If you have multiple cards from the same bank, you'll need to
differentiate them in GnuCash somehow. Some people use the last digits,
some the card 'brand' which can be different, even from the same bank.
(not just card 'type' though that may be sufficient)
Your Bank *might* offer you the ability to tag or nickname your
transactions before import. Your Card company might offer the same,
though more than likely, you'll have to do that well in advance of the
transaction going through for such info to be sent to the bank.
Another option would be to manually edit the import file, appending your
differentiation prior to import.
-----
As for the 'right way', I'd say the 'best way' is to always enter all of
your transactions by hand. Importing should be part of the 'clearing'
process prior to reconciliation.
Clear (and if possible Reconcile) the Card accounts first, then do Checking.
Reconciliation is making sure your books agree with your institution's
version of your account(s). There's little point if all you are doing is
importing their version anyway.
Regards,
Adrien
On 2/16/22 7:02 PM, scum buster wrote:
I have been using Gnucash for years......currently version 3.7. I very much
appreciate the program.....I used quicken for years til I started using
Gnucash.
Have never used this forum before, so I hope I don't screw this up. LOL
I am not a Gnucash expert....I know I do some things wrong but I get by....
One thing I always seem to have issues with (I am sure it is user
error).....is with my checking account and credit card charges that come
through that account
I download my checking account data as a quicken file and "import" that.
I have a few credit cards with one company. The charges come through as "
bankname online payment" when they hit my checking account.
That would be fine if I had only one credit card with that bank.
But with a few different cards, I have issues trying to get them to
auto-reconcile correctly and end up having to manually add the items and
manually pick the right account......and that ends up making duplicate
charges somehow.
What is the right way to set things up so that Gnucash knows what credit
card account is being referenced when the charges hit my checking account?
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