Re: [GNC] GC Importing GC Export Format - too many credits

2019-10-08 Thread David Cousens
That's good . I will add the description of the issues I observed to one or the other of your bug reports and cross reference them. I suspect the issues are all related. AFAIK the CSV importer was rewritten for the late v2.7 and early 3.x versions and possible only received testing for the

Re: [GNC] GC Importing GC Export Format - too many credits

2019-10-08 Thread David Cousens
it. On reimporting it created a miscellaneous transaction to the imbalance account for 3.45. The price on export was 14+17238/34483 but when reimported the price is recorded as 13+17238/34483 accounting for this difference. This appears to be some problem with importing prices expressed as a whole

[GNC] GC Importing GC Export Format - too many credits

2019-10-08 Thread ornd25
When I import using GnuCash Export Format it brings in more splits than I requested. This is a simple dividend reinvestment, with one Dr Asset:Mutual fund, and one Cr Income:Dividends. I ended up with the wrong number of splits and a wrong allocation follows: Line 1 - Asset: Mutual Fund 3.026

Re: [GNC] Importing FX rates into gnucash

2019-08-11 Thread Jeff Abrahamson
Aha, thanks! Jeff Abrahamson http://p27.eu/jeff/ http://transport-nantes.com/ On 11/08/2019 19:55, John Ralls wrote: > >> On Aug 11, 2019, at 10:37 AM, Jeff Abrahamson wrote: >> >> I have a table of historic FX rates I'd like to import into gnucash. I >> don't see how to do this inside

Re: [GNC] Importing FX rates into gnucash

2019-08-11 Thread John Ralls
> On Aug 11, 2019, at 10:37 AM, Jeff Abrahamson wrote: > > I have a table of historic FX rates I'd like to import into gnucash. I > don't see how to do this inside gnucash, and googling about and reading > the docs I don't see mention of it. Is this possible? Or is there a > work-around?

[GNC] Importing FX rates into gnucash

2019-08-11 Thread Jeff Abrahamson
I have a table of historic FX rates I'd like to import into gnucash.  I don't see how to do this inside gnucash, and googling about and reading the docs I don't see mention of it.  Is this possible?  Or is there a work-around?  (I'm using the sqlite backend, if that matters, which I hope it

Re: [GNC] importing invoices

2019-07-13 Thread John Ralls
> On Jul 13, 2019, at 9:07 AM, Jonathan Francoeur wrote: > > Hi. I am trying to import invoices after reading this > > . > I copied the examples into a .csv file because I assumed they would work > however I

[GNC] Column Detection when Importing Transactions from CSV

2019-07-10 Thread Patrick
hen importing transactions from a CSV file, is there a way to have GnuCash *>* automatically detect the meaning of the columns based on the CSV headers? *>* The headers in my CSV file are "Date", "Description", "Account", etc., so I *>* was wondering if GnuCash had

Re: [GNC] Reconcile Flag when Importing Transactions from CSV

2019-07-05 Thread Patrick
https://bugs.gnucash.org/show_bug.cgi?id=796890 > > On Mon, Jul 1, 2019 at 7:33 AM Patrick wrote: > >> When I am importing transactions from a CSV, I have a "Reconcile" column >> that I select as the "Transfer Reconciled" column in the import wizard. I >>

[GNC] Reconcile Flag when Importing Transactions from CSV

2019-07-01 Thread Patrick
When I am importing transactions from a CSV, I have a "Reconcile" column that I select as the "Transfer Reconciled" column in the import wizard. I have all of the entries marked as "n" in this column, but after importing them, some of them seem to still show up

Re: [GNC] Column Detection when Importing Transactions from CSV

2019-06-26 Thread Stephen M. Butler
On 6/26/19 12:31 PM, Patrick wrote: > When importing transactions from a CSV file, is there a way to have GnuCash > automatically detect the meaning of the columns based on the CSV headers? > The headers in my CSV file are "Date", "Description", "Account", et

Re: [GNC] Column Detection when Importing Transactions from CSV

2019-06-26 Thread Patrick
hreef Patrick: > > When importing transactions from a CSV file, is there a way to have > GnuCash > > automatically detect the meaning of the columns based on the CSV headers? > > The headers in my CSV file are "Date", "Description", "Account", etc., >

