<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE chapter SYSTEM "gnc-gui-C.dtd">
<!--
      (Do not remove this comment block.)
  Version: 2.0.0
  Last modified: December 7th 2009
       modified: July 9th 2006
  Maintainers:
  Author:

  Translators:
               (translators put your name and email here)
-->
<chapter id="chapter_importing">
  <title>Importing Data into &app;</title>

  <para>This chapter will detail procedures for importing data into &app;.
  </para>

  <sect1 id="importing-from-files">
    <title>Importing Transactions from Files</title>

    <important>
      <title>Outdated</title>

      <para>This is an older version of <ulink url="&url-docs-C;manual/trans-import.html"><quote>Common
        Transaction Operations</quote> in the manual</ulink>. Better continue there until this
        update anomaly is resolved.
      </para>
    </important>

    <para>Imported transactions will generally be to a specific account in your account tree. In the following
      this will be referred to as the <emphasis role="bold">import</emphasis> or
      <emphasis role="bold">base</emphasis> account. It may or may not be specified in the data
      being imported, depending on the import format. It is usually the first split of a transaction
      being imported.
    </para>

    <para>All transactions will also must have a <emphasis role="bold">destination</emphasis> account for at
      least matching splits. This may or may not be supplied in the imported data. If it is not, an
      account can be assigned on the basis of the previous import history by matching to infomation
      in the imported data. The user may always over-ride this assignment.
    </para>

    <para>Multi-split data previously exported from GnuCash may have both the import and destination accounts
      for transaction splits specified in the data file.
    </para>

    <sect2>
      <title>File Import Formats</title>

      <para>Gnucash allows transactions to be imported in the following formats:
      </para>

      <itemizedlist>
        <listitem>
          <para><emphasis role="bold"><link linkend="importing-qif">QIF</link></emphasis> (.qif) Quicken Interchange
            format - import data from Quicken financial software;
          </para>
        </listitem>

        <listitem>
          <para><emphasis role="bold"><link linkend="importing-ofx">OFX/QFX</link></emphasis> (.ofx,.qfx) Open
            Financial eXchange format (QXF is an Intuit/Quicken proprietary version of OFX);
          </para>
        </listitem>

        <listitem>
          <para><emphasis role="bold"><link linkend="importing-csv">CSV</link></emphasis> (.csv) Comma Separated
            Values;
          </para>
        </listitem>

        <listitem>
          <para><emphasis role="bold"><link linkend="importing-mt940">MT940</link></emphasis> MT940
          </para>
        </listitem>

        <listitem>
          <para><emphasis role="bold"><link linkend="importing-mt942">MT942</link></emphasis> MT942
          </para>
        </listitem>

        <listitem>
          <para><emphasis role="bold"><link linkend="importing-dtaus">DTAUS</link></emphasis> DTAUS
          </para>
        </listitem>
      </itemizedlist>

      <para>These import methods can be accessed from
        <menuchoice>
          <guimenu>File</guimenu> <guisubmenu>Import ...</guisubmenu>
        </menuchoice>
        .
      </para>
    </sect2>

    <sect2 id="importing-matcher">
      <title>Import Matcher</title>

      <para>Several of the Import Assistants use an Import Matcher to implement a Bayesian approach to assign
        destination accounts, if such accounts are not specified in the imported data, to each
        imported transaction based on the previous import history of the import account. It also
        attempts to match the transactions being imported to any existing transactions based on the
        date and the description fields
<!-- FIXME add any other fields used in matching -->
        .
      </para>

      <para>Transaction rows which match existing transactions already in the import account are flagged not to
        be imported. They will have a light green background and the A and U+R checkboxes will be
        unchecked and the R checkbox will be checked. To override and import the transaction, check
        the A checkbox. The U and R boxes will be unchecked automatically. The reliability of the
        match is indicated by a bar display in the Info column. If a destination account for the
        second split is assigned by the matcher if will be appended to the info column.
      </para>

      <para>Transaction rows which do not match existing transactions in the import account, for which an
        assignment of a destination account cannot be made on the basis of the previous import
        history to the account, will be displayed with an orange-yellow background and the A box
        will be checked and U+R and R unchecked. A destination account must be specified for these
        transactions.
      </para>

