I use my credit cards as much as I can and I have 40 to 50 transactions on my main card per month. Yes, CSV can be more of an issue, but I have found that most, except for Discover, have an option to download as QFX/OFX. The real time saver is that once you go through the matching process to make sure everything is correct the reconciliation is done. I find it a real time saver and I hope you do as well.
Thank You, Gyle McCollam Gyle McCollam gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email ________________________________ From: R Losey <rlo...@gmail.com> Sent: Thursday, March 16, 2023 3:28 PM To: Gyle McCollam <gmccol...@live.com> Cc: Chip Reid <cwre...@gmail.com>; gnucash-user@gnucash.org <gnucash-user@gnucash.org> Subject: Re: [GNC] Help with downloading transactions. I may try it; I've seen several people talking about problems with it, or having to massage the CSV data before importing it. You say once I try it, I'll never go back, but I have; I had it with Quicken, and it was nice and helpful... but I've been in GnuCash for years now and I don't miss that feature. I don't know how many brokerage companies, credit cards, and bank accounts support it, but if they all did, it would only be maybe 60 transactions per month or so, and I really am quite happy doing it manually. I may try one of the credit card accounts. On Thu, Mar 16, 2023 at 10:38 AM Gyle McCollam <gmccol...@live.com<mailto:gmccol...@live.com>> wrote: You really should try to download and import transactions. It is a rather simple process and you can choose to reconcile during the import function. Most financial institutions allow you to download transactions, either from a date range or statement period. There are some slight differences, but most allow OFX/QFX or CSV file types. If you input the transactions yourself, it will attempt to match the import transactions to the ones you entered, usually I don't have to change anything but the choice between (a)dd, (u+c) (update + clear), or (c)lear. If you don't enter the transactions yourself the import function will allow you to choose the other side of the double entry (other account). You can select to see the matching account and whether you wish to reconcile after matching. This basically does the reconciliation for you. Take the time to try it with one account, a one with few transactions. Once you do that i promise you will never go back to the "old" manual reconciliation method! Thank You, Gyle McCollam Gyle McCollam gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email ________________________________ From: gnucash-user <gnucash-user-bounces+gylemc=gmail....@gnucash.org<mailto:gmail....@gnucash.org>> on behalf of R Losey <rlo...@gmail.com<mailto:rlo...@gmail.com>> Sent: Thursday, March 16, 2023 12:30 AM To: Chip Reid <cwre...@gmail.com<mailto:cwre...@gmail.com>> Cc: gnucash-user@gnucash.org<mailto:gnucash-user@gnucash.org> <gnucash-user@gnucash.org<mailto:gnucash-user@gnucash.org>> Subject: Re: [GNC] Help with downloading transactions. I used Quicken (not QuickBooks) before GnuCash, and I did kind of like downloading transactions... I have not done this with GnuCash, and I don't really have enough that I miss it. I do reconcile credit card statements and other items routinely so that I don't miss anything, but I've just gotten a lot better at remembering things. Of course, if you have a lot of transactions, you may really need that download. On Wed, Mar 15, 2023 at 7:18 PM Chip Reid <cwre...@gmail.com<mailto:cwre...@gmail.com>> wrote: > This is my second post to the list and I was very pleased with how willing > others were to help us new guys. The promptness was also appreciated. > > I think I have finally gotten far enough along to do most daily functions > but I sure would like to download transactions from my bank and credit card > companies. I had been doing this for years in Quickbooks but so far, even > following the available on-line information, I have not been able to get it > to work. My bank does not show up in the list for choosing the bank name. > > Windows 10 Pro > GNUCash 4.13 > > Thanks > > Chip Reid > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org<mailto: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. > -- _________________________________ Richard Losey rlo...@gmail.com<mailto:rlo...@gmail.com> Micah 6:8 _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org<mailto: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. -- _________________________________ Richard Losey rlo...@gmail.com<mailto:rlo...@gmail.com> Micah 6:8 _______________________________________________ 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.
