Re: Re: How to assign transaction to accounts automatically.
-BEGIN PGP SIGNED MESSAGE- Hash: SHA256 This would be a nice enhancement. I suspect that for the developers (not me) there are a lot of issues hidden in this. I suggest limiting it to keeping the account type the same or at least warn the user if not. Your example is for a simple transaction. What should be done with splits? Is the feature to be limited to changing only one of the splits? Is only the account to be changed or should changes in descriptions and notes be allowed? What about the reconciliation field? Dale -BEGIN PGP SIGNATURE- Version: FlowCrypt 5.3.0 Gmail Encryption flowcrypt.com Comment: Seamlessly send, receive and search encrypted email wsFcBAEBCAAQBQJajY/0CRBIElv/N0x5XwAAEwkP/3/G9lrQpq0JPWUtcZdQ 6Q91T6MXSjcfMSy/Ew+wgWdd+tx4jQu6G3wgGeyKQy4xesP7UTZw8bEmV5+m ie+6kzMQD6wlIRqLiDmlQ26uvad1KEfy7bxrDhzXP2GKAk/9gj8ijBvrDPMC CZIftSSfMjg/KcA/z/CMcP5ocDuzZ7fRK930bRetPxES2wUUNOUZ2V/ku7Wz YB6Uusd+gSYuglLBzlJZoLWt23kQsiW6yL82KXjn+YtLbOQuIMNAzb1Vs4PS uT1PykpKVSUiB/xs7cBCPaIPldNS8EWI3YlydExulb8Kh6IWdNThWyTcXMs1 Mq9PWUQuQMbsExTRqtuSbw/hSkKeecVSKzq8y75OzZG3/S4IP2+GfMunHZeS t3DVN2BGmjXO72vACq+lEtE3UAJhnFFq0k80ktBY0wg+08GCwEDxTW6LsF34 8gTTcBl0nyuVTN5a5Rk1ILjU8/xSzGp/jyqLMbOLAjFLSCOZdyEEFBLSyRDD Avnrmi3I0Srp5jPirC0acvCFL3Io1cYf5L1nE5uD8Qg+SvlbV7S0Gg4OcOrE W9ZaSSX65N11CS6jLiEyxBADCOc98xvkNAn+DYW1UkdRyPTT539sCwpA7/rJ K46UYzfkmXpdbKkzGfaCBkLBU+2c9kzvdqcSWHIr64EO/uCMmoMXxWs97Trk exgb =d18B -END PGP SIGNATURE- -BEGIN PGP PUBLIC KEY BLOCK- Version: CryptUp 4.3.6 Gmail Encryption https://cryptup.org Comment: Seamlessly send, receive and search encrypted email xsFNBFjfIkUBEAC+IJ+2lfvw7NOBXkkZP6XJNYjd9u2CxSN9Q7xAlztloTdO Bm4v2c6/+OsUtEaiMr4RNQgqsg7QW69XVHQW82skRslmIU2MHDFpUSBIT6/D Cf8j1Iwh8qTKXGXCY9Z9RQ2NtEFvgeTvRoDgCuh3BmunGetvZF+482beIS9l ++WvoTMSlJ4H15AsKWa+MMYnU+j5YTHckb/c1knoXdefDae1iqcLvEBGieg2 0+GNcCn/g8TQ/CRfzVBdoW5XNWVaWt1nmG6HX4l82clHmjGR0/7diWX0iek6 HlmQhq9IUuAj5crSsMKhYHNuBEtBZtv7DFd/D/kuo1zT6B6l+11OV6pKYk/x MDiwwxGMlL+Mr11p/iGxOzynqaIR89/tnJ/xXTa1Dq4BmUymQc2gBI8VxVFE NCI8xu9qcpQ/6S4BSVs9dIu20EtkkUM/uIFzUfEGZlFX73HK6VzfO1HuOIqD PUJZlegTLldtI8d+Y+ZrP5+Bs2vghVosXvw75b3K3vTg6plNz6olP7P0Cddy NbnEec50fkTtAFYuo3y+JT02F5jTKKe0ppyAj97heujqJc1eMYObKhOHYZIk dUdPA0bZlnUjnUo7KGNJKLrKQA4YGlY/7mQOGW9oCyNrll7B2a5TmHQu63fm whnhtvh/37OuvD4uFT2pWAoBWW1H/SEHALW5uwARAQABzSJEYWxlIEFsc3Bh Y2ggPGFsc3BhY2hkZUBnbWFpbC5jb20+wsF1BBABCAApBQJY3yJGBgsJBwgD AgkQSBJb/zdMeV8EFQgCCgMWAgECGQECGwMCHgEAAGHGD/96Fuqpvieiz9vR EoM5j2VJM8JcVzR/GGObyFif2dt+ph4+izrRHwhqIfugeNGY7FejrGHPK47Y