I used a .qfx file. It didn't occur to me to right-click on them and I didn't see that in my short perusal of the documentation. I always try things first, then read the documentation later or not at all. Sometimes that bites me.
Will it remember assignments next time? Best wishes, Will On 21 Oct 2024, at 14:45, Derek Atkins <de...@ihtfp.com> wrote: Which import mechanism did you use? For QIF, there is a mapper from QIF Account and Payee/Memo to target Income/Expense account. For OFX and CSV, the importer has a way to assign them, but you need to right-click on each line to assign the account. -derek On Mon, October 21, 2024 4:25 pm, William Prescott wrote: > I have used Gnucash since 2011-01-01. I had never used the import function > until this past weekend. I always made all the entries manually. But I > recently realized that my bank allows downloading transactions in qfx > format and I decided to try it. > > It was a good time to do so. I recently returned from a trip where I used > Apple Pay on my phone to pay for everything. So every minor thing I did > was a separate transaction. I had 72 lines on my credit card statement. > > I imported it into Gnucash with no problem. The only thing that could > have been better was setting the account for all of the transactions. One > side was the credit card account and that worked fine. But it set the > other side to "Imbalance-USD". I didn't see a way to change that on all of > them before the import. So I went through and changed them all manually > after the import. It was still a lot easier than entering them manually. > > In hindsight, I think I probably could have imported just one of them, set > the account correctly on it. Then imported the rest and it might have > known better what to do with them. > > I any event, learning to use the import function was a big time saver that > I will make more use of in the future. And I wanted to thank the > developers for providing it. > > Thank you. > > Best wishes, > Will > > _______________________________________________ > 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. > -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant _______________________________________________ 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.
