Categorization of transactions

Derek Atkins warlord at MIT.EDU
Fri Apr 10 08:50:33 EDT 2009


Tommy Trussell <tommy.trussell at gmail.com> writes:

> On Wed, Apr 8, 2009 at 10:25 PM, cl <c-a-l at earthlink.net> wrote:
>> I'm open to different ways to skin the cat, but I can't lose and/or reenter 16
>> years of class and subclass data for all my rental properties.  I'm hoping
>> someone can point me in the proper direction so I can make GnuCash work for my
>> needs.
>
> If nobody finds a 'better' way to do it, you COULD prepare for the
> conversion from Quicken by creating new Quicken Categories (which will
> correspond to Gnucash Accounts) and using the class information in
> Quicken to copy the transactions into the new categories in Quicken
> BEFORE you export the data. You could do that on a copy of the data
> and maybe you can find a semi-automated procedure (search/replace and
> examining the class reports). It might not be as daunting a task as it
> seems if you can break it down and do the conversion over time.
>
> Alternatively if you examine the exported QIF data from Quicken
> carefully, you may be able to devise a programmatic way to manipulate
> the data using perl or some other tool so that the classes and
> subclasses map to accounts and subaccounts in GnuCash.
>
> If you have begun to despise Quicken as much as I did, you will be
> more motivated every time it flashes an advertisement and/or
> unsettling error message at you.

GnuCash has no direct mapping for the Quicken "class".  I'm not
sure where GnuCash stores the class info (assuming it does at all).

Yes, you best bet would be to pre-process the QIF file and use
Categories or Memos.

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-derek

-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
       warlord at MIT.EDU                        PGP key available


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