[GNC] Improve imported transaction category matching

[Frank H. Ellenberger]

Hi,

I believe, the OP should at first read
https://www.gnucash.org/docs/v3/C/gnucash-help/trans-import.html
and then use
https://www.gnucash.org/docs/v3/C/gnucash-help/trans-import.html#ImportMatchEditor
to clean up his file.

Regards
Frank

Am 08.04.20 um 02:22 schrieb Adrien Monteleone:
> I’m not certain, maybe someone else can help, but knowing which file format makes a difference to the devs, thanks.
> 
> Regards,
> Adrien
> 
>> On Apr 7, 2020 w15d98, at 7:20 PM, Giuseppe Quinn <centins at redquyn.com> wrote:
>>
>> 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.