[GNC] Use same transfer column info for identical description

[Jim DeLaHunt]

Hello, Adrien, and welcome to MusicBrainz!

On 2024-04-14 13:03, Adrien Laveau wrote:
> Hello community,
>
> I uploaded 5 years worth of bank account transaction to gnu-cash.
>
> I would like the apply the same transfer information to all the
> transactions having the same description and keep applying it automatically
> to all future transaction.

It sounds like you want to do two different things:

 1. Change the details ("transfer column info") which you have already
    imported into your book file to match your desired contents.
 2. Ensure that GnuCash uses your desired contents for future
    transactions which you enter into GnuCash using the "same description".

I don't have easy suggestions for #1, except to go through transactions 
one by one and correct them. It may be tedious, but you only have to do 
it once. (I have a difficult suggestion: to edit the GnuCash XML book 
file. This is dangerous but sometimes effective. It requires skills in 
working with XML and file formats.)

For #2, GnuCash automatically fills in the contents of a transaction by 
matching the Description text you type in to the most recent transaction 
with that same Description text. So, to get new transactions to match 
your desired content, first edit the most recent existing transaction 
with that description to match your desired content. Then, when you 
enter a new transaction, type in the same Description text, and let 
GnuCash fill in the content from the most recent transaction into your 
new transaction.

See the /GnuCash Manual/, section 6.2.1. *Entering Directly in the 
Register Window* 
<https://gnucash.org/docs/v5/C/gnucash-manual//trans-enter.html#trans-reg-enter> 
for more information.

Do these future transactions happen one a predictable schedule? You 
might also find it useful to make Scheduled Transactions to enter 
them. See the /GnuCash Manual/, section 6.13. *Scheduling Transactions* 
<https://gnucash.org/docs/v5/C/gnucash-manual//trans-sched.html> for 
more information on using scheduled transactions.


> I found old topics about that saying it had to be done manually. Has it changed?

I am not sure which "old topics" you are referring to, nor what "it" you 
mean, which has to be done manually. Do you mean old messages to the 
gnucash-user list? It would help if you could link to the specific 
messages in the list archives 
<https://lists.gnucash.org/pipermail/gnucash-user/>.