Account specification of multiple transactions during/after import

[Jodi Phelps]

Hi all,

My transition from QB to Gnucash has gone quite smoothly, several 
months, until now.  All I want to do is get my personal books on my new 
laptop for planned trip this week.  I have never done a back
up, but it seems it should be simple to save a back-up copy on a disc 
and pop it into my laptop, but I
have spent hours now, trying to do that.  Can anybody give me specifics? 
The manual does not.
Thanks,
Jodi

Derek Atkins wrote:
> 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
>>     
>
>   
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
>>     
>
> -derek
>
>