[GNC] Newbie Q: some transactions imported to wrong category

[David Cousens]

Bitmancer,

If you open the regster for the account to which you imported the
transactions. If you set the preferences 
using Edit->Preferences->Register defaults and set the Auto-split register
radio button when you click on a transaction line, it will open to display
both splits of the transaction on separate lines. If you click on the
account you wish to change adown arrow appears on the right handside and
clicking on that will open an account tree display in which you can select
the desired destination account. GnuCash does not have categories but
expense and income accounts serve the same purpose and you can create groups
of expense accounts.

For future reference when you are importing transactions GnuCash has a
matcher which will try to assign that account on the basis of past account
assignments. That information is stored when you click OK in the matcher to
complete the import so if you have not assigned the correct accounts in the
matcher process before importing them, that information will not be stored.
Hence future imports will continue to be assigned to the wrong accounts on
import. The matcher uses a statistical process to match the accounts and it
can be "trained" by importing more data correctly. Assigning the correct
account from the register rather than in the import matcher will not train
the matcher to correctly assign the transfer accounts.

Under Edit->Preferences->Online Banking you will find a setting "use
bayesian matching". which should be set. I think it is the default. Other
wise it uses a simpler and less adaptive method to assign the account.

David Cousens



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David Cousens
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