You mean ill do it manual for 100s transaction. Is that correct? How can i transfer in fastest way
On Fri, Aug 25, 2023, 7:01 AM Stephen M. Butler <kg...@arrl.net> wrote: > I have used the CSV importer several times to great advantage. At a > minimum you need the following columns: > > 1. Date -- be sure that you set the importer to the date format you > used. I use MM/DD/YYYY. > 2. Description -- What you want in the transaction description. > 3. Account Code -- Something that will uniquely identify the "other > account". I tend to use 3-4 character (sometime just 2) codes easy for > me to remember. These will get mapped (by you) to the real GnC account > during the import process. > 4. Amount -- I sometimes have to specify that this is a negative amount > (even though the file has positive values). > > During the import you will have to specify the base account. This will > be the checking account. This is a field on the import screen -- not in > your file. > At some point you will map the above fields to tell the imported which > one is the date, which one is the Other Account, which one is the > description and which one is the amount (or negative amount). > > Test this out in a test environment first. > > Save all your mapping to a file name so you can pull it back up for real > (or for future use). It is there on the setup screen. > > At some point you will have the setup all done and will go NEXT. At > this point it will list all the codes you used and ask you to map those > to the real accounts (I presume expenses). > > Good luck. > > On 8/24/23 15:00, Stan Brown (using GC 4.14) wrote: > > On 2023-08-24 14:15, jackielou wong wrote: > >> I have 500 transactions under checking account for importing files... > how > >> can i put this all in linked accounts... > >> > >> Everytime i do that they fall to imbalance usd.. can you help to fix > it. So > > Jackielou, > > > > This suggestion may seem inefficient, but I think you might get the job > > done faster by just entering the 500 transactions manually, which I > > imagine you know how to do. > > > > I've never done an import myself, but as I understand it you have to > > teach GnuCash to recognize transactions the way you want. That takes > > time, which you could be using to enter transactions right into GC, a > > process I assume you are comfortable with. And 500 is really not many. > > > > That's what I did in early 2018 when I converted my 2011-2017 data to > > GC. It was over 15,000 transactions, but once I got going it went very > > quickly. Sure, I had to deal with each transaction individually, but I > > would have had to check each one anyway if I had tried an import. And > > along the way, I noticed inconsistencies in how I had treated similar > > events, and fixed them. For me, at least, the process was less painful > > than spending a lot of time learning and tinkering with a batch import > > process that I would probably never need to use again. > > > > If you still want to pursue importing, I think it would be helpful if > > you could be a lot more specific about what process you are following, > > what results you see in GC, and what error message you get (if any). > > Maybe import _one_ transaction, and provide that information? > > > > Stan Brown > > Tehachapi, CA, USA > > https://BrownMath.com/ > > > > _______________________________________________ > 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.