no8oaE+KuYQ0CZ/GB/dMVhqhxn/1nvhZ5WseymCOvSKJ5ZVHwAwJTDyct5RW ErfPQhjaI5MKqkcbY+a4j4T8WhQNAP8BAKVdEvXBkNSsdtGd5Q40KigolkyL LHGG4jfJi0cicOp+kfeuHNG51tv15FvM0grHFxufldA5LOkBOezWHS0OxEAx V3SUt7ZJzxR+dkcIuN/jL+BsAM84ineA3yfZqgJ9iRzmB+9luEYCmpC0sx2e mG4L3aCGYVZJ6RyBrcN9tCtZSAOcs3ogoGNvFIW7kC7t260z9fUHkCQQGyAO 6WLOpxekjVkKyOKtQg+JZX5zKFI04UVgzja3KKpM1kMM2Umdur4/sjTVD6ej /9liKqxZiHP9gmhECBRrtHdcTs7B5PSRI66exk38EVWyQ4dBfwre1M/k8aRQ Ug1C/xsJVncEf3BSeidSNPuOM5QcGpJfRpkMUnoLXy5kNFF34fqg83gR0TS4 hV726yPAI0nLVt1xSOcYPiHOau3vIqBDLAgChmmGFVK8w+cJiXrClhKbwAL/ /IL/iC/cle+oY1fsRFD1K0TXeuycxYUXTaDuk06XiJmE9yzwntT3sQ/X61MO rN9YlqQg9c7BTQRY3yJFARAAphaeT0CRa7+K1GfhJFHv/cMBQxVV3JK8ozPY UdJtcHrOwnuAgO5KdeDuS+VvXNukUuvP2Q0NQomO0Orm+N9a8JsP6Ud4NpZH HHzBX7y/fbA5cLaLwC4fd37VhfjiQ6nAJFKZc2SguMTp1oSq9IcXIP3sSKQ1 2NG+7zsI3mgxbL9oRI7ps0K2S9Kpq7TeNUhgD5VOTVDL1nf9+LfIa4DNQ4PM 4DMsPCIqkAFYkjP58eQ9k4O1IqrQC7mWCERJA6FZLfbYSr9iSv3R8D0xkZjw uDqDXAHmrvKMx1DKd7TSLDcuuF8d1SuoAKM+LlyNEoGgzgMkEJ4/7RIh2Cly izR+0Kc4JPqMmhlAy8+MR0bA4eUc849nCeftkZa0ndAuUvZj1X68QuPxepFU hqLv2kPwFCTP7JBqC8WaiCIx1Gk3qLcXKmeVuAC/DbXYtRhqROnOgsD1lW0+ bA3t6Y2oZT7FklZq+o1ewmZtrQEJo1cbU9BXxY2t5zmD8IE2oT+UQeFa5AK7 DquKpkaUOdu4ktF5L4cwAJaSMz8TqEZJ4eImBF4ztMqiZRko75DfEEcaJJIl X+m07YyiT6N+I6YO33nc6zwdMwjCggTol1b50wXfbZKwyB3boViIb19+Ih/d wGulMRWLdP0f5I0fmAJzX6naNOpk138dZoY3PFAnNyNreaEAEQEAAcLBXwQY AQgAEwUCWN8iSgkQSBJb/zdMeV8CGwwAABJKD/4qy1Etp4opkQHEWfGCVUlJ GT+fafPnLDArcTWvMp53C8LeHRL9ks9obFFe8o5sMASiJa0WLo9G5Z8by2h6 D+AizkDYjxehoO+YjP0S6kr8dp1/mQ0UO6LifJ2yMdNyAoST5QpEDU5dBJV5 LT5s6D+YC5b2n3KraFsjgiesdfWKXV8WnMBrv6pnOKGfTDqRqdifuAU0gQk0 C3ghuVePYo9Bn/PHU8Ph1E1EtmMN3Ma9m+Zl/vbJRqqpgyV0BbP8wfTq03h2 o/1GfhKE59B3WlLH5BD5eA3r5cevg/mVtY01YoZGNAkiDs+2CCotVklPHroR g8WYMu+pBTyg1B9uCkwVeV5TzG2IKiz+WeHhWiRnL0m3nDsG1unEy1sEQNPs 4lXOX2zknqOmWhIc0FT0F3CjH9cOVH6mQW/1X8fdvnaitRXkfswQ3+l4UUmT CzDkPY3xJXD0jrKZOl0p4dfyY0+VQJFJlCSiiwXGEJ0oRBQKKx43bePM3rPk CFW9rUfoqdJmYT79fK616iroq0+zhDI+S3C4N6OlkJCMpqMPjaf671asD21h gSy01PFANpJdx9lHejLewR8vgjJL922j1XjyHpAJGjnNv1tHa493JUY7NA0I mtOBiu4gdzm4VT5Wa3/o1ltZxQJz0W2ehj0QuV6zXFMqoagZhBn6oYXqKpZL kA== =qtc5 -END PGP PUBLIC KEY BLOCK- ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember
Re: How to assign transaction to accounts automatically.
