[GNC] Transactions association to accounts (automatically)
Stelvio Rosset
stelvio.rosset at gmail.com
Sun Mar 1 12:31:50 EST 2020
Hi all, (first post for me)
currently I am using GnuCash with the following practice:
1) download the transaction files from the bank / credit card providers;
2) re-formatting each of those via excel;
3) consolidate in excel all the transactions with a simple table form
compatible with gnucash CSV import;
4) link each transaction to the source / destination account with names and
syntax compatible with gnucash structure;
5) finally imports the transactions (monthly) into gnucash via CSV;
It works, but... the process is taking time.
It would be great if would be possible to think to a development where for
each transaction (during the import or even after the import) I could "push
a button" and gnucash would suggest the best fit of the destination account
(or a list of those) where the transaction should be associated with (most
of the case the need is on Expenses).
The suggestion could be created based on the descriptions / key-works / or
other AI, eventually supported also by external files where users can
specify the key-works to be used.
I have seen this discussion in some treads, but actually I have not see the
request (and eventually acceptance) to develop such functionality.
If this intelligence is already provided by gnu-cash, apologize for the
post, and please help me to find the way, otherwise how sounds the idea to
propose this development path?
Thanks
Stelvio
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