Disable automatic transaction categorizaiton

[schaefferdavid]

I thought that might be the case.  Quicken and Microsoft Money do the same
thing.  However they provide an option not to automatically categorize for
you.  Really I think this option is essential.  To me if an account has been
assigned to balance a transaction, there is an implied assumption it has
been assigned correctly.  However none of the financial programs I have seen
have been able to choose for me with high accuracy.  Since they can not
assign them correctly, I have to go back through them all anyways.  When
they have already been assigned to categories it can sometimes be hard to
find all of them that need to be changed.

I have found a partial workaround for the moment for me, but it is not
really a solution.  I hope this is not a bug and does not go away in a
future version.  When the generic importer dialog comes up I click cancel
instead of accepting it.  Then I go to the account.  All the transactions
show up there not assigned to any accounts.  As long as I assign them all an
account before closing it works ok.  If not, they disappear when the file is
saved.

I'm not sure if I will get around to it, but if I do create a patch that
adds an option to not automatically categorize, would it ever be included
into the main program?


Derek Atkins wrote:
> 
> schaefferdavid <david.schaeffer at gmail.com> writes:
> 
>> I have recently set up GnuCash using the ofx connect feature to
>> automatically
>> download transactions from my banks.  After downloading the transactions
>> it
>> brings up the import screen.  Many of the transactions have already been
>> assigned to expense accounts, often incorrectly.
>>
>> Is there a way to have all downloaded transactions initially assigned to
>> the
>> imbalance account instead?
> 
> Generally no.  The system is supposed to learn how to map the
> transactions.  It looks for key words in the description, memo, etc
> and uses those key words to match to the account based on previous
> mappings with those same keywords.
> 
> There is no way to reset those mappings.
> 
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
> 
> -derek
> 
> -- 
>        Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
>        Member, MIT Student Information Processing Board  (SIPB)
>        URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
>        warlord at MIT.EDU                        PGP key available
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> 

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