Improving auto-matching to accounts on QIF/CSV import

[Derek Atkins]

Hi,

"Rich Stanton" <richstanton at gmail.com> writes:

> 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? 

Sorry, no.  The QIF importer only performs full-string matching.

Your best bet is to pre-process the file (perhaps using perl), and then
add a category or account using the QIF 'L' tag.  Then GnuCash will let
you map the category/account to a GnuCash account.

Hope this helps.

> Thanks! 

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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
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