jeffrey blackwrites: [snip] > Derek could probably write a Python script in his sleep to do the > corrections, if he ever sleeps. Personally I don't think that he ever > does sleep (:-))!! His up-time is longer than the servers. So that is > not an option. A) I do sleep (although my Avatar is almost-always-online) B) I don't do Python -- I think it's a horrible language, and specifically whomever thought that syntactic whitespace was a good thing should be summarily tarred, feathered, and then shot. C) Having said all that, I wholeheartedly agree that pre-processing files, when possible, can get you a really great outcome. But this is easier with QIF and OFX-Download, not with OFX-DC. I don't recall what the OP is using. -derek -- Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory Member, MIT Student Information Processing Board (SIPB) URL: http://web.mit.edu/warlord/PP-ASEL-IA N1NWH warl...@mit.eduPGP key available ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: How to assign transaction to accounts automatically.
Hans, On Wed, February 21, 2018 8:49 am, Hans Deragon wrote: > Thank you all for your quick responses. It is nice to discover that > GnuCash's mailing list is very alive. > > I am currently shopping for an Open Source personal financial-accounting > software. I do not mind the double entry, but it bugs me that I cannot > reassign accounts at will, easily. I would rephrase this as "cannot reassign multiple transactions at once". You *can* easily reassign a single transaction pretty easily, but if you want to rebalance your account tree -- you're right, it's much easier to go from too many accounts to fewer accounts (when you delete an account you can reassign, en-masse, all of its transactions to another account). [snip] > GnuCash seams missing a feature for this kind of scenario. I would like > to propose the following feature: > > Search and Replace accounts assignments. > > Dialog box that allows to search for transactions matching > their description with a user provided expression and allow > to change the accounts to which they are assigned to. > > The feature should support: > > - Normal and extended regular expressions (default normal). > - Limit search/reassignments to one or more accounts (default current > account only). > - Limit search/reassignments within a time interval (default -infinty > to +infinity). > > Should I open an issue against GnuCash regarding this feature request? > Is it something the developers will consider or it goes against the > philosophy of GnuCash? I think it's a great idea, and I look forward to your patch or pull request that implements it! Welcome to GnuCash! > Best regards, > Hans Deragon -derek > 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 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 If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: How to assign transaction to accounts automatically.
