[GNC] 6.15.5.2. Assign a Destination Account to Multiple Transaction

[David Carlson]

I am impressed that the new generic importer might be able to do what is
described.  I would expect that a selection of multiple transactions would
probably need to be limited to transactions that meet certain criteria such
as possibly having or not having existing match possibilities, or more
importantly, all residing in the same base account and having only one
'other' account.

I look forward to using this feature after it has matured.

David Carlson

On Wed, Apr 24, 2019 at 7:39 PM Jeff Albrecht <jeffa at rodaw.com> wrote:

> On this page; "6.15. Importing Transactions from Files"
>
> https://www.gnucash.org/docs/v3/C/gnucash-help/trans-import.html#trans-import-matcher
>
> 6.15.5. Import Matcher I'll copy it here....
>
> Is it still valid? I'm attempting to select multiple transactions for
> assignment to a single specific _category_ I'm not able to duplicate the
> leftClick and ctl-leftClick to make multiple selections as described in
> 6.15.5.2 I'm not seeing a right click popup either.
>
> I'm in the 'Generic import transaction matcher' 'list of downloaded
> transactions (source split shown):' Using GNUCash version 3.5.1 after
> importing a .OFX file from a bank.
>
>    - Jeff
>
>
>       6.15.5. Import Matcher
>
> The Import Matcher uses a Bayesian approach to assign a destination
> account, if it is not specified in the imported data, to each imported
> transaction based on the previous import history of the import account.
> It also attempts to match the transactions being imported to any
> existing transactions based on the date and the description fields.
>
> Transaction rows which match existing transactions already in the import
> account are flagged not to be imported. They will have a light green
> background and the A and U+R checkboxes will be unchecked and the R
> checkbox will be checked. To override and import the transaction, check
> the A checkbox. The U and R boxes will be unchecked automatically. The
> reliability of the match is indicated by a bar display in the Info
> column. If a destination account for the second split is assigned by the
> matcher if will be appended to the info column.
>
> Transaction rows which do not match existing transactions in the import
> account, for which an assignment of a destination account cannot be made
> on the basis of the previous import history to the account, will be
> displayed with an orange-yellow background and the A box will be checked
> and U+R and R unchecked. A destination account must be specified for
> these transactions.
>
>
>         6.15.5.1. Assign a Destination Account to a Single Transaction
>
> The currently selected row is selected by Left-clicking it. It is
> displayed with a mid dark green background.
>
> *Double click*on a row. This will select it and open an Account
> Selection dialog. Select the desired destination account in the dialog
> and click*OK*. The row background will change to a light green and the
> assigned destination account will be displayed in the Info column.
>
> or alternatively,*Left-click*on a row to select it followed by
> a*Right-click*to bring up a popup menu then select "Assign a transfer
> account" to display the Account Selection dialog, select the destination
> account and click the*OK*button.
>
>
>         6.15.5.2. Assign a Destination Account to Multiple Transaction
>
> Sometimes you will have several transactions which will have the same
> destination account. Gnucash allows you to select multiple transactions
> and apply the same destination account to all transactions in the
> selection.
>
> Rows in a selection are displayed with a mid dark green background.
>
> Multiple rows may be selected to have the same destination account
> assigned to them.
>
> To select rows either:
>
>   *
>
>     *Left click*on first row and then*Ctrl-Left click*on other rows to
>     add to the selection or
>
>   *
>
>     *Left-click*on a first row and then*Shift-Left-click*on another row
>     to select all rows between them.
>
> then*Right-click*to display a popup menu and then select*"Assign a
> transfer account"*to open the Account Selection dialog. Select the
> desired destination account and click the*OK*button in the Account
> Selection dialog.
>
>
> <
> https://www.gnucash.org/docs/v3/C/gnucash-help/trans-import.html#trans-import-matcher>
>
>
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-- 
David Carlson