Categorization of transactions

[Charles Day]

On Fri, Apr 10, 2009 at 5:50 AM, Derek Atkins <warlord at mit.edu> wrote:

> Tommy Trussell <tommy.trussell at gmail.com> writes:
>
> > On Wed, Apr 8, 2009 at 10:25 PM, cl <c-a-l at earthlink.net> wrote:
> >> I'm open to different ways to skin the cat, but I can't lose and/or
> reenter 16
> >> years of class and subclass data for all my rental properties.  I'm
> hoping
> >> someone can point me in the proper direction so I can make GnuCash work
> for my
> >> needs.
> >
> > If nobody finds a 'better' way to do it, you COULD prepare for the
> > conversion from Quicken by creating new Quicken Categories (which will
> > correspond to Gnucash Accounts) and using the class information in
> > Quicken to copy the transactions into the new categories in Quicken
> > BEFORE you export the data. You could do that on a copy of the data
> > and maybe you can find a semi-automated procedure (search/replace and
> > examining the class reports). It might not be as daunting a task as it
> > seems if you can break it down and do the conversion over time.
> >
> > Alternatively if you examine the exported QIF data from Quicken
> > carefully, you may be able to devise a programmatic way to manipulate
> > the data using perl or some other tool so that the classes and
> > subclasses map to accounts and subaccounts in GnuCash.
> >
> > If you have begun to despise Quicken as much as I did, you will be
> > more motivated every time it flashes an advertisement and/or
> > unsettling error message at you.
>
> GnuCash has no direct mapping for the Quicken "class".  I'm not
> sure where GnuCash stores the class info (assuming it does at all).
>

The QIF importer reads the class information from the file, but it doesn't
get stored in GnuCash anywhere. I don't even know where this information
would go.


>
> Yes, you best bet would be to pre-process the QIF file and use
> Categories or Memos.
>

That's what I would suggest too.


> -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
>

-Charles