On Sun, 31 Jan 2021 16:17:59 -0800 Jeff Rizzo <riz-gnuc...@tastylime.net> wrote:
> though I'm currently puzzling a > little about how to with an OFX source instead of CSV - it did ask me > the real account name, but apparently only for one side of each > transaction? I'll dig. You set the account name for the account for which you are doing the direct download eg "Bank Account, savings, Joe and Mary" the other parts of the transactions you provide the account name for further along the import system. You do a small fraction at a time. You train the import system with -nothing- going to Imbalance Then you put in the next fraction, and it has learnt from the first import that "Grocery Store" goes to Expenses:Groceries and slowly you get through the import process and did I remember to say SAVE and BACKUP ?? Liz _______________________________________________ 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.