account/xfer assignment upon OFX import?

[Derek Atkins]

Hi,

Brian Reichert <reichert at numachi.com> writes:

> I apologize if this has already been discussed, but I didn't see
> anything in the archives.
>
> My question: is there a means of automatically assigning transfers
> to other accounts upon importing an OXF file?
>
> My hope is to maintain a catalog of mappings, eg "if (memo eq 'FoodCo
> Market') then account -> Expenses:Groceries".
>
> Just to cut down on ongoing data entry...

I'm afraid that there is no rule-based mapping where you could
import this kind of rule.

However, all is not lost.  Turn on bayesian matching.  Then it will
learn from previous assignments and apply those mappings to future
imports.

-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
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