      <sect3>
        <title>Assign a Destination Account to a Single Transaction</title>

        <para>The currently selected row is selected by Left-clicking it. It is displayed with a mid dark green
          background.
        </para>

        <para><emphasis role="bold">Double click</emphasis> on a row. This will select it and open an Account
          Selection dialog. Select the desired destination account in the dialog and click
          <guilabel>OK</guilabel>. The row background will change to a light green and the assigned
          destination account will be displayed in the Info column.
        </para>

        <para>or alternatively, <emphasis role="bold">Left-click</emphasis> on a row to select it followed by a
          <emphasis role="bold">Right-click </emphasis>to bring up a popup menu then select "Assign
          a transfer account" to display the Account Selection dialog, select the destination
          account and click the <guilabel>OK</guilabel> button.
        </para>
      </sect3>

      <sect3>
        <title>Assign a Destination Account to Multiple Transactions</title>

        <para>Sometimes you will have several transactions which will have the same destination account. Gnucash
          allows you to select multiple transactions and apply the same destination account to all
          transactions in the selection.
        </para>

        <para>Rows in a selection are displayed with a mid dark green background.
        </para>

        <para>Multiple rows may be selected to have the same destination account assigned to them.
        </para>

        <para>To select rows either:
        </para>

        <itemizedlist>
          <listitem>
            <para><emphasis role="bold">Left click</emphasis> on first row and then <emphasis role="bold">Ctrl-Left
              click</emphasis> on other rows to add to the selection or
            </para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Left-click</emphasis> on a first row and then
              <emphasis role="bold">Shift-Left-click</emphasis> on another row to select all rows
              between them.
            </para>
          </listitem>
        </itemizedlist>

        <para>then <emphasis role="bold">Right-click</emphasis> to display a popup menu and then select
          <emphasis role="bold">"Assign a transfer account"</emphasis> to open the Account Selection
          dialog. Select the desired destination account and click the <guilabel>OK</guilabel>
          button in the Account Selection dialog.
        </para>
      </sect3>

      <sect3>
        <title>Completing the Import</title>

        <para>Once you have assigned destination accounts for all the imported transactions using the above
          methods (all row backgrounds will be a light green colour), check that the assigned
          destination acounts are correct and then press the <guilabel>OK</guilabel> button at the
          bottom of the Generic Import Matcher window. The transactions selected for import will
          have their splits added to the selected source and destination accounts.
        </para>

        <para>The choices made for the destination accounts and description/memo fields are remembered and stored
          and used for future imports to the same account to automatically assign a destination
          account for transaction records not containing destination account information.
        </para>
      </sect3>
    </sect2>

    <sect2 id="importing-qif">
      <title>Import QIF</title>

      <para>To import data from Quicken®, MS Money, or other programs that use QIF(Quicken® Interchange
        Format), you must first export your data to a QIF file. One way to do this is to export each
        account as a separate QIF file. An easier way, available in Quicken® 98 and beyond, is to
        export all accounts at once into a single QIF file. Check your program's manual to determine
        if this option is available.
      </para>

      <sect3>
        <title>To import QIF files:</title>

        <para></para>
      </sect3>

      <sect3>
        <title>Load all of the QIF files containing data you wish to import</title>

        <para>To do this, select <emphasis role="bold">File -> Import -> Import QIF...</emphasis> from the menu.
          When the QIF Import dialog box appears, click <emphasis role="bold">Next</emphasis> and
          follow the instructions to guide you through the process of loading your files.
        </para>

        <para>This image shows the start of the QIF Import assistant.
<!--FIXME put an image of the import druid in -->
        </para>

        <para>You will be prompted for a filename to load. Use the Select button to select your QIF file and click
          Next to load it. Once the file is loaded, select Load another file if you have more files
          to load. When you have loaded all your QIF files, click Next to continue with the import
          process.
        </para>
      </sect3>

      <sect3>
        <title>Review the GnuCash accounts to be created.</title>

        <para>The importer then matches up your QIF accounts and categories with GnuCash accounts and gives you a
          brief description of the matching process. Clicking Next will bring you to a view
          comparing your QIF accounts with the corresponding GnuCash accounts created. To change an
          account name, select the row containing that account name and edit the name in the dialog
          box provided. Click Next when you have finished making changes, and proceed through a
          similar category matching process. QIF income and expense categories import as GnuCash
          income and expense accounts
<!--(see section 3.1 FIXME for
            more on this).-->
          Make changes to these account names if necessary, and click Next to continue.
        </para>