Re: [GNC] Importing investment info from Financial Planner's

2019-05-28 Thread Joseph Hymel via gnucash-user
Thanks for the information. I will try your suggestions. Thanks again. Sent from Yahoo Mail on Android On Tue, May 28, 2019 at 8:31 AM, csingley wrote: Just to summarize what people are telling you: GnuCash doesn't have any sort of functionality to automatically create accounts for an

Re: [GNC] Importing investment info from Financial Planner's website

2019-05-28 Thread csingley
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,

Re: [GNC] Importing investment info from Financial Planner's website

2019-05-27 Thread David Carlson
id 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 foc

Re: [GNC] Importing investment info from Financial Planner's website

2019-05-27 Thread Joseph Hymel via gnucash-user
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

Re: [GNC] Importing investment info from Financial Planner's website

2019-05-27 Thread David T. via gnucash-user
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

[GNC] Importing investment info from Financial Planner's website

2019-05-27 Thread Joseph Hymel via gnucash-user
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

Re: [GNC] importing invoices as paid

2019-05-10 Thread Derek Atkins
Adrien Monteleone writes: > If they are paid, you’d need to have the payment transactions imported > as well. There isn’t any such thing as ‘paid’ with no actual > payment. (as far as I’m aware) You will both have to import the payment transaction, and you will have to *manually* attach the

Re: [GNC] importing invoices as paid

2019-05-09 Thread Adrien Monteleone
If they are paid, you’d need to have the payment transactions imported as well. There isn’t any such thing as ‘paid’ with no actual payment. (as far as I’m aware) I don’t know of a way to auto-assign the transactions as being applied in payment of any particular invoice once they are imported.

[GNC] importing invoices as paid

2019-05-09 Thread mountain
Hi, is there a way to not only import invoices but to also import data indicating that they have been paid? Unfortunately I have hundreds of paid invoices to import. -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___

Re: [GNC] My experience importing 19 years of Quicken data into GnuCash

2019-04-06 Thread GWB
Haven't tested this with the SQLite GnuCash backend, but it is sometimes possible with PostgreSQL to "roll back" to an earlier state before the last transactions, or for that matter, any arbitrary number of transactions before the last one. I haven't used the PostgreSQL backend with GnuCash for

Re: [GNC] My experience importing 19 years of Quicken data into GnuCash

2019-04-06 Thread Cricket Onebit
That makes sense. I know with some versions of SQL, you can roll-back. I suspect that each of the three versions GNUCash supports does it differently, sigh. If I do use SQL, I'll treat it like my novel. Dated daily backups, and add good title and change log when I make major changes. Not that I

Re: [GNC] Importing AR invoices

2019-04-03 Thread Adrien Monteleone
If you’re doing manual entries (or importing the invoices as regular transactions instead of as invoices) you determine the accounts posted to so assign the splits as you wish, manually after the import or adding that info to the CSV. I’d recommend going to the View menu and switching

Re: [GNC] My experience importing 19 years of Quicken data into GnuCash

2019-04-02 Thread no_more_quicken
Adrien Monteleone-2 wrote >> On Apr 2, 2019, at 11:59 AM, no_more_quicken > nospam@ > wrote: >> >> >> 5. I still haven't quite figured out the reporting framework; my goal is >> to >> generate an "expenses over the last X months grouped by month" report >> (i.e., >> just like the "Expense

Re: [GNC] My experience importing 19 years of Quicken data into GnuCash

2019-04-02 Thread no_more_quicken
Cricket Onebit wrote > Can you explain more about not being able to undo things with the SQL > backend vs XML (or point to more details)? I'm undecided about which > backend. Fully-functional and easy to install and maintain is more > important to me than a few seconds while using, unless those

Re: [GNC] My experience importing 19 years of Quicken data into GnuCash

2019-04-02 Thread Cricket Onebit
Thanks for this. I have a similar project in the near future, and was wondering the best order for some things. It looks like the major re-categorization should be done before leaving Quicken. Good to know there's a workaround for the HiDPI bug. Is there a bug report / feature request for bulk

