Importing Split Transactions

David T. sunfish62 at yahoo.com
Mon Oct 20 22:03:45 EDT 2014


I see two possibilities:

1) If the transactions are generally the same each time, then create The Perfect Transaction (i.e., with all appropriate splits in it) once, and then duplicate it for the next date, altering amounts as you need. That's how I handle my paychecks, which have 15+ splits. I copy the last one, open the split transaction and change each line as I go. It works pretty quickly for me.

2) Create a QIF file for the transaction. Wikipedia includes an article outlining the joys of QIF.

HTH,
David



----- Original Message -----
From: Robert Mosher <rcmosher at gmail.com>
To: gnucash-user <gnucash-user at gnucash.org>
Cc: 
Sent: Monday, October 20, 2014 6:41 PM
Subject: Importing Split Transactions

Hello,
I'm looking to import a transaction that splits to several different
sub-accounts into GnuCash. What is the format for such an import file? I've
been unable to find documentation on this. CSV would be the easiest for me
to generate. Though I understand CSV requires specifying the meaning of
each column on each import. If this is avoidable that would be preferable.

If you're curious about the details, I regularly move my income into
sub-accounts to help with budgeting. This is a tedious process in GnuCash.
Though I can re-enter the transaction name from the previous month and have
all the values copied forward, I need to make tweaks to the values each
month. GnuCash doesn't guarantee they'll be in a consistent order, meaning
I have to visually search for the correct transaction for each sub-account
before modifying it. It's also easier to visualize my budget in a custom
spreadsheet than in GnuCash, meaning I need a way to import it.

Thanks in advance,
Rob
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