In order to enter a column with the Transfer Account:
I Exported Account Tree to CSV.
I am able to get out of that
EXPENSE:"Expenses:Auto":Auto::Auto:::USD:CURRENCY:F:F:F
EXPENSE:"Expenses:Auto:Fees":Fees::Fees:::USD:CURRENCY:F:F:F
EXPENSE:"Expenses:Auto:Fuel":Fuel::Gas
EXPENSE:"Expenses:Auto:Parking":Parking::Parking:::USD:CURRENCY:F:F:F
EXPENSE:"Expenses:Auto:Repair and Maintenance":Repair and
Maintenance::Repair and Maintenance:::USD:CURRENCY:F:F:F
Then I extracted the "between the double quotes text".
I used =REGEXEXTRACT(A49,"\""(.*?)\""")
And put that in a column named "Transfer Account"
Expenses:Auto
Expenses:Auto:Fees
Expenses:Auto:Fuel
Expenses:Auto:Parking
Expenses:Auto:Repair and Maintenance
But when I use the Transaction Import Assistant the Transfer accounts are
still unmapped. I still have to "Select a Row to Change the Mappings".
That's pretty good. And if there are multiple "Expenses:Auto:Fuel", I'm
still just mapping it once. And this avoids any chance that GnuCash will
just create new accounts on import.
On Sun, Sep 3, 2023 at 11:20 AM Geert Janssens
wrote:
> Op zondag 3 september 2023 15:47:26 CEST schreef Tom Balazs:
>
> > I'm importing checking account transactions from a CSV file.
>
> >
>
> > I see that in the Transaction Import Assistant I can
>
> > A. Choose Account at the top of the Assistant (Import Preview), where I
>
> > would designate it Checking Account #1
>
> > OR I can
>
> > B. Choose Account as a column heading. Where I would designate it:
> Expense:
>
> > Auto : Auto Repair
>
> > I can't do both. Is there a way for me to do both?
>
> > That might save me the trouble of having to go in an manually choose
>
> > account for each transaction.
>
> >
>
> > Check Account #1 Transaction ... Date: 1/1/23, Description: Bob's Auto,
>
> > Account: Auto Repair, Amount: 50.00
>
> A transaction in GnuCash involves (at least) two accounts.
>
> I assume you want to import a csv file with several transactions related
> to your Checking Account #1. As the example you give doesn't have a column
> with this account name in it, that's probably what you want to set as your
> base account. Your csv example holds the other account related to the
> transaction: "Auto Repair". In the CSV importer that's known as the
> "Transfer account". You should be able to select that in the list with no
> issues.
>
> Put differently: if your csv data has two account columns, one will be
> your "Account" and the other will be "Transfer Account". If you only have
> one account column, the whole csv file is assumed to go into one account.
> That account is what you have to set as base account. The column in your
> csv data will be the "Transfer Account" in this case.
>
> Regards,
>
> Geert
>
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