Re: [GNC] My experience importing 19 years of Quicken data into GnuCash

2019-04-02 Thread Adrien Monteleone
> On Apr 2, 2019, at 11:59 AM, no_more_quicken wrote: > > > 5. I still haven't quite figured out the reporting framework; my goal is to > generate an "expenses over the last X months grouped by month" report (i.e., > just like the "Expense Over Time" built-in chart, but in a table format with

[GNC] My experience importing 19 years of Quicken data into GnuCash

2019-04-02 Thread no_more_quicken
I've been diligently tracking my personal finances since early 2000. I started with MS Money, then reluctantly switched to Quicken when Money was discontinued. I LOVED MS Money, but I've never really been happy with Quicken. It's hard to pinpoint exaclty why, but some combination of the clunky

Re: [GNC] Importing AR invoices

2019-04-01 Thread Adrien Monteleone
Teresa, I forgot to mention, GnuCash has no facility to store ‘products’ or ’service offerings’ or any kind of ‘inventory’. You just create your own invoice line items each time. But the software does utilize auto-fill based on previous entries. So you can start typing a line item description

Re: [GNC] Importing AR invoices

2019-04-01 Thread David Cousens
and associated headers of the invoices you are importing. Not all fields need to be filled.Things like the billing id and owner_id refer to internal guid's in the GnuCash data structures. David Cousens - David Cousens -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html

Re: [GNC] Importing AR invoices

2019-04-01 Thread Adrien Monteleone
Teresa, Welcome to GnuCash! Read over the Tutorial & Concepts Guide, Chapter 18:Importing Business Data. If your Help menu doesn’t link to it (it should) you can find it on GnuCash.org under Documentation. The column headers and explanation for each of invoices/bills and customers/ven

[GNC] Importing AR invoices

2019-04-01 Thread Teresa
We are just getting started in GNUCash, we are using another system for invoicing. I have tried several times to import invoices from Jan 1, each time has failed. Please provide the column layout, we invoice up to 75 recurring invoices monthly, that include one of 5 IT products that are

Re: [GNC] Importing buying shares transactions

2019-03-05 Thread One Click To Qif
in any case. Regards On Mon, Mar 4, 2019 at 10:50 PM David Cousens wrote: > > The following refers primarily to importing in V3.3 and later. The CSV > importer was rewritten going from 2.6. to v3.0 and was likely only tested > on basic functionality. At the moment I am doing extensiv

Re: [GNC] Importing buying shares transactions

2019-03-04 Thread David Cousens
The following refers primarily to importing in V3.3 and later. The CSV importer was rewritten going from 2.6. to v3.0 and was likely only tested on basic functionality. At the moment I am doing extensive systematic testing of the CSV importer and settings with a view to identifying as many

[GNC] Importing buying shares transactions

2019-03-04 Thread One Click To Qif
Hi: I have stock accounts in GnuCash, and I want to import data regarding buying shares, which I have at Excel. I can massage or convert the Excel data to CSV or any other format, but I do not know if GnuCash will be able to import them. For example, if I export stock Transactions to CSV from

Re: [GNC] Importing Quicekn Files

2019-02-12 Thread Derek Atkins
Sorry, yeah QXF != QFX. QFX/OFX is readable. QXF is not. -derek On Tue, February 12, 2019 11:04 am, Dan Black wrote: > QFX is a download format, designed for import of transactions from your > bank into a single Quicken account. ... QXF is an encrypted file transfer > format designed to move

Re: [GNC] Importing Quicekn Files

2019-02-12 Thread Dan Black
QFX is a download format, designed for import of transactions from your bank into a single Quicken account. ... QXF is an encrypted file transfer format designed to move entire Quicken databases with multiple accounts from Windows to Mac or visa versa. On February 12, 2019 10:46:36 AM Derek

Re: [GNC] Importing Quicekn Files

2019-02-12 Thread Derek Atkins
David Carlson writes: > I just peeked at Quicken 2019 and they also have a QXF file format which > does not work for GnuCash either. I did not have time to figure out what > they do use that format for. For us it is another tree in the forest. Are you sure? QXF should be readable by the OFX

