Import by Description?

[Adrien Monteleone]

Out of curiosity for when I tackle a similar project, can the account be specified by editing the OFX file?
If so, I should think it trivial to script (or just use sed/awk) setting the specified account based on what the Description/Payee line contains. This would accomplish setting many transactions to the proper account automatically.
-Adrien


> On Mar 14, 2017, at 12:12 AM, Liz <edodd at billiau.net> wrote:
> 
> On Mon, 13 Mar 2017 19:17:53 -0500
> Lin Pro <linforpros at gmail.com> wrote:
> 
>> Hi,
>> I have imported 12 months of business account transactions into
>> gnucash. The data was in the OFX format. I decided to import
>> everything into IMBALANCED account.
>> 
>> Is there an automation procedure to start from here?
>> I can now "sort by" Description which gives me a nice view of all the
>> categories (accounts).
>> By the way I have setup all the necessity accounts so I would be ready
>> to populate them with the transaction.
>> 
>> So far the only way that I have discovered is to manually assign each
>> transaction to an account.
>> I think there should be a way to mass assign them with "multiple
>> select" and then to choose an account.
>> 
>> Question:
>> Can I multiple select transactions in order to choose an account for
>> them, thus saving a lot of time?
>> 
>> 
>> I do not want to use the import module again and use the learning
>> feature... Sorry.
>> 
>> 
>> 
>> 
>> best regards
>> linforpros
> 
> 
> sorry, but your choice not to assign an account at import is a major
> problem.
> 
> No, there are no ways to select multiple transactions and move them.
> 
> 
> Best advice is to regard this as 'learning' and start again..
> Import only a small number of transactions in each pass. Assign every
> transaction to its account.
> Then import another small group, and you will benefit from the learning
> done the program.
> 
> 
> Liz
>