Re: [GNC] Sort Transactions in Alphabetical Order, For Entering Expense Category (Account)

2023-08-13 Thread Tom Balazs
According to John Ralls: "Several others have answered the question already: Import small pieces, a month or two at a time, until the matcher gets it mostly right, then move to larger pieces. This is another common issue to users coming to GnuCash from Quicken and there's a longer explanation at

Re: [GNC] Sort Transactions in Alphabetical Order, For Entering Expense Category (Account)

2023-08-13 Thread John Ralls
Please remember to copy the list on all replies. No smackdown intended. You really need to understand basic accounting in order to use GnuCash effectively, and thinking that accounts in GnuCash are somehow equivalent to Quicken's categories is a common mistake for those new to GnuCash.

Re: [GNC] Sort Transactions in Alphabetical Order, For Entering Expense Category (Account)

2023-08-13 Thread Stephen M. Butler
See if your bank or CC company offers download in OFX format.  In a couple of cases I've been forced to use CSV format.  In both cases use small batches at first to train the matcher so it learns what transactions go to which accounts. Note that with the CSV you will need to save the format

Re: [GNC] Sort Transactions in Alphabetical Order, For Entering Expense Category (Account)

2023-08-13 Thread john
> On Aug 13, 2023, at 07:13, Tom Balazs wrote: > > (I know these are called accounts in GnuCash, but > I mean "account" like "auto expenses", and "home repair expenses", not > "account" like "Credit Card #1", and "Checking Account #1".) That indicates that you don't understand double-entry

Re: [GNC] Sort Transactions in Alphabetical Order, For Entering Expense Category (Account)

2023-08-13 Thread Adrien Monteleone
When you do the import, you get to assign the existing expense accounts. GnuCash won't create new accounts if you do this. Note, do not try to import hundreds or thousands of transactions in one go. The matcher needs to be trained, so it is advisable to usually import a month at a time,

[GNC] Sort Transactions in Alphabetical Order, For Entering Expense Category (Account)

2023-08-13 Thread Tom Balazs
I'm importing a large number of transactions into GnuCash. I want to speed up entering the expense category (account) of transactions, especially for credit card transactions. (I know these are called accounts in GnuCash, but I mean "account" like "auto expenses", and "home repair expenses", not