Import wizard's "Smartness"

Oliver Schinagl oliver at schinagl.nl
Mon Oct 11 10:16:25 EDT 2010


 On 10/11/10 15:33, Derek Atkins wrote:
> Oliver Schinagl <oliver at schinagl.nl> writes:
>
>>>> So I can try matching the firs tmonth, then export the
>>>> second month of 
>>>> 2005 and try to see if that helps.
>>> Oliver
>>>
>>> Yes, you can see, it may be okay, or not, depends on the transactions really, and I don't know the logic behind what it does, and what it doesn't recognize, so can't help much there.
>> Well I tried, did the first year, and corrected everything. The second
>> year import put everything to 'groceries' Why? I have no clue.
> How did you "correct" everything?  The importer only keeps track of the
> assignments made within the importer.  If by "corrected everything" you
> mean that you completed the import and then made changes in the
> register, then no, the importer will NOT recognize that.
>
> What you need to do is that the time and assign accounts to the
> to-be-imported transactions from within the importer itself.  Only then
> will the importer learn.
>
Now this starts to sound sensible. So what I could do, export 1 month of
CSV data from my bank, import it and 'correct' it IN the importer
dialog. Then go to the next month and import that, and see how the
importer becomes smarter and smarter!
Would probably be faster to edit the ofx, but that might just take loads
longer then doing it this way.
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
> -derek
>



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