Re: [GNC] Importing Quicekn Files

2019-02-12 Thread Kenneth Schneider
There is a difference between QXF and QFX formats. Ken Schneider > On Feb 12, 2019, at 8:45 AM, David Carlson > wrote: > > I just peeked at Quicken 2019 and they also have a QXF file format which > does not work for GnuCash either. I did not have time to figure out what > they do use that

Re: [GNC] Importing Quicekn Files

2019-02-12 Thread David Carlson
I just peeked at Quicken 2019 and they also have a QXF file format which does not work for GnuCash either. I did not have time to figure out what they do use that format for. For us it is another tree in the forest. David Carlson On Mon, Feb 11, 2019 at 11:23 PM John Ralls wrote: > > > > On

Re: [GNC] Importing Quicekn Files

2019-02-11 Thread John Ralls
> On Feb 11, 2019, at 12:28 PM, David Seltzer via gnucash-user > wrote: > > I am a new user and just tried to import my Quicken files following the > instructions. However, My files are saved as .QDF files, not .QIF and I get > a wrong format error message when I try to import them. > >

[GNC] Importing Quicekn Files

2019-02-11 Thread David Seltzer via gnucash-user
I am a new user and just tried to import my Quicken files following the instructions.  However, My files are saved as .QDF files, not .QIF and I get a wrong format error message when I try to import them. I would appreciate any suggestions for fixing this. Thank you in advance, David Seltzer

Re: [GNC] Importing QIF results into duplicate entry

2019-01-22 Thread Chitresh Bhushan
Hi David, Thanks for your suggestion! I exported each of my account into a separate QIF file and then started importing them one by one. That worked well, although bit tedious. I had to go through duplicate detection, but that was reasonably okay as gnucash had already made a very good guess

Re: [GNC] Importing QIF results into duplicate entry

2019-01-20 Thread David Cousens
categories? If accounts matching the categories don't exist, the new account button in the account matching dialog will allow you to create appropriate accounts on the fly. You can rearrange and rename accounts after importing data but having a roughly matching heirarchy will make it easier

Re: [GNC] Importing QIF results into duplicate entry

2019-01-20 Thread David T. via gnucash-user
.19 on Ubuntu. > > The sample file generates duplicates in checking and credit-card accounts > (for $980 entry) on importing. My actual data has more than 8 yrs of > entries.. so its quite big with a lot of duplicates. > > Sample QIF file exported from moneyguru: > http

[GNC] Importing QIF results into duplicate entry

2019-01-20 Thread Chitresh Bhushan
the import? I am new to gnucash and using gnucash 2.6.19 on Ubuntu. The sample file generates duplicates in checking and credit-card accounts (for $980 entry) on importing. My actual data has more than 8 yrs of entries.. so its quite big with a lot of duplicates. Sample QIF file exported from

Re: [GNC] Account ID when importing CSV Transactions

2018-11-20 Thread Geert Janssens
Op maandag 19 november 2018 01:59:18 CET schreef David Carlson: > I have been using GnuCash for many years and I am still using release > 2.6.17 or similar depending on which computer I am using. I just noticed > that when I am importing a CSV transactions file and I get to

[GNC] Account ID when importing CSV Transactions

2018-11-18 Thread David Carlson
I have been using GnuCash for many years and I am still using release 2.6.17 or similar depending on which computer I am using. I just noticed that when I am importing a CSV transactions file and I get to the step to determine which account to import the transactions into, the list of accounts

Re: [GNC] Upgrade and Importing

2018-10-25 Thread David Carlson
Congratulations to Sunfish62 and Fell for doing an incredible job of revising that page https://wiki.gnucash.org/wiki/Backup. to make it very easy to read and removing all the fluff. David C On Thu, Oct 25, 2018 at 12:31 PM D via gnucash-user < gnucash-user@gnucash.org> wrote: > Just copy them.

