[GNC] Import is finding no matching transactions

Thepwnd thepwnd at protonmail.com
Tue May 31 11:17:49 EDT 2022


Hi all,

I wanted to circle back on this issue that I opened a couple weeks ago.  I came down with the flu, as did the rest of my family, so I haven't had a chance to look at this again until this weekend.  Also, I'm not sure if I'm creating the response to the mailing list in the most optimal way, but I can't find any specific instructions other than to change the subject line when replying, so please let me know if there's something else I should be doing.

With that out of the way, I was able to figure out what the problem was.  Apparently my importer tool wasn't able to find any matches because the source account is locked as my "Checking Account," but when I setup my accounts initially - and I'm not sure this was the correct way to do it - I ended up creating a bunch of subaccounts for all of my expense categories.  My intention was to be able to see a running balance in each category, but I also don't think I understand how to fully utilize the budget feature in GnuCash.  At any rate, I updated one of my transactions to set the source account to the main/root checking account, rather than the subaccount, and now the importer is able to find a match for it.

So I guess I have a few follow-up questions: 1) Can I use the budget feature in GnuCash to see an active balance for a given expense category, or does the budget only tell me how much money I've spent in that category for the given time period? 2) Is there a way to either change the source account on an import (I'm not sure how it automatically detected the Checking Account in the first place) or to perform a mass update to the source account on my transactions?

Thanks,
-Aaron


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