[GNC] Newbie Q: match Description to Transfer

David Carlson david.carlson.417 at gmail.com
Tue Sep 3 21:17:44 EDT 2019


Welcome to GnuCash and to the GnuCash-User Maillist.

GnuCash is set by default to "remember" the transfer account assignment and
to attempt to make the same assignment to similar looking transactions in
future imports.  It uses a process called Bayesian Matching, which is not
perfect, but it usually makes pretty good guesses after a training process.

When you import transactions there is a step where you assign a "transfer"
account to each transaction or, after the first time, you approve GnuCash's
guess or override it with your correct information.  If you do not make
corrections in that step, GnuCash cannot "learn" the correct assignments,
and it may even make more "misteaks" later.

David Carlson

On Tue, Sep 3, 2019 at 5:24 PM Bitmancer <isaac.a.stoddard at gmail.com> wrote:

> Just starting out to use GnuCash. Imports fine from my bank to my Checking
> account.
> Now I have to make sense of it all!
>
> In the Checking ledger, there are many different creditors. For example,
> "Kroger" in the Description field. How can I label all "Kroger" entries
> with
> "Expenses:Groceries" in the Transfer column? If I can make this happen, I
> can do all my repetitive transactions and catch up on 8 months of data
> faster.
>
>
>
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-- 
David Carlson


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