Re: [GNC] Upgrade and Importing

2018-10-25 Thread D via gnucash-user
Just copy them. See https://wiki.gnucash.org/wiki/Backup. On October 25, 2018, at 10:29 PM, Nigel Freestone wrote: I have GNU 2.4 on an old rapidly dying PC (Win 7) I now have the latest version (3.3) on a new PC (Win 10) How do I get my two sets of accounts data (Work and Home) from the old

[GNC] Upgrade and Importing

2018-10-25 Thread Nigel Freestone
I have GNU 2.4 on an old rapidly dying PC (Win 7) I now have the latest version (3.3) on a new PC (Win 10) How do I get my two sets of accounts data (Work and Home) from the old PC into the new one? Thanks for your help Nigel ___ gnucash-user

Re: [GNC] Exporting and Importing CSV Transactions from One Book to Another

2018-10-15 Thread David Cousens
Melissa You should export with the default conditions, i.e. only comma separated in the first panel and make sure the file is labelled with a csv extension. When importing, after selecting the file to import in the second panel in the "Load and Save Settings" box select the "

[GNC] Exporting and Importing CSV Transactions from One Book to Another

2018-10-15 Thread Scales Office
be it was just a lot to load so I waited a long time but it didn't work and I tried multiple times. Would you be able to give me a step by step how to for exporting and importing transactions from one book to another? Thank you in advance for your help, Melissa ___

Re: [GNC] Importing QIF from Quicken to set up new file

2018-10-15 Thread Adrien Monteleone
Macs used to be limited (at least as of Snow Leopard) to only re-sizing windows via the bottom right corner’s drag handle. I don’t recall when that changed, but certainly on High Sierra (I’m using it as well) you can hover over any window side at any point, the pointer will change to an arrow

Re: [GNC] Importing QIF from Quicken to set up new file

2018-10-15 Thread Liz
On Fri, 12 Oct 2018 12:52:37 -0500 Tom Goodhart wrote: > When I am in the middle of the Import QIF process, the window that > lists each security and asks for info for each is so long that I > can't see the buttons for Next, etc at the bottom of the window and I > cannot scroll down. What is

[GNC] Importing QIF from Quicken to set up new file

2018-10-14 Thread Tom Goodhart
When I am in the middle of the Import QIF process, the window that lists each security and asks for info for each is so long that I can't see the buttons for Next, etc at the bottom of the window and I cannot scroll down. What is the default response or how can I see the bottom of the window? Are

Re: [GNC] Error importing quicken 2017 qif / qfx

2018-09-18 Thread Maf. King
On Monday, 17 September 2018 17:10:10 BST Diogo Maciel wrote: > I think it's a bug in the 3.2 version. Installed the 2.6 version and it > imported without problems > Or, logically, it could be a bug in 2.6.x to allow something bogus into GC (that has been fixed in 3.x)? 0.02 Maf.

Re: [GNC] Error importing quicken 2017 qif / qfx

2018-09-17 Thread Diogo Maciel
I think it's a bug in the 3.2 version. Installed the 2.6 version and it imported without problems On Mon, Sep 17, 2018, 20:24 David T., wrote: > Hello, > > In fact, the error is quite clear: something in the QIF file is not as the > importer expects. As another David has noted, the QIF importer

Re: [GNC] Error importing quicken 2017 qif / qfx

2018-09-17 Thread David T. via gnucash-user
ct of QIF >> import, while the OP is having troubles importing their Quicken data for >> the first time. > > I hope you are not implying that a .qif file exported from Quicken, the > maker of the QIF standard, is "not properly structured". :) Quicken has been k

Re: [GNC] Error importing quicken 2017 qif / qfx

2018-09-17 Thread David T. via gnucash-user
Hello, In fact, the error is quite clear: something in the QIF file is not as the importer expects. As another David has noted, the QIF importer itself is functional, and has worked for many users before you. Unfortunately, in this case, that erro message is not particularly helpful, as your

Re: [GNC] Error importing quicken 2017 qif / qfx

2018-09-17 Thread David T. via gnucash-user
to which you refer addresses a very particular aspect of QIF import, while the OP is having troubles importing their Quicken data for the first time. > On Sep 17, 2018, at 3:16 AM, cicko wrote: > > You may want to subscribe to this issue and add any extra information you > find use

Re: [GNC] Error importing quicken 2017 qif / qfx

2018-09-17 Thread David Cousens
Diego, I have just imported an example file given in the W3C article on QIF format (https://www.w3.org/2000/10/swap/pim/qif-doc/QIF-doc.htm) without any problem using the Import QIF wizard ( have to cut off the comments on the end of the lines).A copy of the file is attached example1.qif

