Matching transactions

C Peace at AleksandrSolzhenitsyn.net
Wed Jul 15 18:22:49 EDT 2015



On 07/15/2015 04:37 PM, Liz wrote:
> 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.
Liz,

That takes way too much time. It's just too darn slow. I at least a
hundred transactions per month on various credit cards.

I guess there's no way to do it quickly except working in the
"imbalanced USD" account.


>
> 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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