How to assign transaction to accounts automatically.

[Edward Bridges]

If you downloaded the transactions in QIF format, you may find this tool interesting:

https://github.com/Kraymer/qifqif

I have used for about a year now and it's really effective at categorizing transactions to the correct account before importing.


On Tue, Feb 20, 2018, at 10:09 AM, John Ralls wrote:
> 
> 
> > On Feb 20, 2018, at 4:39 AM, Hans Deragon <hans at deragon.biz> wrote:
> > 
> > Greetings,
> > 
> > New user here.  I downloaded 500 transactions from my credit card bank
> > site, all assigned to 'Imbalanced-CAD'.  Now, how can I set rules to
> > automatically assign transactions to a specific account?  For instance,
> > any transaction with "^ESSO.*" or "^SHELL.*" must be reassigned to
> > Car:Gasoline.  I fail to find that information on the web, except that
> > when importing, GnuCash trains itself and does that automatically at the
> > next import.
> > 
> > But what about my 500 transactions that are already imported?  What
> > about if one wants to reassign transactions to another account, after a
> > month of careful thinking?  Does a user have to go through all
> > transactions manually?
> > 
> > As a workaround, is it possible to convert the GnuCash file into Unicode
> > and use scripting languages to manipulate the transactions, then convert
> > it back to its binary format?
> > 
> > Using GnuCash 2.6.12 on Ubuntu 16.04 LTS.
> 
> No, GnuCash does not train itself: You have to train it. You do that by 
> assigning the transactions to accounts during import. That’s what that 
> dialog with all of the yellow was about. Your best course of action is 
> to go to the backup from before the import and start over.
> 
> Otherwise, yes, the only way to change transactions is one-at-a-time. 
> You can speed it up a bit using the Edit>Find to select a group of 
> transactions that you want to change to a particular. You’ll get a 
> editable register and you can just go down the list changing each 
> transfer account.
> 
> Regards,
> John Ralls
> 
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