Sorry, I should have mentioned that. Win 11 and GC 5.8.
That said, I don't know of any recent changes to GC that change the
basics of the CSV import wizard.
On 2025-02-04 10:55 a.m., Brad Morrison wrote:
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?
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