[GNC] Thank you to developers
William Prescott
will at theprescotts.com
Mon Oct 21 19:19:34 EDT 2024
That makes sense. Thanks.
Will
On 21 Oct 2024, at 15:42, sunfish62 at yahoo.com wrote:
But not after you've imported them. You assign them during import, and that's when it learns.
David T.
On Oct 22, 2024, at 12:18 AM, Derek Atkins <derek at ihtfp.com <mailto:derek at ihtfp.com>> wrote:
>
> Theoretically you can "train" it...
> -derek
>
> On Mon, October 21, 2024 4:54 pm, William Prescott wrote:
>> I used a .qfx file. It didn't occur to me to right-click on them and I
>> didn't see that in my short perusal of the documentation. I always try
>> things first, then read the documentation later or not at all. Sometimes
>> that bites me.
>>
>> Will it remember assignments next time?
>>
>> Best wishes,
>> Will
>>
>> On 21 Oct 2024, at 14:45, Derek Atkins <derek at ihtfp.com> wrote:
>>
>> Which import mechanism did you use?
>> For QIF, there is a mapper from QIF Account and Payee/Memo to target
>> Income/Expense account.
>> For OFX and CSV, the importer has a way to assign them, but you need to
>> right-click on each line to assign the account.
>> -derek
>>
>> On Mon, October 21, 2024 4:25 pm, William Prescott wrote:
>>> I have used Gnucash since 2011-01-01. I had never used the import
>>> function
>>> until this past weekend. I always made all the entries manually. But I
>>> recently realized that my bank allows downloading transactions in qfx
>>> format and I decided to try it.
>>>
>>> It was a good time to do so. I recently returned from a trip where I
>>> used
>>> Apple Pay on my phone to pay for everything. So every minor thing I did
>>> was a separate transaction. I had 72 lines on my credit card statement.
>>>
>>> I imported it into Gnucash with no problem. The only thing that could
>>> have been better was setting the account for all of the transactions.
>>> One
>>> side was the credit card account and that worked fine. But it set the
>>> other side to "Imbalance-USD". I didn't see a way to change that on all
>>> of
>>> them before the import. So I went through and changed them all manually
>>> after the import. It was still a lot easier than entering them manually.
>>>
>>> In hindsight, I think I probably could have imported just one of them,
>>> set
>>> the account correctly on it. Then imported the rest and it might have
>>> known better what to do with them.
>>>
>>> I any event, learning to use the import function was a big time saver
>>> that
>>> I will make more use of in the future. And I wanted to thank the
>>> developers for providing it.
>>>
>>> Thank you.
>>>
>>> Best wishes,
>>> Will
>>>
>>>
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>>
>>
>> --
>> Derek Atkins 617-623-3745
>> derek at ihtfp.com www.ihtfp.com <http://www.ihtfp.com/>
>> Computer and Internet Security Consultant
>>
>>
>>
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