        <para><emphasis role="bold">Note:</emphasis> If you are not sure what changes are needed, it is safe to
          accept the GnuCash account names. It is easy to edit the accounts later if you find you
          need to make a change.
        </para>

        <para>From the drop-down list, select a standard currency to be used for the imported accounts and click
          <emphasis role="bold">Next</emphasis> to continue. If you have stocks, mutual funds, or
          other securities, you will be prompted for additional information. The importer dialog
          will ask for the exchange or listing (i.e. Nasdaq), the security's full name, and the
          ticker symbol. If you do not have this information handy, you can edit the account
          information later, once the import is complete. Click
          <emphasis role="bold">Next</emphasis> to continue.
        </para>
      </sect3>

      <sect3>
        <title>Tell GnuCash to import the data.</title>

        <para>The last step is the import. Once you have verified your account names and investment information,
          click <emphasis role="bold">Finish</emphasis> in the Update your GnuCash accounts page to
          complete the import process. Depending upon the size of your file, the import might take a
          few minutes to complete, so a progress bar displays the percentage finished. When the
          import process is complete, GnuCash will return you to the main window, which should now
          display the names of the accounts you imported.
        </para>
      </sect3>
    </sect2>
<!--
  <sect2 id="importing-qif-from-help">
    <title>Importing Quicken QIF Files</title>

        <para>Many users seek to import their financial data from Quicken.</para>
        <para>This Assistant helps you import Quicken <acronym>QIF</acronym> files. It will appear if
        you choose <guibutton>Import my QIF files</guibutton> in the
        <guilabel>Welcome to &appname;!</guilabel> menu, as well as from <menuchoice><guimenu>File</guimenu>
        <guisubmenu>Import ...</guisubmenu> <guimenuitem>Import QIF...</guimenuitem></menuchoice>.</para>

            <para>The import process involves several steps, which are presented in a
                series of screens that are described below.</para>

      <orderedlist>
      <listitem>

            <para><guilabel>Import QIF files</guilabel> screen briefly describes the assistant.
            The three buttons at the very bottom of the screen are used throughout the process
            to navigate.</para>

          <itemizedlist>
            <listitem>
              <para><guibutton>Cancel</guibutton>: exit the process and cancel importing
              <acronym>QIF</acronym> files.</para>
              <warning>
                <para>If you choose to cancel at any point in the assistant, any selections you have made up to
                this point will be lost.</para>
              </warning>
            </listitem>

            <listitem>
              <para><guibutton>Back</guibutton>: return to the previous screen.</para>
            </listitem>

            <listitem>
              <para><guibutton>Next</guibutton> move to the next screen.</para>
            </listitem>
          </itemizedlist>

      </listitem>
      <listitem>

            <para><guilabel>Select a QIF file to load</guilabel> allows you to choose the
            source <acronym>QIF</acronym> file. The <guibutton>Select...</guibutton> button on this
            screen is used to access a list of files in your system. The
            <guibutton>Select...</guibutton> button brings up the <guilabel>Select
            QIF File</guilabel> dialog.</para>

            <para>Navigate to where you have stored your <acronym>QIF</acronym> files and select the
            first one then click <guibutton>Import</guibutton>. The next screen will
            display it in the <guilabel>Select a QIF File to Load</guilabel>
            field.</para>

            <note>
              <para>If the file you are loading does not have an <acronym>QIF</acronym> date listed
              in it you will see the <guilabel>Set a date format for this QIF file</guilabel>
              screen. Select the proper format from the pull down list and continue.</para>
            </note>

            <note>
              <para>If the file you are loading does not have an account name listed
              in it you will see the <guilabel>Set the default QIF account
              name</guilabel> screen. Otherwise you will skip this screen and go on
              to the screen in the next section that shows loaded <acronym>QIF</acronym> files.</para>

              <itemizedlist>
                <listitem>
                  <para>The <guilabel>Account name:</guilabel> field is used to set
                  an account name for this <acronym>QIF</acronym> file.</para>
                </listitem>
              </itemizedlist>
            </note>

