Thanks David and Adrian. I have an update for you.
I was able to get things working now and categorisation works better and
closer to my desirable behaviour. The only difference between earlier and
now was the time sequence on how I imported the transactions.Earlier, I
imported the statements in
> Same ’Note’ or same ‘Description’? I thought it was keying off
‘Description’.
Sorry, same 'Description'.
> Do you mean, in 5 different imports, the assignment is different each
> time, or in the same import? (creating 5 different transactions)
Here's an example,
Import 1 has the 5 same tra
> Looking over your sample file info again, are these multi-currency
transactions that aren’t being learned?
Hi Adrien,
Not really - they are just single currencies. I was surprised that the ex=
pense account assignment was not done properly for the same transaction v=
alue. I looked into the =2
> It sounds like you did not do the account assignments during the import
process, but after. The training only works during the import process, and
only for that particular bank account.
I did the account assignments during the import process, in small batches.
Yet, for the same bank account
> Did you conduct the imports in a single pass or did you import one month
(or so) at a time? The recommended procedure for several reasons (training
the importer among them) is to import in small batches.
I did my import process in small batches.
> For clarity and consistency, GnuCash doesn’t
Dear all,
I am a new user to GNUCash and I have read the Help Manual [0] and some
popular video tutorials [1]. I have also played around with the software. I
am now planning to transition to use an accounting software for full time.
Current Situation
I have 3 checking bank accounts with prior
Ok, I figured this one out eventually as I had an unintentional oversight.
The header of the CSV file is the one which caused the issue. I had to
ensure that the header is not taken into consideration by increasing the
"Leading Lines to Skip" by 1 as my CSV file had a header.
--
Sent from: http
Hi!
I am looking to import transactions from a CSV file [0] in a European Date
Format (dd.mm.). GNUCash is unable to recognise the date format. The
Date Format field in the import dialog is set to "d-m-y". The Date Format
under "Preferences" is "Locale dd.mm.". I have also tried changing i
