken software where I had that ability to > import my investment info, and thought it might exist in GNUCASH also. > There is so much similarity between the two applications that has amazed me > and thus caused me to seek this functionality out if it existed. I > appreciate your prompt response nonetheless. > Jo > On Monday, May 27, 2019, 06:55:53 AM CDT, David T. < > sunfis...@yahoo.com> wrote: > > Jo, > > Importing such information is typically a one- time process, and the time > it would take to programmatically process all possible situations makes it > expensive, from a programming perspective. The development team has focused > on other areas. I doubt any developer would take up your request. > > Having used gnucash for many years now, I have come to feel that the time > spent trying to import even a complex set of investment accounts would be > better spent creating the accounts and transactions to start up. Putting in > this investment in time (pun intended) also helps one learn how to manage > these accounts on a day to day basis. > > > David > > > On Mon, May 27, 2019 at 17:00, Joseph Hymel via gnucash-user< > gnucash-user@gnucash.org> wrote: Hello,How do I import stock/bond > mutual fund investment info from my financial planner's company website > into gnucash software? I understand that I can setup each individual > investment myself and have gnucash update the investments values daily, > etc. I am interested in being able to setup the downloads of my investments > directly from my financial planner's website (Ameriprise Financial) into my > gnucash software. > Is this functionally possible? If yes, how do I do it? If not, then is it > possible for me to suggest this functionality be incorporated at some point > in the future? > Thanks, > Jo > ___ > 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. > > > ___ > 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. > ___ 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.
Re: [GNC] Importing investment info from Financial Planner's website
Thanks David T. Just to clarify I am only interested in being able to import MY investment holdings from my financial planner's website via my login/password for that website. I have recently left Quicken software where I had that ability to import my investment info, and thought it might exist in GNUCASH also. There is so much similarity between the two applications that has amazed me and thus caused me to seek this functionality out if it existed. I appreciate your prompt response nonetheless. Jo On Monday, May 27, 2019, 06:55:53 AM CDT, David T. wrote: Jo, Importing such information is typically a one- time process, and the time it would take to programmatically process all possible situations makes it expensive, from a programming perspective. The development team has focused on other areas. I doubt any developer would take up your request. Having used gnucash for many years now, I have come to feel that the time spent trying to import even a complex set of investment accounts would be better spent creating the accounts and transactions to start up. Putting in this investment in time (pun intended) also helps one learn how to manage these accounts on a day to day basis. David On Mon, May 27, 2019 at 17:00, Joseph Hymel via gnucash-user wrote: Hello,How do I import stock/bond mutual fund investment info from my financial planner's company website into gnucash software? I understand that I can setup each individual investment myself and have gnucash update the investments values daily, etc. I am interested in being able to setup the downloads of my investments directly from my financial planner's website (Ameriprise Financial) into my gnucash software. Is this functionally possible? If yes, how do I do it? If not, then is it possible for me to suggest this functionality be incorporated at some point in the future? Thanks, Jo ___ 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. ___ 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.
Re: [GNC] Importing investment info from Financial Planner's website
Jo, Importing such information is typically a one- time process, and the time it would take to programmatically process all possible situations makes it expensive, from a programming perspective. The development team has focused on other areas. I doubt any developer would take up your request. Having used gnucash for many years now, I have come to feel that the time spent trying to import even a complex set of investment accounts would be better spent creating the accounts and transactions to start up. Putting in this investment in time (pun intended) also helps one learn how to manage these accounts on a day to day basis. David On Mon, May 27, 2019 at 17:00, Joseph Hymel via gnucash-user wrote: Hello,How do I import stock/bond mutual fund investment info from my financial planner's company website into gnucash software? I understand that I can setup each individual investment myself and have gnucash update the investments values daily, etc. I am interested in being able to setup the downloads of my investments directly from my financial planner's website (Ameriprise Financial) into my gnucash software. Is this functionally possible? If yes, how do I do it? If not, then is it possible for me to suggest this functionality be incorporated at some point in the future? Thanks, Jo ___ 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. ___ 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.
