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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