Fwd: gnucash-user Digest, Vol 112, Issue 29

[Marty McGowan]

Begin forwarded message:
> 
> Date: 2012-07-29 3:21:18 PM EDT
> To: gnucash-user at gnucash.org
> Subject: Re: gnucash-user Digest, Vol 112, Issue 29
> 
> Derek,
> 
>    thanks for the reply.  yes, to be more specific.
> 
>    as a starting user, i've imported 3 months worth of data from 5 accounts at a bank and credit union.
> 
>    rather than manually assign each transaction to an expense account, after assigning one or two, i'd like to have each similar transaction assigned to the same expense account.
> 
>   i did notice this week that manually entering a transaction in a cash account description field is "water st deli"  did inherit a previous transfer of "expenses:food".
> 
>   how do i make this happen for the hundreds of imported transaction whose  Notes field is, say "shoprite garwood" to similarly inherit a transfer of "expenses:grocery" over the imported default of "imbalance-USD"?  i.e. where is the button to push that says "do you want to make all the other xxx transactions into yyy transfers?"
> 
> Thanks,
> 
>   -=*++ Marty
> 
>    p.s.  love the IHTFP domain.    
> 
> On Jul 24, 2012, at 12:00 PM, gnucash-user-request at gnucash.org wrote:
> 
>> Date: Mon, 23 Jul 2012 17:44:25 -0400
>> From: "Derek Atkins" <derek at ihtfp.com>
>> To: "Marty McGowan" <mcgowan at alum.mit.edu>
>> Cc: gnucash-user at gnucash.org
>> Subject: Re: Default Expense Categories
>> Message-ID:
>> 	<b4706c53ce5cf4df68e5b60797e41eeb.squirrel at mail2.ihtfp.org>
>> Content-Type: text/plain;charset=iso-8859-1
>> 
>> Hi,
>> 
>> On Mon, July 23, 2012 12:27 pm, Marty McGowan wrote:
>>> I've examined the FAQ carefully, and scanned the Tutorial for information
>>> on setting a default expense category  for any given expense (or
>>> transfer).   Is this possible in the client interface, or is it necessary
>>> to write some python?
>> 
>> I don't understand what you're trying to do.  Are you trying to set a
>> default for entry in the register?  Or an import?  or..???   You don't
>> give enough context for what you mean by "for any given expense".  A given
>> expense is, by definition, to some Expense account.  I'm not sure how
>> GnuCash is supposed to read your mind to figure out which account it's
>> supposed to go to -- you need to prime it.  Then GnuCash can learn and
>> re-use that binding.  For example, in the register if you re-use a
>> Description it will duplicate the transaction (including accounts and
>> amounts).  The importers will learn from previous imports.  But what
>> exactly are you trying to do?
>> 
>>> -=*++ marty
>> 
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