Re: [GNC] Error importing quicken 2017 qif / qfx

2018-09-17 Thread cicko
You may want to subscribe to this issue and add any extra information you find useful: https://bugs.gnucash.org/show_bug.cgi?id=788474 -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ gnucash-user mailing list

[GNC] Error importing quicken 2017 qif / qfx

2018-09-16 Thread Diogo Maciel
Hi, hope someone can help me move out from Quicken I tried exporting my data from Quicken in both qif and qfx. The qif importer gives me the error below Qfx will only show an empty window My file has multiple securities and currencies, so this may be relevant. I understand

Re: [GNC] Importing csv transactions

2018-09-11 Thread Geert Janssens
In addition to the other suggestions, does your csv file contain a line with column titles ? If so, you may have to configure the importer to skip that line. Regards, Geert Op dinsdag 11 september 2018 02:10:40 CEST schreef David Carlson: > Paul, > > Actually, during the CSV format you can

Re: [GNC] Importing csv transactions

2018-09-10 Thread David Carlson
Paul, Actually, during the CSV format you can scroll down the data that you are about to import to see if there are any lines that will prevent the import. Just scroll down the date column to see if there are any dates that do not match your selected date format. From experience I can tell you

Re: [GNC] Importing csv transactions

2018-09-10 Thread GTI .H
Probably some date (maybe three) in your CSV file is in the wrong format. Open your CSV file in an editor and check the format of the dates. Regards GTI Em seg, 10 de set de 2018 às 18:19, Paul Konnersman escreveu: > I'm new to Gnucash and trying to get set up. I successfully imported a >

[GNC] Importing csv transactions

2018-09-10 Thread Paul Konnersman
I'm new to Gnucash and trying to get set up. I successfully imported a couple of years worth of transactions into one account a few months ago when I was evaluating Gnucash. Now I'm trying to import more transactions into that same account without success. My process: 1) Menu Bar> File> Input>

[GNC] Gnucash unresponsive when importing large Bills & Invoices file

2018-07-23 Thread Nelson Handcock
Hello All, This is not reported as a bug (yet) but will do so if initial responses suggest it's warranted. I'm running Gnucash Version 3.1 I prepared a csv file to import a number of invoices - about 900 or so. The spreadsheet file contained about 1300 rows. Some invoices are multi-item - I've

Re: [GNC] Transaction matcher window blank when importing QFX

2018-07-10 Thread Bo Laurent
Whoops; never mind. I now see that the import was successful, but I didn't notice that. I was apparently trying to re-import, and gnucash successfully noticed that all the transactions had already been imported. Bo ___ gnucash-user mailing list

[GNC] Transaction matcher window blank when importing QFX

2018-07-10 Thread Bo Laurent
I'm brand new to gnucash, but it sure looks like I am encountering Bug 793461, though that was reported fixed. GnuCash Version: 3.2 Build ID: 3.2+ (2018-06-24) Finance::Quote: - OSX High Sierra 10.13.5 (17F77) I successfully imported data from two accounts at Redwood Credit Union (checking and

[GNC] Issue importing MT940 files

2018-07-01 Thread lemonnie...@bluewin.ch
Hi. It seems that Gnucash is not reading in the full character string for the identity of the account for a MT940 import (line identifier :25:). For me, it is reading up to the last but one character. I have 2 accounts where only the last digit is different and thus it cannot recognise a

Re: [GNC] importing (QIF/OFX)

2018-06-27 Thread David Carlson
me a lot of questions. ;-) > > - When it finds matching transactions (because I tested importing the > same file a second time to make sure it wouldn't do it quietly), it > proposed matches. (Good!) In my case, every transaction had a unique > transaction id (the "number" fie

[GNC] importing (QIF/OFX)

2018-06-27 Thread Jeff Abrahamson
wondering if they are inevitable. - The importer asks me a lot of questions. ;-) - When it finds matching transactions (because I tested importing the same file a second time to make sure it wouldn't do it quietly), it proposed matches.  (Good!)  In my case, every transaction had a unique

Re: [GNC] Problems importing credit card transactions via CSV formatted file.

