Re: [GNC] Regularly importing transactions from CSV files

2022-07-25 Thread Mateja Maric via gnucash-user
Hey Phyllis, thanks for the advice! Sadly my bank only offers my transaction history in CSV and HTML format... I'll definitely make backups before I do any work and minimize how often I import transactions. Too bad there isn't an undo button in GnuCash, yet. :) On 7/25/22 00:28, Phyllis Bruce w

Re: [GNC] Regularly importing transactions from CSV files

2022-07-25 Thread Mateja Maric via gnucash-user
* The account is your bank account and the transfer account is the other account. Thanks, this helped a lot! * Options, when you mess up importing many transactions, don't save the file or delete them and import again. I don't see how can I bulk delete transactions. On 7/25/22 00:01, flywire

Re: [GNC] Regularly importing transactions from CSV files

2022-07-24 Thread Adrien Monteleone
Welcome to GnuCash! When you do the import, all of those transactions should have one account the same, for whatever you are importing from, say, a bank account. You then assign the 'other' account for each transaction. (expenses, paying liabilities, income, etc.) Check out the Help Guide &

Re: [GNC] Regularly importing transactions from CSV files

2022-07-24 Thread Phyllis Bruce
 Mateja, I’m very new to GnuCash as well and have almost entered all my transaction for year to date. It looks as though you are working with you checking account. I had major problems with CSV and found QFX much much easier. Major mistake doing more then one month at a time! If you mess up

[GNC] Regularly importing transactions from CSV files

2022-07-24 Thread flywire
Seems you are following https://www.gnucash.org/docs/v4/C/gnucash-help/trans-import.html#trans-import-csv. Figure 6.5. The CSV Import Preview Pane is hard to read so click https://www.gnucash.org/docs/v4/C/gnucash-help/figures/Help_CSV_Import_transactions_Preview.png to view it in a new tab. * The

[GNC] Regularly importing transactions from CSV files

2022-07-24 Thread Mateja Maric via gnucash-user
Hello everybody, I found out about GnuCash (and double-entry accounting) three days ago and I want to use it to track my spending... My bank allows me to export my transaction history to a CSV file. I plan to use that feature regularly and import transactions into GnuCash. Here's how my bank's