Can GNUCash automatically select the appropriate category?
John Ralls
jralls at ceridwen.us
Thu Jan 5 10:18:49 EST 2012
On Jan 5, 2012, at 2:06 AM, macaronic wrote:
> I note that Kent Dahl-2 commented (Jul 13, 2008) that GnuCash can remember
> the mapping of "accounts" which - correct me if I'm wrong - is sometimes
> used interchangeably with "categories".
>
>
> Kent Dahl-2 wrote
>>
>> During import from QIF/OFX or otherwise, there is a dialog for assigning
>> the account of each transaction. This is remembered by GnuCash, which
>> then next time will use this information to try to map it automatically.
>>
>> Note that there was a bug a while back, so it might not be working fully
>> unless you have version 2.2.5 of GnuCash. (At least it wasn't working in
>> 2.2.4 for me on QIF, so I upgraded.)
>>
>
> When I import a QFX there is no option to specify the "category" (e.g. Fuel,
> Service charge, Interest) of each transaction. This is exactly what I
> recall Quicken/MSN Money automatically doing when importing online
> transactions.
No, Gnucash doesn't have "categories". It's a double-entry accounting system, so you create separate accounts for each category you want to track.
Please read carefully http://www.gnucash.org/docs/v2.4/C/gnucash-guide/ for a full explanation.
Regards,
John Ralls
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