Newbie needs help with categorizing

[davidj]

Thanks for advise. I am now getting somewhere.
UI am using the QIF import process and have selected the correct account for each one by one as they are imported.
However this doesn't pick up all of them therefore:
My next question is there a way of selecting a bunch of transactions and bulk moving these to an existing account. I cant find a way of selecting any more than one transaction at a time.
Thanks so much.

From: Derek Atkins [via GnuCash] [mailto:ml-node+s1415818n4674969h97 at n4.nabble.com]
Sent: 08 January 2015 15:22
To: david at swallowmead.com
Subject: Re: Newbie needs help with categorizing

Hi,

davidj <[hidden email]</user/SendEmail.jtp?type=node&node=4674969&i=0>> writes:

> I appreciate that Gnucash uses double entry book keeping and as such
> categories are identified as accounts.
> 1. I am solely trying to track expenditure on my personal account and credit
> card. I therefore need to bulk create new categories, how is this done.

Well, you could use the New Hierarchy helper to create a bunch of income
and expense accounts from existing templates.  Also, you can create new
accounts from the register as you enter transactions -- if you enter an
account that doesn't exist GnuCash will ask if you want to create it.

> 2. I have imported a years worth of account data to make future comparisons
> how can I quickly/Bulk  categorise these entrentries.

How are you importing the data?  All the gnucash importers allow you to
assign categories (we call them "Income and Expense Accounts") to each
transaction while you import them.  However in many cases you'll need to
assign them one-by-one.  The QIF Importer will group all transactoins
with the same Payee or Memo and treat them the same.  The OFX importer
can learn between invocations, but not within an invocation.

> Any advice much appreciated.

Hope the above helped,

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-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
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