Matching transactions

Liz edodd at billiau.net
Wed Jul 15 16:37:04 EDT 2015


On Wed, 15 Jul 2015 13:13:18 -0400
"." <peace at AleksandrSolzhenitsyn.net> wrote:

> How do I get GC to properly, or more accurately, label a transaction
> into the category it belongs?

There is a point in the import at which you correct the allocations. I
haven't got any file handy to import and advise further, but that is
the important point.

At that time, you can't actually see enough of the transaction to know
what it really was, so at first you will need some idea of what a
payment was for, so you can send the household gas bill to Utilities:Gas
instead of Utilities:Electricity.

Most important, get the QFX or other import file for a very small
number of transactions at first, say about 5, and then another 5....

If you like the import, save the file. If you have got something to fix
up, don't save the file, quit Gnucash, go back and redo the import. 


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