If you are using a recent release of GnuCash, ie 4.something, the csv transaction import feature has been greatly improved and includes the ability to save and re-use settings .
It definitely works to import investment transactions previously exported from GnuCash, so it should work with generic files as well, possibly with some massage. I don't know if the qif import process can handle investments even though Quicken can export them in that format it requires split transactions which qif importer seems to choke on. On Sun, Dec 11, 2022, 7:25 PM ar <ar123...@gmail.com> wrote: > Hi, > > I am trying to import avery simple transaction from qif: just 2 buy > transaction for the same account, containing mutual fund MMMM > > The 'Assets:Investments:XXXXX' is gnu cash account tracking shares of MMMM, > 'Asserts:Investments:YYYY' is a gnucash cash account. > > If I do not provide security symbol as below, the import fails when it > requires to enter the security. > > !Account > NAssets:Investments:XXXXX > TInvst > ^ > !Type:Invst > D07/16'2022 > NBuy > LAssets:Investments:YYYYY > Q34.107 > T-77.58 > ^ > D07/15'2022 > NBuy > LAssets:Investments:YYYYY > Q7.638 > T-37.7 > ^ > > I provide security as YMMMM, the import creates account > Assets:Investments:XXXXX:MMMM that conflicts with > 'Assets:Investments:XXXXX' > > 1. Does this feature works? If Yes are there usage examples. > 2. I do not insist on using qif format, is it possible to use .csv for > import, are there examples? > 3. It seems that csv import requires a lot of manual selections to be made > for every imported file, am I getting it right? > > Thank you, > > Aleksey > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > 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 ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
