[GNC] Newbie Q: some transactions imported to wrong

[Chris Good]

Message: 10
Date: Sat, 7 Sep 2019 18:23:02 -0500 (CDT)
From: David Cousens <davidcousens at bigpond.com>
To: gnucash-user at gnucash.org
Subject: Re: [GNC] Newbie Q: some transactions imported to wrong
	category
Message-ID: <1567898582174-0.post at n4.nabble.com>
Content-Type: text/plain; charset=us-ascii

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



-----
David Cousens
--
Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html

Hi Bitmancer,

If you're using GnuCash V3.x, you can also use Tools, Import Map Editor
to delete entries that are causing mapping to wrong account name.

Regards, Chris Good