Re: [GNC] Does date order matter for Importing Checking Transactions?

2020-02-07 Thread Fran_3 via gnucash-user
Thank you David! Now I know how to assign multiple checking transactions at once. Great tip. And "Roger That" on debit/credit description fields. Very long & often very confusing. Thanks again. On Friday, February 7, 2020, 04:49:37 PM EST, David Cousens wrote: Fran "That brings up

Re: [GNC] Does date order matter for Importing Checking Transactions?

2020-02-07 Thread David Cousens
Fran "That brings up another question... is there anyway in GC to assign multiple checking transactions at once to a single expense account?" Yes there is. In the import matcher window you can multiply select the transactions you want to assign to a given transfer account (click on them while

Re: [GNC] Does date order matter for Importing Checking Transactions?

2020-02-07 Thread Fran_3 via gnucash-user
Thank you David. Good info. FYI, I'm importing checking transactions which I downloaded a csv file from the bank, imported into Google Sheets I re-formatted the columns to have the following... Date, Num, Description, Deposit, Withdrawal I then exported this from Google Sheets to a csv file. (I

Re: [GNC] Does date order matter for Importing Checking Transactions?

2020-02-07 Thread David Cousens
Fran, The date shouldn't matter but having them date ordered can help when sorting out any problems (easier to locate in the data file). David Carlson's reason for suggesting importing in small batches initially are twofold. 1. The importer has a Bayesian matcher which will automatically match

Re: [GNC] Does date order matter for Importing Checking Transactions?

2020-02-07 Thread David Carlson
Fran, If you are exporting them from a different program in, say, QIF format, I would suggest exporting one month first, them import it into GnuCash. After seeing how that went, do another month or three. David Carlson On Fri, Feb 7, 2020, 12:21 PM Fran_3 via gnucash-user <

[GNC] Does date order matter for Importing Checking Transactions?

2020-02-07 Thread Fran_3 via gnucash-user
Does date order matter when importing checking transactions? I'm guessing they are ordered by date in the Check Register view and not by the order in which they were entered or imported in the system... right? I'm asking because this next account I'll be working on has almost 2,000 transactions