[GNC] Newbie Q: match Description to Transfer

[Ike Stoddard]

I get it. I have to create a training session of sorts. January ought to do
it.
I will try that tomorrow. Thanks to both of you, David Carlson and Greg
Feneis.

On Tue, Sep 3, 2019 at 8:43 PM Greg Feneis <mfeneis at gmail.com> wrote:

> Perhaps, before importing, add a "Groceries" sub account to your expenses
> account. Then, instead of importing the entire checking account from your
> bank, just import a month's worth of records or so. In the matcher step,
> assign transfer accounts accordingly. Then import the remaining records for
> that checking account from your bank.  This lets you teach GnuCash how to
> assign, at first, then on the second import, GnuCash does most of the work
> on the majority of the records.
>
> Kind regards, Greg Feneis
> (Pixel 3)
>
>
> On Tue, Sep 3, 2019, 18:20 David Carlson <david.carlson.417 at gmail.com>
> wrote:
>
> > 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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