Import wizard's "Smartness"

Derek Atkins warlord at MIT.EDU
Tue Oct 12 10:58:24 EDT 2010


Oliver Schinagl <oliver at schinagl.nl> writes:

>> 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.

Yep, this is what you need to do.

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>> -derek

-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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