IIRC, the qif importer is (or was, in the 2.6.x series) somewhat clunky when it came upon an unknown 'other' account or category. It may have needed a nudge to place it correctly into the account tree. I don't think it dumped everything into some imbalance file without giving the user a chance make a better choice. Fo me, I last used that feature about a decade ago, so I could be wrong.
David Carlson On Mon, Feb 18, 2019, 4:01 PM Adrien Monteleone < adrien.montele...@lusfiber.net wrote: > I thought the importer prompted you to create new accounts, no? Certainly > the register does if I enter a new one or mistype an existing one. > > You can import accounts by themselves. (though not easily via export from > Quicken) > > Do an export on your current accounts to get the CSV structure, then use > that as a guide to add your new accounts in bulk. How you get them into > that CSV, either via some other export that you modify or typing them out > is up to you. > > As for selecting accounts in the drop down, you don’t have to type the > entire account path. > > You only need to type those characters that are unique to that level of > the tree which is usually only the first two or three letters of each level. > > Per your example, “Ex:Ut:Ga” will likely get you to Expense:Utilites:Gas > fairly quickly. > > I believe this shortcut is covered in the Help Manual. > > Regards, > Adrien > > > On Feb 17, 2019, at 9:26 AM, Stephen <s...@stephenjpidcock.com> wrote: > > > > I couldn't find a way to practical way import new transactions, say QFX, > into > > an account, say a new Credit Card Account, and easily create new Expense > > Accounts from either the Generic Import Transaction Matcher or the Credit > > Card Account. > > > > Even Quicken 2002 makes matching transactions to non setup accounts a > > breeze. Perhaps a separate Memorized Transaction List window where > > transactions and their accounts could be created, assigned or reassigned. > > > > There is no shortcut to create a new account. There is no extensive list > of > > shortcuts in the documentation. > > > > When you try to search if there is an exiting account within the GITM or > > within an account "Account" drop-down column to change from Imbalance, > one > > needs to type the whole "Expense:Utilites:Gas" instead of "Gas". > > > > Has anyone else struggled with the GITM? For example, it took me some > time > > just to realize that the Window itself, does not open to default > maximized > > (Windows 7 o/s) and the A, U+R, R, Info columns might be missed if you > > didn't know to drag the window open. > > > > Anyone starting without Quicken files, who would like to import hundreds > of > > transactions and easily creating new sub accounts might find it easier > with > > a "Memorized Transaction List" window. > > > > _______________________________________________ > 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. > _______________________________________________ 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.
