Hello, Adrien, and welcome to MusicBrainz!
On 2024-04-14 13:03, Adrien Laveau wrote:
Hello community,
I uploaded 5 years worth of bank account transaction to gnu-cash.
I would like the apply the same transfer information to all the
transactions having the same description and keep applying it automatically
to all future transaction.
It sounds like you want to do two different things:
1. Change the details ("transfer column info") which you have already
imported into your book file to match your desired contents.
2. Ensure that GnuCash uses your desired contents for future
transactions which you enter into GnuCash using the "same description".
I don't have easy suggestions for #1, except to go through transactions
one by one and correct them. It may be tedious, but you only have to do
it once. (I have a difficult suggestion: to edit the GnuCash XML book
file. This is dangerous but sometimes effective. It requires skills in
working with XML and file formats.)
For #2, GnuCash automatically fills in the contents of a transaction by
matching the Description text you type in to the most recent transaction
with that same Description text. So, to get new transactions to match
your desired content, first edit the most recent existing transaction
with that description to match your desired content. Then, when you
enter a new transaction, type in the same Description text, and let
GnuCash fill in the content from the most recent transaction into your
new transaction.
See the /GnuCash Manual/, section 6.2.1. *Entering Directly in the
Register Window*
<https://gnucash.org/docs/v5/C/gnucash-manual//trans-enter.html#trans-reg-enter>
for more information.
Do these future transactions happen one a predictable schedule? You
might also find it useful to make Scheduled Transactions to enter
them. See the /GnuCash Manual/, section 6.13. *Scheduling Transactions*
<https://gnucash.org/docs/v5/C/gnucash-manual//trans-sched.html> for
more information on using scheduled transactions.
I found old topics about that saying it had to be done manually. Has it changed?
I am not sure which "old topics" you are referring to, nor what "it" you
mean, which has to be done manually. Do you mean old messages to the
gnucash-user list? It would help if you could link to the specific
messages in the list archives
<https://lists.gnucash.org/pipermail/gnucash-user/>.
_______________________________________________
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.
