[GNC] Changing multiple transactions

Jeff Rizzo riz-gnucash at tastylime.net
Sun Jan 31 19:17:59 EST 2021


On 1/31/21 2:30 PM, Stephen M. Butler wrote:

> On 1/31/21 12:26 PM, Jeff Rizzo wrote:
>> On 1/31/21 12:05 PM, Stephen M. Butler wrote:
>>>
>>> PPS  Backups are mandatory.
>>
>>
>> Yeah, they will be, once I get enough useful data in there that I 
>> don't keep starting over from scratch.  Since I sent out the original 
>> email, I've realized that it's any kind of bulk editing that will 
>> require this, and turns out, apparently I really like to change 
>> multiple things at once.  I'll give it a try and see if it's worth it.
>>
>
> Oh.  Starting over from scratch?  Just train the importer (you will 
> have to do that anyway over time).  Don't let them go to the imbalance 
> account in the first place.
> If importing a CSV file, create an extra column that you call the 
> transfer account (or something like that) and put your own strings in 
> there for the different accounts.  During the import GnC will ask you 
> for the real account name for each of those strings.  It will ask only 
> once per string rather than each time it encounters that same string 
> (as would be done if matching on something else).
>

Yeah, I'm still in the "evaluate whether this is going to work for me 
long-term" phase, so reimporting isn't TOO painful.  I will try to put 
what you've suggested here into action, though I'm currently puzzling a 
little about how to with an OFX source instead of CSV - it did ask me 
the real account name, but apparently only for one side of each 
transaction?  I'll dig.

Thanks for your help,

+j


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