regarding the initial import on a monthly credit card statement

[Derek Atkins]

Hi,

Jake <jake.stroupe at gmail.com> writes:

> Hello,
>
> I have gnucash 2.2.6  Here are my questions.
>
> first question.
>
> When you import a OFX file (say your credit card statement) for the
> first time the program will ask you which account that OFX file
> should "dump" to.  and you tell it and then start using the generic
> import transaction matcher window to start sorting thiings into
> there respective expense buckets.
>
> AFter the first time that you do that import though when ever you
> import your credit card statment gnu cash is always going to dump it
> initially to the bucket you pointed it to the first time.  Is there
> any way to change that to get it to do the dump somewhere else.
>
> I ask because I set up the program to initially dump my credit
> statment to imbalance usd and I should have had it dump to
> Liability: credit card.

Unfortunately there's no easy way to reset that in the UI.  Someone
came up with a clever way to reset it, tho..  Create a bogus OFX file
with a different Account ID, import that and select the account you're
using now.  It will overwrite the OFX ID so that next time you import
the correct OFX file it wont find the ID and then it will ask you
again what account to use.

> second question
>
> After I "train the import transaction manager the first time on a
> particular transaction say "grocery store A" should I expect the
> transaction manager to automatically match it everytime there
> after. I'm not sure if I'm doing something wrong but I am suspicious
> that it isn't doing a very good job of matching up the transactions.
> Got to fix question 1 first before I can be sure.

Did you turn on Bayesian Matching?   (We really should turn that
on by default).

> I apologize for the simplistic questions thanks in advance for any help I can
> get on this.
>
> Jake 

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-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
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