      </listitem>
      <listitem>
            <para>The next screen shows you the <guilabel>QIF files you have
            loaded</guilabel>. You can use this screen to return to the previous
            screen and load more <acronym>QIF</acronym> files. It will also let you unload any files
            you have loaded by mistake.</para>

            <itemizedlist>
              <listitem>
                <para>The top panel shows the list of <guilabel>QIF Files</guilabel>
                you have loaded.</para>
              </listitem>

              <listitem>
                <para>The <guibutton>Load another file</guibutton> button takes you
                back to the previous screen to load another <acronym>QIF</acronym> file.</para>
              </listitem>

              <listitem>
                <para>The <guibutton>Unload selected file</guibutton> button allows you to
                select a file from the top panel and remove it from the list.</para>
              </listitem>
            </itemizedlist>

            <para>When you have selected all the <acronym>QIF</acronym> files to be imported, click the
            <guibutton>Forward</guibutton> button.</para>

      </listitem>
      <listitem>

            <para>Depending on the type of data contained in the
            <acronym>QIF</acronym> files to be imported, you may see only one or all of the following screens:</para>

      <variablelist termlength="8">
        <varlistentry>
        <term><guilabel>Accounts and stock holdings</guilabel></term>
          <listitem>
            <para>This screen gives a description of the <guilabel>Accounts and stock
            holdings</guilabel> matching process on the following <guilabel>Match QIF
            accounts with &appname; accounts</guilabel> screen.</para>

            <tip>
              <para>This and other informational screens in the
              <guilabel>Import QIF files</guilabel> assistant
              can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="configuring-preferences-online-banking"/>)
              under <guilabel>&appname; Preferences</guilabel>.</para>
            </tip>

            <para>The next screen lets you <guilabel>Match QIF accounts with &appname;
            accounts</guilabel>. You will see a list of <guilabel>QIF account
            names</guilabel> on the left and suggested <guilabel>&appname; account
            names</guilabel> on the right. The <guilabel>New?</guilabel> column
            indicates if the &app; account name will be created by the <acronym>QIF</acronym>
            Import.</para>

            <para>To change the &app; account to a different one select the <acronym>QIF</acronym>
            account. A screen will pop up to select another account or create a new
            one.</para>

            <itemizedlist>
              <listitem>
                <para>Select an account from the list to choose a already existing
                account.</para>
              </listitem>

              <listitem>
                <para>The <guibutton>New Account</guibutton> button allows you to
                add a new account name as a sub-account (child of selected) of the
                selected account.</para>
              </listitem>

              <listitem>
                <para>The <guibutton>OK</guibutton> button is used to confirm your
                selection.</para>
              </listitem>

              <listitem>
                <para>The <guibutton>Cancel</guibutton> button is used to exit the
                dialog without using any changes you have made.</para>
              </listitem>
            </itemizedlist>
          </listitem>
        </varlistentry>

        <varlistentry>
        <term><guilabel>Income and Expense categories</guilabel></term>
          <listitem>
            <para>This screen gives a description of the <guilabel>Income and
            Expense categories</guilabel> matching process on the following <guilabel>Match
            QIF categories with &appname; accounts</guilabel> screen.</para>

            <tip>
              <para>This and other informational screens in the
              <guilabel>Import QIF files</guilabel> assistant
              can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="configuring-preferences-online-banking"/>)
              under <guilabel>&appname; Preferences</guilabel>.</para>
            </tip>

            <para>The next screen lets you <guilabel>Match QIF categories with
            &appname; accounts</guilabel>. You will see a list of <guilabel>QIF
            category names</guilabel> on the left and suggested <guilabel>&appname;
            account names</guilabel> on the right. The <guilabel>New?</guilabel>
            column indicates if the &app; account name will be created by the QIF
            Import.</para>

            <para>To change the &app; account to a different one select the QIF
            category. A dialog will pop up to select another account or create a new
            one.</para>

            <itemizedlist>
              <listitem>
                <para>Select an account from the list to choose a already existing
                account.</para>
              </listitem>

              <listitem>
                <para>The <guibutton>New Account</guibutton> button allows you to
                add a new account name as a sub-account (child of selected) of the
                selected account.</para>
              </listitem>

