[GNC] Bulk setup of accounts?

John Ralls jralls at ceridwen.us
Fri Aug 2 23:43:51 EDT 2024


> On Aug 2, 2024, at 09:00, Bob Alei via gnucash-user <gnucash-user at gnucash.org> wrote:
> 
> Hi,
>     Noob here.  Trying to initialize my GnuCash.  I imported 7 months worth of transactions to my checking account, wanting to initialize starting Jan 1, 2024.  I didn't want to take the time during import to specify all the transfer accounts so I thought I'd go ahead and import and do that afterward.  So now I have a ton of imbalanced transactions.  I'm looking for a way to initialize them efficiently, like the way it's done with the match account tool in the import where you can select multiple transactions at once and assign accounts or notes to all of them at once.  But I can't find any way to "batch" assign accounts to transactions.  Going through them one at a time is painful.  Is that the only way?

Yes, once the transactions are created they must be edited one at a time. The other way is to delete the file and start over. This time import a month at a time and use the match dialog. After 2 or 3 imports there will be enough match info for the matcher to start matching some of the transactions automatically.

Regards,
John Ralls




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