I suppose another approach might be to concatenate the description with the category, separated by a space, and just allow the algorithm, to learn.
> On Sep 15, 2018, at 8:27 AM, Justin H Haynes <jus...@justinhaynes.com> wrote: > > One bank I use allows me to customize a set of Categories. The categories > can have hierarchy denoted with “/“. There is a facility for static mapping > of text found in the description and the categories. > > I would like to create categories at the bank which will match the accounts > in GNUCash. In this way, I can do a simple search and replace in a > spreadsheet program to convert “/“ to “:”, and also to prepend accounts with, > for example, “Liabilities:” or “Expenses:”. The whole operation from export, > to search and replace, to exporting back to csv from a spreadsheet would take > less than a minute. > > What does the “Import Transactions from CSV” wizard expect of the contents of > fields to which one maps “Account”? Does it expect the full literal text > representing the account as I have implied in my search and replace? For > example, if Date, Description and Deposit fields are defined, and the Account > information in the csv is “Expenses:Coffee:Equipment and Maintenance”, will > this be the account specified in the imported transaction? > > Secondly, if the “Import Transactions from CSV” wizard does expect the > account in this way, will the Bayesian learning be applied to the transaction > so that it can benefit from the mapping and learn from the transactions? My > guess is that it would not, because I would expect the transactions to behave > as if they were manually specified. However, I think it would be useful to > allow it to learn from this import, because I will not always import > transactions in this way. In other words, I will likely import a few > transactions every day so that I can more easily keep up with bookkeeping. > In this case, the algorithm can benefit from a massive import when, say, I > catch up my books *before* the opening date to extend them further into the > past and do all the reconciliation needed to make that happen. > > Thanks, > > Justin > > > _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
