Account specification of multiple transactions during/after import

[Derek Atkins]

Pascal Wolkotte <p.t.wolkotte at gmail.com> writes:

> Hi,
>
> I am a newbie on this mailinglist and I just started to work with
> gnucash. I have not been able to solve the following situation.
>
>>From my bank account I obtained all the transactions of a few years
> into a csv file. I have found a tool that converts it to either QIF or
> OFX, such that I can import it into gnucash. That works!
>
> However, all transactions are in "imbalance" after the import and per
> transaction I have to specify a specific expense or income account.
> This is quite a lot of work. I would like to speed this up.
> Furthermore, I would like to automate this for future imports for all
> known transactions, for example my monthly salary. Does anybody have
> tips how to achieve this?

During the import map the transactions to the proper Income/Expense accounts.

> Can I, for example:
> - specify the account/category in OFX, or

Not in OFX (but you can in QIF)

> - select multiple transactions and specify a single expense or income
> account, or

During import, yes.   But not from the register.

> - does gnucash support regular expresions that can match the
> transaction's descriptions or other transaction details

No.

> Thank you in advance.
>
> Regards,
> Pascal Wolkotte

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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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