Please reply to all. As I implied in my previous email, I cannot help with online access.
---------- Forwarded message --------- From: Richard <rhma...@startmail.com> Date: Sun, Feb 14, 2021, 2:29 PM Subject: Re: [GNC] Setup for downloading transactions for a financial institution To: David Carlson <david.carlson....@gmail.com> Thanks for the quick reply David. I am looking to see if setup for USAA, US Bank, Chase, etc. You wrote below that I can ask specific questions here about specific institutions. How does that work? On 2/14/2021 3:23 PM, David Carlson wrote: Richard, Welcome to the GnuCash User email. Regarding the column labels, there are some options in various places. One is under Edit > Preferences > Accounts, but there are also some others scattered around that change depending on whether you are using single line or two line view and Basic Ledger, Auto-Split Ledger or Transaction Journal view, for example. One notable point for converts from Quicken is that GnuCash calls incomes and expenses accounts instead of categories, and all transactions have transfers to and from other accounts in double entry bookkeeping. As for the online setup, that may or may not work with your financial institutions, I didn't get it to work with any of mine so I do a manual export from the online presence and manually import the data into GnuCash. I can use the QFX/OFX format with most of my banks. You can ask specific questions here about setup with specific institutions. On Sun, Feb 14, 2021 at 1:36 PM Richard via gnucash-user < gnucash-user@gnucash.org> wrote: > I am a new user. I have a few questions. > > Is there any way to change the column label on the account transaction > display? Currently one of my columns is labeled Transfer. The items in > that column are actually transaction categories. > > Next, when I attempted to link an account with a financial institution > via the online setup wizard, the setup asked to select ECIBS or one of 4 > other options. I am not familiar with any of these options. Could > someone please help me understand what these are or suggest which on to > used > > Thanks, > > Richard > > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > -- David Carlson _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
