Hi Paul/GNUCash users, First off, some basics:
What operating system are you using? What version of GNUCash are you using? https://www.gnucash.org/download.phtml - the current version is 5.10 https://wiki.gnucash.org/wiki/FAQ#Importing.2FExporting_Data - covers some of the importing & exporting basics, have you looked through it already? --- Thanks, Brad - https://www.facebook.com/brad.morrison.12327/ & https://nextdoor.com/profile/01mP46jj8KCzj3sP4 & https://norcal.social/@BradMorrison On 2025-02-04 07:11, Paul Kroitor wrote: > I regularly have to transfer large batches of transactions from one set of > existing books into another. Basically party A pays dozens of expenses for > party B, then rebills B quarterly a lump sum total. > > I have established a standard process for this (by exporting then importing > CSVs) but I have encountered two gotchas and wonder if anyone has any bright > ideas. > > A. When importing, I tick "skip alternate lines" so that I only get the > expense side of each transaction (the other side being the monotonous rebill > account). This works perfectly EXCEPT that where there is a split transaction > in the source, there are three lines in the CSV and thus the even/odd cadence > gets out of whack. > > B. With some experimentation I have got all the fields mapped properly > through the process EXCEPT that the memo field only gets imported into one of > the two sides in the created transaction. I tend to put the same memo in both > the debit and credit sides of these transactions, but after the transfer > process only one of these two memo texts survives. I have to run thru the > destination register account and copy/paste all the memos. > > Does anyone know a way to avoid either problem? > > _______________________________________________ > 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.
