2026-02-15 GnuCash IRC logs
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07:05:24 <hydrologist> Hi, does anyone know how to export the 'rules' gnucash is using for mapping (to expense accounts) 'learned' transactions?
07:07:35 <bauen1> hydrologist: I don't think there
07:07:56 <bauen1> hydrologist: I don't think there's an inbuild way to export those, but if you're using sqlite as backend you can dump them from the database ?
07:08:07 <bauen1> if looking at the GUI isn't enough for what you want to do
07:18:11 <hydrologist> I have a long history of data to import, and I want to use that existing ruleset while building a csv for my old import statements. sqlite backend could be a good approach. Thanks!
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08:48:38 <warlord> hydrologist, do you mean the QIF rules? Or rules for the more generic importer (OFX/CSV/etc)?
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10:35:52 <hydrologist> I mean the learned mapping of transactions to accounts during import. I want to use it outside of GC.
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12:49:36 <jralls> .
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13:00:09 <jralls> hydrologist, the *rules* are in C (or Scheme, for QIF imports) code that's part of GnuCash. The scores and associations are stored in the database. What those scores and associations looks like depends on whether you imported QIF files or something else and if something else whether or not you have Bayesian matching turned on.
13:38:08 <hydrologist> jralis: thanks ... that sounds potentially more complicated than my abilities :( I've written a PDF parser that goes through all my old statements and extracts the transactions. I now want to go through an asign them to 'Transfer Accounts'. So that's why I was looking for the mapping... to have a starting point.
13:39:49 <hydrologist> More importantly, since I've now built my own little ML 'categorizer' is to understand whether I can have the 'Transfer Account' identified as a string in a csv so I don't need to do all the mappings manually. I have quite granular Expense accounts -- spannig a couple of currencies. So it would be a bit of work. I'm looking for something like: Expenses_US:Utilities:Internet for example.
13:43:20 <jralls> hydrologist, there's another layer of complexity because associations in the book are to the account's GUID so that they don't break if you rename the account.
13:45:42 <jralls> And in the book file--XML or SQL--you have to follow the chain of parent GUIDs to get the name for each parent to construct a full name like that. That will itself be a bit of work.
13:48:51 <jralls> The CSV, OFX/QFX, and AqBanking importers all use the same training data so as long as you didn't do all of your previous imports with QIF you can just leave off the "other" account and let GnuCash assign the accounts using the existing training data.
13:50:55 <jralls> Start off doing small chunks to make it easy to check that the mapping is what you expect and to correct it if it isn't. That will further train the matcher. When you're confident that it's working as you want you can proceed to multi-month or even multi-year imports.
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14:11:46 <hydrologist> jralis: thanks! I'll take some small steps here. Very helpful!
14:45:28 <bauen1> hydrologist: wait, why aren't you converting the PDF to a CSV and then import that and let GnuCash learn / auto assign itself ?
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15:46:53 <hydrologist> bauen1: basically that is what I'm doing... but that's a manual process... the learning part. I've created a set of 'rules' so I can parse and pre-assign categories ... will GnuCash recognize the categories and map them to accounts?
15:47:25 <hydrologist> example:
15:47:27 <hydrologist> regex_rules: - pattern: "MARKET BASKET" category: Groceries - pattern: "MANCHESTER ACE" category: Maintenance - pattern: "HARDWARE" category: Maintenance - pattern: "WHOLEFDS" category: Groceries - pattern: "HOMEGOODS" category: Maintenance - pattern: "T-MOBILE" category: Utilities:Phone
15:47:42 <hydrologist> (that's a paste of yaml, sorry it's ugly)
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17:03:38 <bauen1> hydrologist: yes, as long as you put the categories into the puporse text the import filter should apply bayesian matching on them and learn them
17:07:25 <bauen1> hydrologist: but actually, if you know the categories you can simply put map them to accounts yourself and put a "transaction account" in the CSV and tell GnuCash that this is the target account iirc ?
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