2018-06-13 Thread David Carlson
ols> which includes a CSV to QIF converter which you might find useful. David C On Wed, Jun 13, 2018 at 2:14 PM, John Clark via gnucash-user < gnucash-user@gnucash.org> wrote: > One of the problems I’ve found with gnucash is in the area of importing > CSV formatted transactions. I fig

[GNC] Problems importing credit card transactions via CSV formatted file.

2018-06-13 Thread John Clark via gnucash-user
One of the problems I’ve found with gnucash is in the area of importing CSV formatted transactions. I figured out how to do it reasonably well for my bank statements, and now I’m turning my attention to my credit card accounts. I’m trying to enter in data that spans several years, and I have

Re: [GNC] GnuCash 3.1-3 freezes when importing OFX file on Mac

2018-06-10 Thread John Ralls
> On Jun 10, 2018, at 5:24 AM, Brendan Simon wrote: > > I just tried GnuCash 3.1-3 on Mac, and it freezes when trying to import > a small OFX file (downloaded from my bank). The cursor just turns into > a spinning beach ball and the app otherwise doesn't respond. > > The OFX file imports

[GNC] GnuCash 3.1-3 freezes when importing OFX file on Mac

2018-06-10 Thread Brendan Simon
I just tried GnuCash 3.1-3 on Mac, and it freezes when trying to import a small OFX file (downloaded from my bank).  The cursor just turns into a spinning beach ball and the app otherwise doesn't respond. The OFX file imports just fine with GnuCash-2.6.21-2. The OFX file comes from an Australian

[GNC] Need User friendly guide to importing qfx file

2018-05-17 Thread BC
I'm using v3.1 and OFX import works on Windows10. ___ 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

Re: [GNC] Need User friendly guide to importing qfx file

2018-05-17 Thread D via gnucash-user
ry ofx or try to do the export again, change the parameters on the export ie dates. Make sure you’re in the account you’re importing to, ie that register is open. Dennis Sent from my iPhone > On May 16, 2018, at 4:18 PM, eNews <kken...@gmail.com> wrote: > > Hello! > >

Re: [GNC] Need User friendly guide to importing qfx file

2018-05-17 Thread David Carlson
get from your bank? If you can try > ofx or try to do the export again, change the parameters on the export > ie dates. Make sure you’re in the account you’re importing to, ie that > register is open. > > Dennis > > Sent from my iPhone > > > On May 16, 2018, at 4

Re: [GNC] Need User friendly guide to importing qfx file

2018-05-17 Thread Dennis Powless
Is qfx the only output/export you get from your bank? If you can try ofx or try to do the export again, change the parameters on the export ie dates. Make sure you’re in the account you’re importing to, ie that register is open. Dennis Sent from my iPhone > On May 16, 2018, at 4

[GNC] Convincing my credit union to support online importing

2018-04-19 Thread Jeff Albrecht
Here in Arizona, USA Tuesday I attend the annual meeting of my credit union. I met with the Senior VP / Chief Information officer. We spoke about Quicken and it's rapid price hikes and move to subscription model. I told him a bit about GnuCash and that I had just converted to GnuCash and had

Re: [GNC] Importing OFX fails with GnuCash 3.0?

2018-04-09 Thread John Ralls
Close. That lists the known bugs specific to 3.0 (i.e. not carried over from earlier versions) at the time of the release. To see the current list of open bugs (until 1 June when Gnome shuts down bugzilla, anyway), go to https://bugzilla.gnome.org/query.cgi

Re: [GNC] Importing OFX fails with GnuCash 3.0?

2018-04-09 Thread David Carlson
Scroll down to the release announcement for 3.0 in https://www.gnucash.org/news.phtml then continue to the paragraph Known Problems... There have been some additional messages here in the user maillist. David C On Mon, Apr 9, 2018 at 3:04 PM, Thomas E Moughan wrote: >

Re: [GNC] Importing OFX fails with GnuCash 3.0?

2018-04-09 Thread Thomas E Moughan
Thanks, David. I can work around it. Is there a link where one can see current open bugs for GnuCash? On Mon, Apr 9, 2018, 2:56 PM David Carlson wrote: > Yes, that is a feature that is in the list of known bugs, so if you need > that, do not upgrade. > > David C >

Re: [GNC] Importing OFX fails with GnuCash 3.0?

