Hi Folks, I am importing accounts.
The third step of the import dialog shows a row with column headers. Does my import CSV file have to use that *order*, or simply use those *names*? If "order" is discretionary, can I create a column mapping with the first row? Will the "Import Map Editor" do that for me? Traditionally, CSV can map columns in any arbitrary order, but I don't know how much I can assume about this process. Specifically, the import dialog shows these columns (Many of these are almost self-explanatory.): Type: Almost Self-explanatory. What are the precise keywords and where do I find them? Account Full Name: Is this simply documentation, or does the "Full Name" include "Par1:Par2:Acct"? Account Name: Self-explanatory Account Code: This looks like a number for creating numerical hierarchies. Can I ignore this, if I'm using "sub-accounts"? Description: Self-explanatory Account Color: Self-explanatory Notes: Self-explanatory Symbol: Can I assume this names portfolio instruments, and is not part of general ledger expense/income accounting? Namespace: Is this the parent path when creating sub-accounts? Will "import" create parents as necessary? Hidden: Self-explanatory Tax Info: This is obviously for export to tax-prep software. What are the permitted values, and where can I find them? Placeholder: Self-explanatory Thanks for the help, -- Chris. _______________________________________________ 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.
