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 <de...@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
> de...@ihtfp.com www.ihtfp.com
> Computer and Internet Security Consultant
>
>
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--
Derek Atkins 617-623-3745
de...@ihtfp.com www.ihtfp.com
Computer and Internet Security Consultant
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