[GNC] Column Detection when Importing Transactions from CSV

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[GNC] Column Detection when Importing Transactions from CSV

Patrick-3
Sorry, I just saw this response. (I had unsubsribed to try to reduce
flow into inbox, and I just saw it when I was going back through the
archives. I will turn digest back on.)

Thank you for this additional helpful information.

73,
Patrick
ag4jq

On 6/26/19 12:31 PM, Patrick wrote:
>* When importing transactions from a CSV file, is there a way to have GnuCash
*>* automatically detect the meaning of the columns based on the CSV headers?
*>* The headers in my CSV file are "Date", "Description", "Account", etc., so I
*>* was wondering if GnuCash had the ability to determine what the columns were
*>* from these headers, so that I don't have to select them from the dropdown
*>* menus every time I do an import.
*>>* Regards,
*>* Patrick
*

The screen where you pick these has a field at the very top where you
can name this setup and then save it.

You will have to select this name on the next import but it will remember:

* The field assignments

* The account into which you are doing the import

* The date format

* How many lines to skip

It was a big help when I discovered that!

--Steve


--
Stephen M Butler, PMP, PSMStephen.M.Butler51 at gmail.com
<https://lists.gnucash.org/mailman/listinfo/gnucash-user>kg7je at
arrl.net <https://lists.gnucash.org/mailman/listinfo/gnucash-user>
253-350-0166
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[GNC] Email inbox clutter (was Column Detection when Imp...)

Greg Feneis
Patrick, all,

If you use Gmail and its web interface through a browser,  you can make use
of Gmail's labels (similar to folders) and Gmail's filtering rules (see
settings) to make this list's emails have a label like "GnuCash Users" ,
and not have the usual inbox label.

It has the effect of aggregating this list's emails into a single place and
have them not appear to pepper your usual inbox content with sources of
distraction.

This sorting/labeling paradigm appears and works nicely in the Gmail mobile
app too.  You only have to use the browser interface to set it up.

HTH

Kind regards, Greg Feneis
(Pixel 3)


On Wed, Jul 10, 2019, 07:18 Patrick <[hidden email]> wrote:

> Sorry, I just saw this response. (I had unsubsribed to try to reduce
> flow into inbox, and I just saw it when I was going back through the
> archives. I will turn digest back on.)
>
> Thank you for this additional helpful information.
>
> 73,
> Patrick
> ag4jq
>
> On 6/26/19 12:31 PM, Patrick wrote:
> >* When importing transactions from a CSV file, is there a way to have
> GnuCash
> *>* automatically detect the meaning of the columns based on the CSV
> headers?
> *>* The headers in my CSV file are "Date", "Description", "Account", etc.,
> so I
> *>* was wondering if GnuCash had the ability to determine what the columns
> were
> *>* from these headers, so that I don't have to select them from the
> dropdown
> *>* menus every time I do an import.
> *>>* Regards,
> *>* Patrick
> *
>
> The screen where you pick these has a field at the very top where you
> can name this setup and then save it.
>
> You will have to select this name on the next import but it will remember:
>
> * The field assignments
>
> * The account into which you are doing the import
>
> * The date format
>
> * How many lines to skip
>
> It was a big help when I discovered that!
>
> --Steve
>
>
> --
> Stephen M Butler, PMP, PSMStephen.M.Butler51 at gmail.com
> <https://lists.gnucash.org/mailman/listinfo/gnucash-user>kg7je at
> arrl.net <https://lists.gnucash.org/mailman/listinfo/gnucash-user>
> 253-350-0166
> -------------------------------------------
> GnuPG Fingerprint:  8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8
> _______________________________________________
> gnucash-user mailing list
> [hidden email]
> 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.
>
_______________________________________________
gnucash-user mailing list
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To update your subscription preferences or to unsubscribe:
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If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
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