That makes sense. Thanks. Will
On 21 Oct 2024, at 15:42, sunfis...@yahoo.com wrote: But not after you've imported them. You assign them during import, and that's when it learns. David T. On Oct 22, 2024, at 12:18 AM, Derek Atkins <de...@ihtfp.com <mailto:de...@ihtfp.com>> wrote: > > 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 >>> >>> >>> gnucash-user mailing list >>> gnucash-user@gnucash.org >>> To update your subscription preferences or to unsubscribe: >>> https://lists.gnucash.org/mailman/listinfo/gnucash-user >>> ----- >>> Please remember to CC this list on all your replies. >>> You can do this by using Reply-To-List or Reply-All. >> >> >> >> -- >> Derek Atkins 617-623-3745 >> de...@ihtfp.com www.ihtfp.com <http://www.ihtfp.com/> >> Computer and Internet Security Consultant >> >> >> >> gnucash-user mailing list >> gnucash-user@gnucash.org >> To update your subscription preferences or to unsubscribe: >> https://lists.gnucash.org/mailman/listinfo/gnucash-user >> ----- >> 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 ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
