gnucash-user Digest, Vol 112, Issue 29
Marty McGowan
mcgowan at alum.mit.edu
Mon Jul 30 14:56:39 EDT 2012
Derek,
thanks. indeed.
re-importing will take much less time than the manual approach.
i'll pay close(r) attention this time.
thanks again
-=*++ marty
On Jul 29, 2012, at 5:02 PM, Derek Atkins wrote:
> Hi,
>
> On Sun, July 29, 2012 3:26 pm, Marty McGowan wrote:
>>
>> Begin forwarded message:
>>>
>>> Date: 2012-07-29 3:21:18 PM EDT
>>> To: gnucash-user at gnucash.org
>>> Subject: Re: gnucash-user Digest, Vol 112, Issue 29
>>>
>>> Derek,
>>>
>>> thanks for the reply. yes, to be more specific.
>>>
>>> as a starting user, i've imported 3 months worth of data from 5
>>> accounts at a bank and credit union.
>>>
>>> rather than manually assign each transaction to an expense account,
>>> after assigning one or two, i'd like to have each similar transaction
>>> assigned to the same expense account.
>>>
>>> i did notice this week that manually entering a transaction in a cash
>>> account description field is "water st deli" did inherit a previous
>>> transfer of "expenses:food".
>>>
>>> how do i make this happen for the hundreds of imported transaction
>>> whose Notes field is, say "shoprite garwood" to similarly inherit a
>>> transfer of "expenses:grocery" over the imported default of
>>> "imbalance-USD"? i.e. where is the button to push that says "do you
>>> want to make all the other xxx transactions into yyy transfers?"
>
> Unfortunately you must do this during the import. Once the transactions
> are imported then there is no easy way to redirect them en-masse. During
> the import you need to take the time to assign them. Depending on your
> import method GnuCash will learn from previous history and apply it
> automatically to future imports. Of course you always have the option to
> fix those guesses before it gets committed.
>
> But once you finish the import, that's it. After that you need to
> reassign transactions one-at-a-time.
>
> If you just started, and you have only just imported a bunch, I would
> recommend you start over and re-import. Then spend the time to assign the
> accounts during the import process.
>
> Good Luck,
>
>>> Thanks,
>>>
>>> -=*++ Marty
>
> -derek
>
>>> p.s. love the IHTFP domain.
>
> Thanks! :)
>
>>>
>>> On Jul 24, 2012, at 12:00 PM, gnucash-user-request at gnucash.org wrote:
>>>
>>>> Date: Mon, 23 Jul 2012 17:44:25 -0400
>>>> From: "Derek Atkins" <derek at ihtfp.com>
>>>> To: "Marty McGowan" <mcgowan at alum.mit.edu>
>>>> Cc: gnucash-user at gnucash.org
>>>> Subject: Re: Default Expense Categories
>>>> Message-ID:
>>>> <b4706c53ce5cf4df68e5b60797e41eeb.squirrel at mail2.ihtfp.org>
>>>> Content-Type: text/plain;charset=iso-8859-1
>>>>
>>>> Hi,
>>>>
>>>> On Mon, July 23, 2012 12:27 pm, Marty McGowan wrote:
>>>>> I've examined the FAQ carefully, and scanned the Tutorial for
>>>>> information
>>>>> on setting a default expense category for any given expense (or
>>>>> transfer). Is this possible in the client interface, or is it
>>>>> necessary
>>>>> to write some python?
>>>>
>>>> I don't understand what you're trying to do. Are you trying to set a
>>>> default for entry in the register? Or an import? or..??? You don't
>>>> give enough context for what you mean by "for any given expense". A
>>>> given
>>>> expense is, by definition, to some Expense account. I'm not sure how
>>>> GnuCash is supposed to read your mind to figure out which account it's
>>>> supposed to go to -- you need to prime it. Then GnuCash can learn and
>>>> re-use that binding. For example, in the register if you re-use a
>>>> Description it will duplicate the transaction (including accounts and
>>>> amounts). The importers will learn from previous imports. But what
>>>> exactly are you trying to do?
>>>>
>>>>> -=*++ marty
>>>>
>>>>> Please remember to CC this list on all your replies.
>>>>> You can do this by using Reply-To-List or Reply-All.
>>>
>>
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>
>
> --
> Derek Atkins 617-623-3745
> derek at ihtfp.com www.ihtfp.com
> Computer and Internet Security Consultant
>
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