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 wrote:
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 you could lose hours of work. I also created a second
GnuCash file to see how things worked before attempting entries in my
real file. It has saved me a couple times from having to go back to
square one. PS, I learned the hard way. Read the help files!
I’ve been advised to read the help files and have spent quite some
time doing so. I recommend it.
To answer your immediate question for the CSV download, you will have
to choose a date (either made or finished), a description, and an
amount. The two columns threw me and QFX provided only one with +or-
as appropriate. The base account will be either an expense account or
a deposit to checking from some other source that you set up. That
could be another asset account like the other bank you use or an
income account that you create. One example is non-taxable
reimbursements for when you are the purse for your friends and they
pay you back. Of course, you already had the expense entered when you
wrote the check for whatever.
The users here are great and the help files provide both written and
visual demonstrations of most actions. Good luck.
On Jul 24, 2022, at 4:32 PM, Mateja Maric via gnucash-user
<[email protected]> wrote:
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 CSV file looks like:
```
Date made; Date finished; Withdrawn; Deposited; Balance;
Description
2.2.2022.; 4.2.2022.; 200; 0; 12800;
Pizza paid by a debit card
15.1.2022.; 16.1.2022.; 2000; 0; 13000; ATM
Cash Withdrawn
2.1.2022.; 2.1.2022.; 0; 15000; 15000; Salary received
```
Of course this is just an example and I actually have hundreds of
transactions that I have to import from a single file.
I'm using a "A Simple Checkbook" account hierarchy and I'm having
trouble putting transactions into appropriate accounts. What should
be my base account when importing transactions? Also can I move
transactions from one account to another and can I switch debit and
credit fields of multiple transactions (because I already managed to
mess up their order)?
Thanks in advance,
Mateja
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