              <listitem>
                <para>The <guibutton>OK</guibutton> button is used to confirm your
                selection.</para>
              </listitem>

              <listitem>
                <para>The <guibutton>Cancel</guibutton> button is used to exit the
                dialog without using any changes you have made.</para>
              </listitem>
            </itemizedlist>
          </listitem>
        </varlistentry>

        <varlistentry>
        <term><guilabel>Payees and memos</guilabel></term>
        <listitem>
            <para>This screen gives a description of the <guilabel>Payees and
            memos</guilabel> matching process on the following <guilabel>Match payees/memos to
            &appname; accounts</guilabel> screen.</para>

            <tip>
              <para>This and other informational screens in the
              <guilabel>Import QIF files</guilabel> assistant
              can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="configuring-preferences-online-banking"/>)
              under <guilabel>&appname; Preferences</guilabel>.</para>
            </tip>

            <para>The next screen lets you <guilabel>Match payees/memos to &appname;
            accounts</guilabel>. You will see a list of <guilabel>QIF payee/memo
            names</guilabel> on the left and suggested <guilabel>&appname; account
            names</guilabel> on the right. The default &app; account used is
            called <guilabel>Unspecified</guilabel>. The <guilabel>New?</guilabel> column indicates if
            the &app; account name will be created by the QIF Import.</para>

            <para>To change the &app; account to a different one select the QIF
            payee/memo. A dialog will pop up to select another account or create a
            new one.</para>

            <itemizedlist>
              <listitem>
                <para>Select an account from the list to choose a already existing
                account.</para>
              </listitem>

              <listitem>
                <para>The <guibutton>New Account</guibutton> button allows you to
                add a new account name as a sub-account of the selected
                account.</para>
              </listitem>

              <listitem>
                <para>The <guibutton>OK</guibutton> button is used to confirm your
                selection.</para>
              </listitem>

              <listitem>
                <para>The <guibutton>Cancel</guibutton> button is used to exit the
                dialog without using any changes you have made.</para>
              </listitem>
            </itemizedlist>
          </listitem>
        </varlistentry>
      </variablelist>

      </listitem>
      <listitem>

            <para>The next screen allows you to <guilabel>Enter the QIF file
            currency</guilabel>. The drop down list defaults to the currency
            configured in the <guilabel>Accounts</guilabel> tab (see <xref linkend="configuring-preferences-accounts"/>) under
            <guilabel>&appname; Preferences</guilabel>. If you wish the new accounts
            to use a different currency, select one from the list.</para>

            <para>When you have selected the currency, click the
            <guibutton>Forward</guibutton> button.</para>

      </listitem>
      <listitem>

            <para>Depending on the type of data contained in the
            <acronym>QIF</acronym> files to be imported, you may or may not see one or more of the following screens:</para>

      <variablelist termlength="8">
        <varlistentry>
        <term><guilabel>Tradable Commodities</guilabel></term>
          <listitem>
            <para>This screen gives a description of the <guilabel>Tradable
            Commodities</guilabel> process on the screen.</para>

            <tip>
              <para>This and other informational screens in the
              <guilabel>Import QIF files</guilabel> assistant
              can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="configuring-preferences-online-banking"/>)
              under <guilabel>&appname; Preferences</guilabel>.</para>
            </tip>

            <para>A series of screens, one for each of the stock, mutual fund, or
            commodity, displays the exchange, full name, and symbol for each of the commodities
            listed in the <acronym>QIF</acronym> file you are importing so that you can
            check them before proceeding.</para>
          </listitem>
        </varlistentry>

        <varlistentry>
        <term><guilabel>Match duplicate transactions</guilabel></term>
          <listitem>
            <para>This screen gives a description of the <guilabel>Match
            duplicate transactions</guilabel> process on the following <guilabel>Select
            possible duplicates</guilabel> screen.</para>

            <tip>
              <para>This and other informational screens in the
              <guilabel>Import QIF files</guilabel> assistant
              can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="configuring-preferences-online-banking"/>)
              under <guilabel>&appname; Preferences</guilabel>.</para>
            </tip>

