Batch account assignment

Derek Atkins warlord at MIT.EDU
Fri Jun 11 11:15:47 EDT 2010


Hi,

Christopher Meredith <chmeredith at gmail.com> writes:

> Hi all,
>
> I'm really bad about assigning transactions to the proper accounts. I
> usually have to go in and do months at a time to catch up. What I
> would like to know is whether it is possible to do a search then
> assign all the results to an expense account rather than doing each
> one individually. So I would like to search for all transactions in
> which the word "Comcast" appears in the description field, then assign
> all the results to the account Expenses:Utilities:Internet. Is this
> possible?

No, there's no way to operate on multiple transactions at once.  You
should do this when the transactions get entered in the first place.
This is why the register has QuickFill, so that when you enter a Comcast
transaction it will take the last Comcast transaction and 'reuse' the
values (including the transfer account).

If you're importing, then you should spend the time in the importer to
properly assign the transactions.

> Thanks!

> 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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