Re: [GNC] Importing stock prices from a CSV file

2023-10-02 Thread john
> On Oct 2, 2023, at 01:46, flywire wrote: > > While importing csv files is only really explained in the manual > (not the guide) in terms of transactions, there is a lot of supporting https://www.gnucash.org/docs/v5/C/gnucash-manual/trans-import.html#trans-import-csv > > > information for t

Re: [GNC] Importing stock prices from a CSV file

2023-10-02 Thread flywire
While importing csv files is only really explained in the manual https://www.gnucash.org/docs/v5/C/gnucash-manual/trans-import.html#trans-import-csv (not the guide) in terms of transactions, there is a lot of supporting information for the Price Import Assistant in https://www.gnucash.org/docs/v5/C

Re: [GNC] Importing stock prices from a CSV file

2023-10-01 Thread flywire
Can we focus this back on improving the clarity of the Price Import Assistant? The first page is essentially the full documentation of the process. https://github.com/Gnucash/gnucash/blob/5.4/gnucash/gtkbuilder/assistant-csv-price-import.glade#L55 uses the column labels: Date, Amount, From Namespa

Re: [GNC] Importing stock prices from a CSV file

2023-10-01 Thread Kalpesh Patel
x27;Ove Grunnér' Cc: 'Gnucash Users' Subject: RE: [GNC] Importing stock prices from a CSV file Just to remove any confusion, the CSV format of the importing stock prices as of GNC v4.18 is as follows (which I don’t believe has changed in later and 5.x version)... "NAME

Re: [GNC] Importing stock prices from a CSV file

2023-10-01 Thread Kalpesh Patel
turday, September 30, 2023 6:46 PM To: Ove Grunnér Cc: Gnucash Users Subject: Re: [GNC] Importing stock prices from a CSV file Yes Ove, clearly there is more to it as demonstrated by your example. I can see the importer is using Commodity, Price Database uses Security, and Security Editor uses

Re: [GNC] Importing stock prices from a CSV file

2023-09-30 Thread flywire
Yes Ove, clearly there is more to it as demonstrated by your example. I can see the importer is using Commodity, Price Database uses Security, and Security Editor uses Namespace and Symbol. https://www.gnucash.org/docs/v5/C/gnucash-guide/gnc-gloss.html doesn't help much. _

Re: [GNC] Importing stock prices from a CSV file

2023-09-30 Thread Ove Grunnér
Hi, if it helps, this is what an import file can look like when importing stock prices. the name space for stocks is the same name space you see in the security editor Menu -> Tools:Security Editor. So if you call the namespace for a stock e.g. NASDAQ when you create the stock, then that will be

Re: [GNC] Importing stock prices from a CSV file

2023-09-30 Thread flywire
The process works but the Price Import Assistant Summary description and poor user interface labels are confusing. I use csv import all the time but this is so bad I can't understand it. [the minimum columns] are Date, Amount, From Namespace, From Symbol and Currency To. If all entries are for the

Re: [GNC] Importing stock prices from a CSV file

2023-09-29 Thread sunfish62--- via gnucash-user
I'll refer you to a process I sent in to the lists a while back. https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079430.html ⁣David T. ​ On Sep 30, 2023, 1:38 AM, at 1:38 AM, flywire wrote: >I'll work with the Price Import Assistant druid. Is it actually >documented? >I found >htt

Re: [GNC] Importing stock prices from a CSV file

2023-09-29 Thread Ken Farley
I'm not sure about the process. I'm led to believe it's built into GnuCash and relatively simple to use? Here's a past discussion prompted by someone having difficulties  and eventually figuring it out: https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079372.html Hopefully this w

Re: [GNC] Importing stock prices from a CSV file

2023-09-29 Thread brad
Here's a couple of examples: https://wiki.gnucash.org/wiki/Importing_fund_or_stock_prices_from_an_OFX_file https://wiki.gnucash.org/wiki/Stocks/get_prices On 9/29/23 16:33, flywire wrote: I'll work with the Price Import Assistant druid. Is it actually documented? I found https://wiki.gnucash.or

Re: [GNC] Importing stock prices from a CSV file

2023-09-29 Thread flywire
I'll work with the Price Import Assistant druid. Is it actually documented? I found https://wiki.gnucash.org/wiki/CSV_Import/Export#Importing_Prices > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to un

[GNC] Importing stock prices from a CSV file

2023-09-29 Thread flywire
I have loaded my stock portfolio into GnuCash for tax reporting purposes. I'd like to update stock prices annually by importing the closing value for 30 June from a csv. Can someone give me a rundown on the required input and process? I'd be happy to add it to https://wiki.gnucash.org/wiki/Using_Gn