            <para>The next screen lets you <guilabel>Select possible duplicate
            transactions</guilabel>. Imported transactions are shown on the left
            panel and possible matches to each selected transaction are shown on the
            right.</para>

            <itemizedlist>
              <listitem>
                <para>The left panel shows the list of Imported transactions to
                select from for matching duplicates</para>
              </listitem>

              <listitem>
                <para>The right panel shows the list of <emphasis>possible</emphasis> duplicates for the
                selected imported transaction. Select the one that most closely
                matches</para>
              </listitem>
            </itemizedlist>
          </listitem>
        </varlistentry>
      </variablelist>

      </listitem>
      <listitem>

            <para>The last screen, <guibutton>Update your &appname;
            accounts</guibutton>, gives you a list of three choices to finish the
            assistant.</para>

          <itemizedlist>
            <listitem>
              <para><guibutton>Cancel:</guibutton> exit the process and cancel importing
              <acronym>QIF</acronym> files.</para>
              <warning>
                <para>If you click this button, any selections you have made up to
                this point will be lost.</para>
              </warning>
            </listitem>

            <listitem>
              <para><guibutton>Back:</guibutton> brings up the previous screen so
              that you can change a previous selection until the first screen.</para>
            </listitem>

            <listitem>
              <para><guibutton>Forward:</guibutton> imports the data and creates the
              accounts you have specified.</para>
            </listitem>
          </itemizedlist>

      </listitem>
      </orderedlist>

            <para>You should now have successfully imported your accounts.</para>

            <tip>
              <para>Imported transactions might need to be <emphasis role="strong">reconciled</emphasis>.
              This process is described in the &app; Tutorial and Concepts guide.</para>
            </tip>

        </sect2>
      -->
    <sect2 id="importing-ofx">
      <title>Import OFX/QFX</title>

      <para>This opens a file selection dialog. Navigate to the file you wish to import, select a file with the
        appropriate extension (.ofx or .qfx), then press the <emphasis role="bold">Import</emphasis>
        button.
      </para>

      <para>Gnucash opens an Account Selection dialog to select an account in your CoA corresponding to data
        source. Select the appropriate account from the account tree and press the
        <emphasis role="bold">OK</emphasis> button. On subsequent import of files from the same
        source (identified by tags in the file), the source is remembered and the account selection
        dialog is not displayed.
      </para>

      <para>The generic import transaction matcher dialog is opened next. See the
        <link linkend="importing-matcher"> Import Matcher</link> section (common to both OFX/QFX and
        CSV import formats) following the Import CSV section to continue the import process.
      </para>
    </sect2>

    <sect2 id="importing-csv">
      <title>Import CSV</title>

      <para>Clicking on <emphasis role="bold">Import CSV</emphasis> in the Import menu will bring up the Import
        Assistant dialog. The first step brings up a file selection dialog. Navigate to the location
        where the file you wish to import is located and select the file to import then click the
        <emphasis role="bold">OK</emphasis> button.
      </para>

      <para>The next window will allow you to set parameters for the importing of the file. All widgets have
        tooltips which explain what the setting affects and the options for the setting.
      </para>

      <sect3 id="importing-csv-save">
        <title>Load and Save Settings</title>

        <para>If this import is a regular occurrence, once you have set the other import paramters, you can save
          these settings by typing in a setting name in the <emphasis role="bold">Load and Save
          Settings Entry</emphasis> combo box and pressing the <emphasis role="bold">Save</emphasis>
          button just to the right of the box. Previously defined settings can be retrieved by
          selecting the appropriate setting name from the dropdown list activated by the down arrow
          at the right end of the text box. The trash can button to the right of the Save button can
          be used to remove the settings selected from the drop down list for the box. The settings
          group <emphasis role="bold">"GnuCash Export Settings"</emphasis> define a setting group
          for the export and reimport of GnuCash transaction data - use this if importing data
          previously exported from GnuCash.
        </para>
      </sect3>

      <sect3>
        <title>Account</title>

        <para>This combo box allows you to select the base or import account into which the transactions will be
          imported. It may be left unset if the imported data contains a column listing the accounts
          associated with each split or the import data specifies the account for first split of the
          transaction.
        </para>
      </sect3>

