[GNC] Memorized Transaction List

[David Carlson]

IIRC, the qif importer is (or was, in the 2.6.x series) somewhat clunky
when it came upon an unknown 'other' account or category.  It may have
needed a nudge to place it correctly into the account tree.  I don't think
it dumped everything into some imbalance file without giving the user a
chance make a better choice.  Fo me, I last used that feature about a
decade ago, so I could be wrong.

David Carlson

On Mon, Feb 18, 2019, 4:01 PM Adrien Monteleone <
adrien.monteleone at lusfiber.net wrote:

> 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.
> >
>
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