Bob, you did it backwards. (the Help and Guide are clear on this from my
recollection)
The recommended workflow is to import in small increments (perhaps
monthly) adjusting account assignments and train the matching editor as
you go.
Reconcile after each small import.
This process teaches the matcher and keeps the reconciliation workload
to a reasonable and normal amount. Subsequent imports will correctly
auto-match transactions, requiring less work overall. By the time you
are done with 7 months worth of data, nearly everything would be
automatic, requiring very little intervention, and any further imports
would be just as fast or faster.
You can certainly pre-process your import file to align more with what
GnuCash is looking for, but I don't think there is any 'batch' editing
possible once the import process has begun. There is no batch
re-assignment process after the import, save for deleting an entire
account and thus being asked to re-assign the transactions contained
therein.
Regards,
Adrien
On 8/2/24 11:00 AM, Bob Alei via gnucash-user 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?
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