I may try it; I've seen several people talking about problems with it, or having to massage the CSV data before importing it.
You say once I try it, I'll never go back, but I have; I had it with Quicken, and it was nice and helpful... but I've been in GnuCash for years now and I don't miss that feature. I don't know how many brokerage companies, credit cards, and bank accounts support it, but if they all did, it would only be maybe 60 transactions per month or so, and I really am quite happy doing it manually. I may try one of the credit card accounts. On Thu, Mar 16, 2023 at 10:38 AM Gyle McCollam <[email protected]> wrote: > You really should try to download and import transactions. It is a rather > simple process and you can choose to reconcile during the import function. > Most financial institutions allow you to download transactions, either from > a date range or statement period. There are some slight differences, but > most allow OFX/QFX or CSV file types. If you input the transactions > yourself, it will attempt to match the import transactions to the ones you > entered, usually I don't have to change anything but the choice between > (a)dd, (u+c) (update + clear), or (c)lear. If you don't enter the > transactions yourself the import function will allow you to choose the > other side of the double entry (other account). You can select to see the > matching account and whether you wish to reconcile after matching. This > basically does the reconciliation for you. Take the time to try it with > one account, a one with few transactions. Once you do that i promise you > will never go back to the "old" manual reconciliation method! > > Thank You, > > *Gyle McCollam* > > Gyle McCollam > > [email protected] <[email protected]> email > ------------------------------ > *From:* gnucash-user <[email protected]> > on behalf of R Losey <[email protected]> > *Sent:* Thursday, March 16, 2023 12:30 AM > *To:* Chip Reid <[email protected]> > *Cc:* [email protected] <[email protected]> > *Subject:* Re: [GNC] Help with downloading transactions. > > I used Quicken (not QuickBooks) before GnuCash, and I did kind of like > downloading transactions... I have not done this with GnuCash, and I don't > really have enough that I miss it. I do reconcile credit card statements > and other items routinely so that I don't miss anything, but I've just > gotten a lot better at remembering things. Of course, if you have a lot of > transactions, you may really need that download. > > On Wed, Mar 15, 2023 at 7:18 PM Chip Reid <[email protected]> wrote: > > > This is my second post to the list and I was very pleased with how > willing > > others were to help us new guys. The promptness was also appreciated. > > > > I think I have finally gotten far enough along to do most daily functions > > but I sure would like to download transactions from my bank and credit > card > > companies. I had been doing this for years in Quickbooks but so far, > even > > following the available on-line information, I have not been able to get > it > > to work. My bank does not show up in the list for choosing the bank > name. > > > > Windows 10 Pro > > GNUCash 4.13 > > > > Thanks > > > > Chip Reid > > _______________________________________________ > > gnucash-user mailing list > > [email protected] > > To update your subscription preferences or to unsubscribe: > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > ----- > > Please remember to CC this list on all your replies. > > You can do this by using Reply-To-List or Reply-All. > > > > > -- > _________________________________ > Richard Losey > [email protected] > Micah 6:8 > _______________________________________________ > gnucash-user mailing list > [email protected] > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > -- _________________________________ Richard Losey [email protected] Micah 6:8 _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
