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

[Derek Atkins]

Hi,

On Sun, July 29, 2012 3:26 pm, Marty McGowan wrote:
>
> 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?"

Unfortunately you must do this during the import.  Once the transactions
are imported then there is no easy way to redirect them en-masse.  During
the import you need to take the time to assign them.  Depending on your
import method GnuCash will learn from previous history and apply it
automatically to future imports.  Of course you always have the option to
fix those guesses before it gets committed.

But once you finish the import, that's it.  After that you need to
reassign transactions one-at-a-time.

If you just started, and you have only just imported a bunch, I would
recommend you start over and re-import.  Then spend the time to assign the
accounts during the import process.

Good Luck,

>> Thanks,
>>
>>   -=*++ Marty

-derek

>>    p.s.  love the IHTFP domain.

Thanks!  :)

>>
>> 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
>>>
>>>> Please remember to CC this list on all your replies.
>>>> You can do this by using Reply-To-List or Reply-All.
>>
>
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-- 
       Derek Atkins                 617-623-3745
       derek at ihtfp.com             www.ihtfp.com
       Computer and Internet Security Consultant