Financial Transaction Classifier

[Doug Latornell]

If I'm understanding what you're asking, Chris, Gnucash does have that kind
of functionality in its OFX importer.  I download my chequing account and
credit card transactions in OFX format (my bank calls it M$ Money format).
The first time I did it I had to assign each transaction to its appropiate
Expense subaccount (groceries, gas, clothing, restaurants, etc.) - that's
the training part.  On subsequent imports a lot of transactions get
automagically matched to the correct account.  Of course when you charge a
meal at the fabulous new "it" restaurant, or one out of town or something,
Gnucash has no way of knowing that transaction should go to the restaurant
account, but once you train it, return visits get matched correctly.

If your bank supports transaction data downloads, give it a go.  They may
call the format M$ Money or Quicken, but it's OFX under the marketing label.

Doug

On 9/16/07, Chris Spencer <chrisspen at gmail.com> wrote:
>
> This isn't specific to Gnucash, but I thought someone here might be
> able to help. I have a spreadsheet of all my credit card transactions,
> and I'd like to compile a report of my personal finances without
> having to go through each record manually. Is there any software that
> can be trained to classify each record into a category, like "food",
> "gas", "clothing", etc? I had hoped Gnucash would have this feature,
> but I don't believe it does.
>
> Thanks,
> Chris
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