2018-04-09 Thread David Carlson
Yes, that is a feature that is in the list of known bugs, so if you need that, do not upgrade. David C On Mon, Apr 9, 2018, 1:16 PM Thomas E Moughan wrote: > Haven't see this reported, but when I upgraded from 2.6 to 3.0 on my > Windows 10 device, I can't import OFX files

[GNC] Importing OFX fails with GnuCash 3.0?

2018-04-09 Thread Thomas E Moughan
Haven't see this reported, but when I upgraded from 2.6 to 3.0 on my Windows 10 device, I can't import OFX files from my Credit Union. The normal dialog box appears that would shows matches, but is completely blank except for the column headers. I did a Check and Repair all transactions, deleted

Re: Importing qfx files, version 3.0

2018-04-04 Thread Jim Poklitar
up a couple csv mappings, but this seems to be a clumsy way of >> doing things, compared to the v 2.xx way of doing things. >> >> What am I missing? How can I restore the ease of importing .qfx files in >> v >> 3.0? >> _

Re: Importing qfx files, version 3.0

2018-04-04 Thread David Carlson
eem to be any way to map a .qfx file. > > I have set up a couple csv mappings, but this seems to be a clumsy way of > doing things, compared to the v 2.xx way of doing things. > > What am I missing? How can I restore the ease of importing .qfx files in v > 3.0? > __

Re: Importing Quicken

2018-04-04 Thread David T. via gnucash-user
When I did my import (over a decade ago, I believe), I had no problem with transfers. Since I was importing all in one pass, there were no duplicates created by transfers. I believe the duplication problem you describe specifically arises when you opt to import transaction data from

Re: Importing Quicken

2018-04-04 Thread David Carlson
David T, Does the QIF importer detect duplicates created by transfers within the same import file? I seem to recall needing to separate accounts to different files to detect them. David C On Wed, Apr 4, 2018 at 9:00 AM, David T. wrote: > Alen, > > What you’ve done with

Re: Importing Quicken

2018-04-04 Thread David T. via gnucash-user
Alen, What you’ve done with the Benefits section is better, but I still feel that any mention of benefits of migration is misplaced here. Someone looking for ways to migrate from Quicken presumably has already come to this conclusion. * I have edited the tips portion further. I added a tip

Re: Importing Quicken

2018-04-04 Thread Alen Siljak
Hi, David, You are right. I've removed the benefits section but kept the fact about open data standards. Apart from being a benefit (to me), it is also a consequence of migration that may or may not be important for users. > You mention multi-currency problems with QIF, saying that GnuCash

Re: Importing Quicken

2018-04-03 Thread David T. via gnucash-user
back several years > should consider: > > 1. not importing all of it. > > 2. if you want to import it all, break down your export QIF process to one > asset or liability account at a time and for limited time intervals such as > one year at a time. > > The one account at a

Re: Importing Quicken

2018-04-03 Thread cicko
I have just copied the instructions from the FAQ page into a separate page on the GnuCash wiki, dedicated to Quicken migration: https://wiki.gnucash.org/wiki/Quicken_Migration This is a general hint to anyone considering or performing an actual migration from Quicken to GnuCash, to consult the

Re: : importing

2018-03-12 Thread jeffrey black
On 3/11/2018 6:32 PM, David Carlson wrote: > Welcome to GnuCash! > > Since you have already found the qfx importer you are almost there. Each > QIF file contains only transactions from one financial institution and > probably only for one or two accounts. > > You simply follow the steps that

Re: : importing

2018-03-11 Thread Dennis West
Maybe I was just lucky, but I selected the first choice in the QIF export which was all accounts including categories and it did it all in one pass (and that was for a file that had 20 years of data, 3 banks with checking and savings in each and 4 credit cards). I fully expected to have to

Re: : importing

2018-03-11 Thread Dennis West
Maybe I was just lucky, but I selected the first choice in the QIF export which was all accounts including categories and it did it all in one pass (and that was for a file that had 20 years of data, 3 banks with checking and savings in each and 4 credit cards). I fully expected to have to

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