[GNC] Training the classifier of imported transactions in GnuCash

[Stephen M. Butler]

On 6/15/20 12:30 PM, Cliff Kushler wrote:
> Hi Gio, 
>
> Thanks for your quick response!  
>
> Yes, I have been importing transactions for many years.  However, it seems that Gnucash is not getting any better - I have to correct transactions from the same source over and over again, month after month.  There is a window that appears during the import process (before the transactions are posted in the actual account registers) that shows all of the transactions to be imported, with check boxes labelled “A” (accept? not sure…), “U+R” (update & reconcile?) and “R” (reconcile).  However, I do not know of any way to correct the classification of a transaction while it is still in this window (which seems like the opportunity to train the classifier).  I end up correcting the transactions after they have posted in the account registers, and GnuCash does not seem to be learning from this.  
>
> If you (or anyone) knows what I should be doing, please let me know - thanks! 


In that window, double click on a line that needs an update on the
"classification".  A window should pop-up that will allow you to select
the account to which that line should be assigned.

Doing this will "teach" the import how to make the assignments going
forward.  It might take a few iterations for it to "learn".


--Steve

>
> Cliff
>
> On Jun 15, 2020, at 3:25 AM, Gio Bacareza <gbacareza at gmail.com> wrote:
>
> Hi Cliff,
>
> I also want to first say thanks to all the developers. I am a user and a fan. 2nd, awesome to meet you Cliff. I love your products too.
>
> I was also looking into an automated way of classifying transactions. I did a quick automl using google and have achieved 90%+ accuracy.
>
> However, I wasn't able to use it because I think gnucash does its own and requires you to classify them upon import. After a few imports it also "learns." So subsequent imports will have these transfer accounts autopopulated.
>
> I hope it helps.
>
> gio
>
>
>
> On Mon, Jun 15, 2020 at 5:11 PM Cliff Kushler <ckushler at gmail.com <mailto:ckushler at gmail.com>> wrote:
> Hello - 
>
> I am a long-time user and fan of GnuCash, and start by offering my gratitude to everyone who has contributed to it.  For what it’s worth, I am also a co-inventor of T9 and Swype, so perhaps I have contributed something to make your life easier too.  
>
> My question is whether there is a tool, technique or strategy to improve the accuracy with which GnuCash assigns imported transactions to destination accounts.  I import large quantities of credit card transactions, and while many of them are assigned to the correct accounts, a very large number of repeat transactions (i.e. from the same vendor) are either repeatedly assigned to the same wrong category or simply left as “Imbalance-USD”.  I have not been able to identify a way to correct them while they are still displayed in the initial import window, although I suspect that would be the time to correct them.  I go through and manually correct them in the register after importing them, but this does not seem to help future classification accuracy.  
>
> Any help would be much appreciated!  I probably should have asked this years ago…
>
> Joy & Blessings,
>
> Cliff Kushler
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-- 
Stephen M Butler, PMP, PSM
Stephen.M.Butler51 at gmail.com
kg7je at arrl.net
253-350-0166
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