QIF Import automatically assign Transactions

[Derek Atkins]

Hi,

<Matt.Garrett at shell.com> writes:

> Folks
>
> I am very new to GNUCash so this might be a very simple question / answer
>
> I can download my Bank Transaction in to QIF format and import them
> without any issues.
> However on the Match payess/memos to GnuCash accounts I can specify
> each transaction about 300 odd manually to a GNU Account name
> However most of the payess are the same
> e.g
> FASTER PAYMENTS RECEIPT FROM AN Other 2000000000*******4 REFERENCE 26
> FLAT, 205.00GBP
>
> Is there a way to get GnuCash to automatically Specify which account
> this should be assigned to in the import stage ?

The QIF importer matcher system uses full strings instead of tokenized
strings to match accounts.  That means that if any portion of the Payee
or Memo string changes at all (e.g. changing reference number) then the
matcher wont recognize it the next time.

> Any suggestion would be very welcome.

I suggest you write and run a PERL script to massage the QIF before you
import it so as to standardize the Payee and/or Memo fields so they are
always consistent.

> Matthew
>
> FYI
> Platform                       Windows Vista SP2
> GnuCash version           2.4.13

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-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
       warlord at MIT.EDU                        PGP key available