Improving auto-matching to accounts on QIF/CSV import

Rich Stanton richstanton at gmail.com
Sun Jul 2 06:31:37 EDT 2017


Hi, I use import data from various accounts into gnucash, either as CSV or
QIF. For some accounts, the system by which it guesses what account to
assign a transaction to (bills, cash withdrawal etc) seems to work fairly
well, for others it fails dismally. As far as I can tell, it looks for an
exact match in the description, so where I have a bank that adds individual
transaction info (amount, date) to the description, gnucash never guesses an
account match. Is there a setting to alter this? Ideally, to tell gnucash to
try guessing based on the first half of the description only maybe? 

 

Thanks! 



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