Re: [GNC] Setting up existing investments in new GnuCash file

2019-11-09 Thread ornd25
As far as moving accounts into a nested position later, I think you can use the "Edit Account" functionality to change the Parent Account setting. Found this out after carelessly creating an account in the wrong place. You don't need to delete anything. The program automatically updates all the t

Re: [GNC] Setting up existing investments in new GnuCash file

2019-11-09 Thread ornd25
Nov 9, 2019, 18:39 by no1clash...@mailbox.org: Thanks for the suggestions. It sounds from your description as though you entered a bunch of historical information for your investment accounts. Is this correct? To be clear, I have no intention of doing that. I am not bringing any history over fr

Re: [GNC] Setting up existing investments in new GnuCash file

2019-11-09 Thread David Carlson
Back in the 2.6.x days the AFC importer did not do a very good job of importing investment account files. I typed "qfx", not sure where AFC came from. I hope it is better now. David Carlson On Sat, Nov 9, 2019, 12:41 PM Dean Bradley wrote: > Thanks for the suggestions. It sounds from your desc

Re: [GNC] Setting up existing investments in new GnuCash file

2019-11-09 Thread Dean Bradley
Thanks for the suggestions. It sounds from your description as though you entered a bunch of historical information for your investment accounts. Is this correct? To be clear, I have no intention of doing that. I am not bringing any history over from Quicken, for any account. I intend to use rec

Re: [GNC] Setting up existing investments in new GnuCash file

2019-11-09 Thread farleykj
As far as moving accounts into a nested position later, I think you can use the "Edit Account" functionality to change the Parent Account setting. Found this out after carelessly creating an account in the wrong place. You don't need to delete anything. The program automatically updates all the tra

[GNC] Setting up existing investments in new GnuCash file

2019-11-09 Thread ornd25
"Thanks for your reply. I get the impression that even if I get the import process sorted out, that this will be a tedious process and probably no easier in the long run that just entering all the data manually. You state the importer is ahead of the documentation, but my evaluation was based on

Re: [GNC] Setting up existing investments in new GnuCash file

2019-11-03 Thread Joseph G. Keithley, III via gnucash-user
I don't think Quicken is in imminent danger of takeover by GnuCash. However, just like any software there is a learning curve that you have to come to terms with for GnuCash. For right now, I keep two sets of books, one in Quicken and one in GnuCash. I assume that at some point I won't be abl

Re: [GNC] Setting up existing investments in new GnuCash file

2019-11-03 Thread Dean Bradley
Thanks for your reply. I get the impression that even if I get the import process sorted out, that this will be a tedious process and probably no easier in the long run that just entering all the data manually. You state the importer is ahead of the documentation, but my evaluation was based on

Re: [GNC] Setting up existing investments in new GnuCash file

2019-11-03 Thread Dean Bradley
Hello Joseph, Thanks for the reply. Yeah, I was getting the sense this was going to be a chore, no matter how I sliced it. It seems to me that it is no more trouble to set up all the accounts, securities and opening balances manually, than it is to make multiple passes at incremental imports a

Re: [GNC] Setting up existing investments in new GnuCash file

2019-11-03 Thread Joseph G. Keithley, III via gnucash-user
Speaking from painful experience I exported my brokerage register in quicken to a qif and then imported it into GnuCash. Once you get past all the questions from the import not-so-wizard, it took a very long time to import the file. I tried to break the file up by exporting/importing one y

Re: [GNC] Setting up existing investments in new GnuCash file

2019-11-03 Thread David Cousens
Dean, It should be possible to use either the Import QIF, Import OFX/QFX, Import Transactions from CSV options depending on the format you have exported them in. I haven't used the QIF import for stock information so I can't really comment on it. The CSV importer was largely rewritten going to V3

[GNC] Setting up existing investments in new GnuCash file

2019-11-03 Thread Dean Bradley
Hello!, I am a long-time (25+ years)_ trying to finish my conversion to Linux. I am setting up GnuCash 3.7 on Manjaro KDE 18.1.2. I am not importing my Quicken history, and am starting with a new file. The task at hand is setting up my brokerage account and its holdings. There are 30 securities