Thank you all for your quick responses. It is nice to discover that GnuCash's mailing list is very alive. I am currently shopping for an Open Source personal financial-accounting software. I do not mind the double entry, but it bugs me that I cannot reassign accounts at will, easily. Since I am starting, I have only a vague clue of the accounts I want to create. I am sure that in a few months, I will want to reassign transactions to different accounts, go more granular probably. This is normal for new users who are discovering the tool. For instance, one user might start putting all automobile related transactions under the account "Automobile". But after a few months of usage, discovers that it would be preferable to have "Automobile:Gasoline", "Automobile:Repairs", "Automobile:Lease", etc... There is no mean in GnuCash to reassign previous transactions with description "Shell" to "Automobile:Gasoline". Yet, for me, this kind of feature is basic and expected from personal financial-accounting software. GnuCash seams missing a feature for this kind of scenario. I would like to propose the following feature: Search and Replace accounts assignments. Dialog box that allows to search for transactions matching their description with a user provided expression and allow to change the accounts to which they are assigned to. The feature should support: - Normal and extended regular expressions (default normal). - Limit search/reassignments to one or more accounts (default current account only). - Limit search/reassignments within a time interval (default -infinty to +infinity). Should I open an issue against GnuCash regarding this feature request? Is it something the developers will consider or it goes against the philosophy of GnuCash? Best regards, Hans Deragon On 2018-02-20 07:39, Hans Deragon wrote: > Greetings, > > New user here. I downloaded 500 transactions from my credit card bank > site, all assigned to 'Imbalanced-CAD'. Now, how can I set rules to > automatically assign transactions to a specific account? For instance, > any transaction with "^ESSO.*" or "^SHELL.*" must be reassigned to > Car:Gasoline. I fail to find that information on the web, except that > when importing, GnuCash trains itself and does that automatically at the > next import. > > But what about my 500 transactions that are already imported? What > about if one wants to reassign transactions to another account, after a > month of careful thinking? Does a user have to go through all > transactions manually? > > As a workaround, is it possible to convert the GnuCash file into Unicode > and use scripting languages to manipulate the transactions, then convert > it back to its binary format? > > Using GnuCash 2.6.12 on Ubuntu 16.04 LTS. > > Best regards, > Hans Deragon > > > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > signature.asc Description: OpenPGP digital signature ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: How to assign transaction to accounts automatically.
On 2/20/2018 10:03 AM, Edward Bridges wrote: > If you downloaded the transactions in QIF format, you may find this tool > interesting: > > https://github.com/Kraymer/qifqif > > I have used for about a year now and it's really effective at categorizing > transactions to the correct account before importing. > > > On Tue, Feb 20, 2018, at 10:09 AM, John Ralls wrote: >> >>> On Feb 20, 2018, at 4:39 AM, Hans Deragonwrote: >>> >>> Greetings, >>> >>> New user here. I downloaded 500 transactions from my credit card bank >>> site, all assigned to 'Imbalanced-CAD'. Now, how can I set rules to >>> automatically assign transactions to a specific account? For instance, >>> any transaction with "^ESSO.*" or "^SHELL.*" must be reassigned to >>> Car:Gasoline. I fail to find that information on the web, except that >>> when importing, GnuCash trains itself and does that automatically at the >>> next import. >>> >>> But what about my 500 transactions that are already imported? What >>> about if one wants to reassign transactions to another account, after a >>> month of careful thinking? Does a user have to go through all >>> transactions manually? >>> >>> As a workaround, is it possible to convert the GnuCash file into Unicode >>> and use scripting languages to manipulate the transactions, then convert >>> it back to its binary format? >>> >>> Using GnuCash 2.6.12 on Ubuntu 16.04 LTS. >> No, GnuCash does not train itself: You have to train it. You do that by >> assigning the transactions to accounts during import. That’s what that >> dialog with all of the yellow was