[GNC] Bulk setup of accounts?

[Daniel Sheffield]

Hi Bob,

I'm not exactly sure what you mean by "batch assign" accounts to
transactions.
As stated by others and in my experience, it seems like this is not
possible after import.

However, I know import dialog allows *selecting multiple transactions*
(ctrl + click) and then you can right-click (or however you get a context
menu) and select an account.
As stated by others, the auto matcher is pretty good, and I usually do each
transaction one at a time. HOWEVER, I did get frustrated with this at one
point and accidentally discovered that I can assign multiple transaction to
an account at once.

Only during import though.

I note that the import dialogs are all different, so I can't speak to any
but CSV and OFX only.
The CSV and OFX import dialog allows selecting multiple transactions and
assigning during import for sure (v4.4 of GnuCash).
Overall, I find the CSV importer is the "best" - so if you can export in
that format I would choose that - just takes a bit more set up - you will
want to save the config for each flavour of CSV export you get.
OFX is easiest - but I've seen weirdness (transactions being missed
entirely even though they are in the OFX) - it's probably not a GnuCash
issue as when I monkey with the txn id then it works...

[image: image.png]

I would try start over and import just a couple of months, then try import
the rest in one go via CSV.
One of my banks only offers all-time CSV export (or some other weird
format), so I use that and gnucash handles it fine so far (past
transactions already imported are detected just fine).
The all-time data goes back a couple of years now.

In your case, once the auto-matcher is primed with the first couple of
months, I suspect it could handle the remaining months just fine.
Then you shouldn't find it too painful to allocate one-at-time (or in small
batches using multiple select as I suggest above).

Hope this helps,
Daniel S

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On Sat, Aug 3, 2024 at 3:23 PM 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?
> Thanks!
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