      <sect3>
        <title>File Format</title>

        <para>This section allows you to define whether the file has:
        </para>

        <itemizedlist>
          <listitem>
            <para><emphasis role="bold">Fixed width columns</emphasis> Selecting this radio button will allow you to
              define column boundaries by double clicking at the appropriate positions in the sample
              records displayed in the panel below. Single clicking in a column will narrow, widen
              or merge the column.
            </para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Separators</emphasis> Selecting this radio button will allow you to define
              characters which will be used to distinguish columns in the input file. The default is
              comma separated however spaces, tabs,colons or semicolons or any combination of them
              may be used to separate columns in the input file by selecting the appropriate check
              boxes. You may also define custom separators by typing the required characters into
              the text box and selecting the <emphasis role="bold">Custom</emphasis> checkbox. This
              may be used in combination with any of the predefined separators.
            </para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Multi-split</emphasis> Selecting this check box allows the splits for a single
              transaction to be defined on consecutive lines within the file with each line defining
              a single split. If not selected each line is assumed to contain the information for a
              single transaction including one or two splits.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3>
        <title>Miscellaneous</title>

        <para>The miscellaneous settings allow you to set:
        </para>

        <itemizedlist>
          <listitem>
            <para><emphasis role="bold">Encoding</emphasis>This is usually the UTF-8 variant for your locale;
            </para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Date Format</emphasis> This does not default to the Locale setting so check it
              matches the data you are importing;
            </para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Currency Format</emphasis>;
            </para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Leading Lines to Skip</emphasis> Can be set to skip a number of
              non-transaction lines preceding the actual data. This can include a field name header
              or an introduction section in the import file;
            </para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Trailing Lines to Skip</emphasis> Can be set to skip a number of
              non-transaction lines following the actual data. This can include a summary section;
            </para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Skip alternate lines</emphasis> When set only every other line will be
              imported, starting from the first line not skipped with the "Leading Lines to Skip"
              option;
            </para>
          </listitem>
        </itemizedlist>

        <para>to match the settings for the file you are importing. Tooltips may also contain information on the
          setting and options.
        </para>
      </sect3>

      <sect3>
        <title>Import Panel</title>

        <para>The import panel shows the data being imported as it is interpreted using the settings chosen to
          define columns and formats. The dropdown lists in the headers for each column of the
          import allow you to associate a specific column in the imported data with a specific field
          in the display of a transaction in an account register. At a minimum to import data,
          columns in the imported data containing the following information
          <emphasis role="bold">must</emphasis> be specified:
        </para>

        <itemizedlist>
          <listitem>
            <para><emphasis role="bold">Date </emphasis>of transaction;
            </para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Account</emphasis> into which transaction is to be imported (or alternatively
              set the base account as above);
            </para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Description</emphasis> of the transaction;
            </para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Deposit or Withdrawal</emphasis> column.
            </para>
          </listitem>
        </itemizedlist>

        <para>The <emphasis role="bold">Skip Errors</emphasis> check box will skip trying to import any rows with
          errors in matching the columns.
        </para>

        <para>When you are happy with all the import settings, <link linkend="importing-csv-save">save</link> them
          if you will use the same settings again, then press the
          <emphasis role="bold">Next</emphasis> button. This will bring up a window which allows you
          to map the accounts identified in the account column (Account Id) with accounts in the
          GnuCash account tree (Account name). Double click on a row to bring up a dialog to select
          the matching GnuCash account. When you have selected a match for all accounts, click on
          the <emphasis role="bold">Next</emphasis> button.
        </para>

        <para>The Transaction Information panel allows review of data entry settings so far.
        </para>

        <para>Clicking on Match Transactions will then bring up the main <link linkend="importing-matcher">Import
          Matcher</link> window described in the next section.
        </para>
      </sect3>
    </sect2>

    <sect2 id="importing-mt940">
      <title>Import MT940</title>

      <para>Use this option to import MT940 data.
      </para>
    </sect2>

    <sect2 id="importing-mt942">
      <title>Import MT942</title>

      <para>Use this option to import MT942 data.
      </para>
    </sect2>

    <sect2 id="importing-dtaus">
      <title>Import DTAUS</title>

      <para>Use this option to import DTAUS data.
      </para>
    </sect2>
  </sect1>
</chapter>
