Method to automatically assign an account?

Orion Irvine oirvine at rogers.com
Sun Jul 13 13:13:25 EDT 2008


Hello,

I'm just starting to use Gnu Cash. I've imported the last several months of my transactions into Gnu Cash (using a transaction report my bank provides for me online). So far, I haven't found any way to automatically assign categories / accounts to each transaction. For example, all of my transactions with description "Enbridge" are gas utility payments, so it would be nice to automatically assign them to the Expenses:Utilities:Gas account.

I have several thousand transactions, and doing them manually sounds very daunting, but leaving them as "Unbalance" seems to defeat the purpose of tracking my transactions. I also intend to import my transactions from my bank account on a regular basis instead of entering them manually (almost all of my transactions are debit, not cash, so getting them from my bank is the easiest way for me).

Is there a way to automatically categorize transactions? For me, this is a deal breaker. If Gnu Gash can't do this, then I'll be buying a commercial product that can. 

Thanks,

Orion Irvine


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