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CSV Import Issues / Questions

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wgschaub
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CSV Import Issues / Questions

Sun Nov 30, 2014 7:30 pm
I am trying to use CSV import to catch up on neglected investment transactions. I work for an employer that provides a retirement benefit (403b) in which they provide a 'matching' benefit. So, I am trying to import two types of investment transactions. The first is an "Add shares" (the employer match contribution) but when using the csv import wizard the field with "Add shares" as the transaction type, it was not recognized and I was prompted to select a transaction type but "Add shares" had the red X next to it and could not be selected.

The other transaction is to "Buy shares" with money contributed to an account (deducted from my salary) setup with the benefits management company (TransAmerica) for that purpose.
On the first attempt the wizard placed to total amount of the transaction in the Quantity in the Ledger and the symbol with the price in the price column (PARBX 1.000000 - not the right price) and the symbol and quantity (PARBX 0.00 - not the right quantity) in the Value Column).

Any suggestions or pointers would be welcome.


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