Where can I find the auto categorise feature?

trythis grahamlane at gmail.com
Tue Jan 29 22:29:54 EST 2013


the AqBanking import system learns from your selections. If you import a week
at at time then your repeated transfers, expenses, etc, will get suggestions
within the Aqbanking import function.  It does not learn within a session,
only from one session to the next.  If you attempt 3 months of imports in
one session, it will learn for the next import attempt but going through 3
months of transactions can be very, very tedious.

That's all there is and it does make things rather boring.  It wont learn to
allocate similar transactions only exact.  For instance, Starbucks #273 once
selected and learned will always go into "coffee shops" or whatever, but the
next time you pull down your bank transactions, Starbucks #274 will not
trigger "coffee shops", it will have to be manually allocated.

g



Tony wrote
> I have just installed gnucash, set up accounts and got the online
> transaction working using the AqBanking Wizard with the HBCI standard. It
> all works wonderfully well.
> 
> I am now looking for the feature that can learn to categorise my incoming
> bank account transactions and allocate them to the correct income or
> expense account.
> 
> I've surfed for answers and find something on a Generic Import Transaction
> Matcher but I think this is only used in connection wit the OFX import
> function. I also found a reference to scripting rules in the editor of
> jGnucashLib but that dates back to 2009 and I know nothing about
> scripting.
> 
> Can some advise me on how best to proceed?
> 
> Thanks. Tony





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