about. Your best course of action is >> to go to the backup from before the import and start over. >> >> Otherwise, yes, the only way to change transactions is one-at-a-time. >> You can speed it up a bit using the Edit>Find to select a group of >> transactions that you want to change to a particular. You’ll get a >> editable register and you can just go down the list changing each >> transfer account. >> >> Regards, >> John Ralls >> >> ___ >> gnucash-user mailing list >> gnucash-user@gnucash.org >> To update your subscription preferences or to unsubscribe: >> https://lists.gnucash.org/mailman/listinfo/gnucash-user >> If you are using Nabble or Gmane, please see >> https://wiki.gnucash.org/wiki/Mailing_Lists for more information. >> - >> 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 > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. Hans: I assume you are using the OFX/QFX importer. As Derek recommends you have a choice of either reverting your data back to before the import and then correctly assign the transactions (preferably with a small number of transactions at a time) or manually reassign all 500 and then proceed to retrain the importer for all future transactions. If you revert back to a previous backup, you will also have to re-enter all transactions entered after that import. Derek could probably write a Python script in his sleep to do the corrections, if he ever sleeps. Personally I don't think that he ever does sleep (:-))!! His up-time is longer than the servers. So that is not an option. Also personally, I have grown tired of the downloads I get from my financial institutions, all "YELLING" at me with payee names that are not human friendly when I forget to enter a transaction first. I have been bludgeoning a Perl script to make the downloaded OFX/QFX files more friendly. IE. "^SHELL.*" will be replaced with "Shell Gas". If you have just a few names to change, you can easily use a search & replace with a good text editor or awk/sed on all future downloaded OFX/QFX files, and QIF for that matter. It will bypass what the Bayesian logic has already learned. Doesn't solve your current 500 transactions problem I know but; will make your books more readable if you neglect to enter a transaction in the future. Just my 2 U.S. cents worth. --JEffrey Black M.B.A. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: How to assign transaction to accounts automatically.
If you downloaded the transactions in QIF format, you may find this tool interesting: https://github.com/Kraymer/qifqif I have used for about a year now and it's really effective at categorizing transactions to the correct account before importing. On Tue, Feb 20, 2018, at 10:09 AM, John Ralls wrote: > > > > On Feb 20, 2018, at 4:39 AM, Hans Deragonwrote: > > > > Greetings, > > > > New user here. I downloaded 500 transactions from my credit card bank > > site, all assigned to 'Imbalanced-CAD'. Now, how can I set rules to > > automatically assign transactions to a specific account? For instance, > > any transaction with "^ESSO.*" or "^SHELL.*" must be reassigned to > > Car:Gasoline. I fail to find that information on the web, except that > > when importing, GnuCash trains itself and does that automatically at the > > next import. > > > > But what about my 500 transactions that are already imported? What > > about if one wants to reassign transactions to another account, after a > > month of careful thinking? Does a user have to go through all > > transactions manually? > > > > As a workaround, is it possible to convert the GnuCash file into Unicode > > and use scripting languages to manipulate the transactions, then convert > > it back to its binary format? > > > > Using GnuCash 2.6.12 on Ubuntu 16.04 LTS. > > No, GnuCash does not train itself: You have to train it. You do that by > assigning the transactions to accounts during import. That’s what that > dialog with all of the yellow was about. Your best course of action is > to go to the backup from before the import and start over. > > Otherwise, yes, the only way to change transactions is one-at-a-time. > You can speed it up a bit using the Edit>Find to select a group of > transactions that you want to change to a particular. You’ll get a > editable register and you can just go down the list changing each > transfer account. > > Regards, > John Ralls > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > 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 If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: How to assign transaction to accounts automatically.
