[GNC] Sort Transactions in Alphabetical Order, For Entering Expense Category (Account)
Adrien Monteleone
adrien.monteleone at lusfiber.net
Sun Aug 13 11:41:41 EDT 2023
When you do the import, you get to assign the existing expense accounts.
GnuCash won't create new accounts if you do this.
Note, do not try to import hundreds or thousands of transactions in one
go. The matcher needs to be trained, so it is advisable to usually
import a month at a time, reconcile, then proceed. As you train the
matcher it will save you time having to assign accounts in subsequent
imports.
Regards,
Adrien
On 8/13/23 9:13 AM, Tom Balazs wrote:
> I'm importing a large number of transactions into GnuCash. I want to speed
> up entering the expense category (account) of transactions, especially for
> credit card transactions. (I know these are called accounts in GnuCash, but
> I mean "account" like "auto expenses", and "home repair expenses", not
> "account" like "Credit Card #1", and "Checking Account #1".)
>
> There are two ways I could do that:
> 1. Create a column for account in the CSV file (exported from the
> bank's site), sort by payee name and enter account (expense category).
> Important, I need this to conform to the expense categories I created in
> GnuCash; I don't want GnuCash to automatically create new expense
> categories with the expense. That could lead to small typos creating new
> categories; e.g. "auto repair" and "auto rpeair".
> 2. Or I want to import all the transactions, and then in GnuCash sort
> by payee name, and then add expense category to 10-15 transactions at a
> time.
>
> How can I do that?
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