[GNC] Memorized Transaction List

[Adrien Monteleone]

I thought the importer prompted you to create new accounts, no? Certainly the register does if I enter a new one or mistype an existing one.

You can import accounts by themselves. (though not easily via export from Quicken)

Do an export on your current accounts to get the CSV structure, then use that as a guide to add your new accounts in bulk. How you get them into that CSV, either via some other export that you modify or typing them out is up to you.

As for selecting accounts in the drop down, you don’t have to type the entire account path.

You only need to type those characters that are unique to that level of the tree which is usually only the first two or three letters of each level.

Per your example, “Ex:Ut:Ga” will likely get you to Expense:Utilites:Gas fairly quickly.

I believe this shortcut is covered in the Help Manual.

Regards,
Adrien

> On Feb 17, 2019, at 9:26 AM, Stephen <sjp at stephenjpidcock.com> wrote:
> 
> I couldn't find a way to practical way import new transactions, say QFX, into
> an account, say a new Credit Card Account, and easily create new Expense
> Accounts from either the Generic Import Transaction Matcher or the Credit
> Card Account.
> 
> Even Quicken 2002 makes matching transactions to non setup accounts a
> breeze. Perhaps a separate  Memorized Transaction List window where
> transactions and their accounts could be created, assigned or reassigned.
> 
> There is no shortcut to create a new account. There is no extensive list of
> shortcuts in the documentation.
> 
> When you try to search if there is an exiting account within the GITM or
> within an account "Account" drop-down column to change from Imbalance, one
> needs to type the whole "Expense:Utilites:Gas" instead of "Gas".
> 
> Has anyone else struggled with the GITM? For example, it took me some time
> just to realize that the Window itself, does not open to default maximized
> (Windows 7 o/s) and the A, U+R, R, Info columns might be missed if you
> didn't  know to drag the window open.
> 
> Anyone starting without Quicken files, who would like to import hundreds of
> transactions and easily creating new sub accounts might find it easier with
> a "Memorized Transaction List" window.
>