Hi, Hans Deragonwrites: > Greetings, > > New user here. I downloaded 500 transactions from my credit card bank > site, all assigned to 'Imbalanced-CAD'. Now, how can I set rules to > automatically assign transactions to a specific account? For instance, > any transaction with "^ESSO.*" or "^SHELL.*" must be reassigned to > Car:Gasoline. I fail to find that information on the web, except that > when importing, GnuCash trains itself and does that automatically at the > next import. There are no rule-based modifications. It's all about training. > But what about my 500 transactions that are already imported? What > about if one wants to reassign transactions to another account, after a > month of careful thinking? Does a user have to go through all > transactions manually? Yes, you will. Or you can "restart" -- revert back to before the import, and then assign the imports correctly the "first" time. > As a workaround, is it possible to convert the GnuCash file into Unicode > and use scripting languages to manipulate the transactions, then convert > it back to its binary format? No. But you could use the Python bindings to write a script against the GnuCash API and manipulate them that way. > Using GnuCash 2.6.12 on Ubuntu 16.04 LTS. > > Best regards, > Hans Deragon > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. -derek -- Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory Member, MIT Student Information Processing Board (SIPB) URL: http://web.mit.edu/warlord/PP-ASEL-IA N1NWH warl...@mit.eduPGP key available ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: How to assign transaction to accounts automatically.
> On Feb 20, 2018, at 4:39 AM, Hans Deragonwrote: > > Greetings, > > New user here. I downloaded 500 transactions from my credit card bank > site, all assigned to 'Imbalanced-CAD'. Now, how can I set rules to > automatically assign transactions to a specific account? For instance, > any transaction with "^ESSO.*" or "^SHELL.*" must be reassigned to > Car:Gasoline. I fail to find that information on the web, except that > when importing, GnuCash trains itself and does that automatically at the > next import. > > But what about my 500 transactions that are already imported? What > about if one wants to reassign transactions to another account, after a > month of careful thinking? Does a user have to go through all > transactions manually? > > As a workaround, is it possible to convert the GnuCash file into Unicode > and use scripting languages to manipulate the transactions, then convert > it back to its binary format? > > Using GnuCash 2.6.12 on Ubuntu 16.04 LTS. No, GnuCash does not train itself: You have to train it. You do that by assigning the transactions to accounts during import. That’s what that dialog with all of the yellow was about. Your best course of action is to go to the backup from before the import and start over. Otherwise, yes, the only way to change transactions is one-at-a-time. You can speed it up a bit using the Edit>Find to select a group of transactions that you want to change to a particular. You’ll get a editable register and you can just go down the list changing each transfer account. Regards, John Ralls ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: How to assign transaction to accounts automatically.
Excellent question! On Tue, Feb 20, 2018 at 7:39 AM, Hans Deragonwrote: > Greetings, > > New user here. I downloaded 500 transactions from my credit card bank > site, all assigned to 'Imbalanced-CAD'. Now, how can I set rules to > automatically assign transactions to a specific account? For instance, > any transaction with "^ESSO.*" or "^SHELL.*" must be reassigned to > Car:Gasoline. I fail to find that information on the web, except that > when importing, GnuCash trains itself and does that automatically at the > next import. > > But what about my 500 transactions that are already imported? What > about if one wants to reassign transactions to another account, after a > month of careful thinking? Does a user have to go through all > transactions manually? > > As a workaround, is it possible to convert the GnuCash file into Unicode > and use scripting languages to manipulate the transactions, then convert > it back to its binary format? > > Using GnuCash 2.6.12 on Ubuntu 16.04 LTS. > > Best regards, > Hans Deragon > > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > 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 If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
How to assign transaction to accounts automatically.
Greetings, New user here. I downloaded 500 transactions from my credit card bank site, all assigned to 'Imbalanced-CAD'. Now, how can I set rules to automatically assign transactions to a specific account? For instance, any transaction with "^ESSO.*" or "^SHELL.*" must be reassigned to Car:Gasoline. I fail to find that information on the web, except that when importing, GnuCash trains itself and does that automatically at the next import. But what about my 500 transactions that are already imported? What about if one wants to reassign transactions to another account, after a month of careful thinking? Does a user have to go through all transactions manually? As a workaround, is it possible to convert the GnuCash file into Unicode and use scripting languages to manipulate the transactions, then convert it back to its binary format? Using GnuCash 2.6.12 on Ubuntu 16.04 LTS. Best regards, Hans Deragon signature.asc Description: OpenPGP digital signature ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.