[GNC] Improve imported transaction category matching

Giuseppe Quinn centins at redquyn.com
Tue Apr 7 20:20:08 EDT 2020


I’ve been using OFX

Is there a pfile or something that might be corrupted that I can set aside to test and or start over?

Thanks for the help!

> On Apr 7, 2020, at 1:11 PM, Adrien Monteleone <adrien.monteleone at lusfiber.net> wrote:
> 
> What type of import? QIF, CSV?
> 
> Regards,
> Adrien
> 
> p.s. —please be sure to ‘reply-list’ or ‘reply-all’ so others can benefit from the discussion and/or offer help.
> 
>> On Apr 7, 2020 w15d98, at 2:01 PM, Giuseppe Quinn <centins at redquyn.com> wrote:
>> 
>> Yea, I’ve done them over and over in the import window, to no avail.
>> 
>> 
>>>> On Apr 7, 2020, at 12:54 PM, Adrien Monteleone <adrien.monteleone at lusfiber.net> wrote:
>>> 
>>> Make sure you are doing those assignments within the import window. If you import first, then edit transactions to correct Imbalance-xyz to proper accounts, the importer never gets to learn.
>>> 
>>> Regards,
>>> Adrien
>>> 
>>>> On Apr 7, 2020 w15d98, at 1:45 PM, Giuseppe Quinn <centins at redquyn.com> wrote:
>>>> 
>>>> Is there a way to improve category matching of imported transactions? Every session I have to tell GC which category grocery store transactions, CC payments, and every other repeating transaction, which category they go into. 
> 
> 
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