How to modify many transactions at once

2017-09-29 Thread Malcolm Fitzgerald
I'm just starting out with gnucash and I've imported a large number of bank 
transaction records. I now have hundreds of imbalance notices that I'd like to 
correct.  Whoops. 

Many of my transactions are scheduled payments, so I can easily discover them 
with a find. Is there a way in which I can transform a batch of transactions? 
I'd like to locate the transactions then move all of them to an account. Is 
this possible? Can it be scripted? 

thanks,

Malcolm
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Re: How to modify many transactions at once

2017-09-29 Thread Maf. King
On Friday, 29 September 2017 04:01:11 BST Malcolm Fitzgerald wrote:
> I'm just starting out with gnucash and I've imported a large number of bank
> transaction records. I now have hundreds of imbalance notices that I'd like
> to correct.  Whoops.
> 
> Many of my transactions are scheduled payments, so I can easily discover
> them with a find. Is there a way in which I can transform a batch of
> transactions? I'd like to locate the transactions then move all of them to
> an account. Is this possible? Can it be scripted?
> 
> thanks,
> 
> Malcolm

Hi Malcolm,

Welcome to GC and the mailing list.

there isn't a way to move a set of transactions all at once, with the 
exception of moving everything in one particular account. (try to delete an 
account and GC will offer to assign all the affected transaction splits to an 
alternative account) 

any scripting method would be unsupported by the Dev team, if it was even 
possible.

Your best bet might be to restore a backup file from before the import, run it 
again and do better matching as you go - or import in small chunks.  I don't 
import, but I understand that transaction mappings can be learned by GC.

HTH,
Maf.
 

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Re: How to modify many transactions at once

2017-10-02 Thread Derek Atkins
Hi,

Malcolm Fitzgerald  writes:

> I'm just starting out with gnucash and I've imported a large number of
> bank transaction records. I now have hundreds of imbalance notices
> that I'd like to correct.  Whoops.

If you're just starting out then I'd suggest you try a do-over.  These
imbalances imply that you did not assign correct Income/Expense accounts
during your import process.  The importer is the only place you can
"mass assign" transactions.  So I suggest you start over and re-do the
imports, and be sure to assign the transactions this time around.

> Many of my transactions are scheduled payments, so I can easily
> discover them with a find. Is there a way in which I can transform a
> batch of transactions? I'd like to locate the transactions then move
> all of them to an account. Is this possible? Can it be scripted?
>
> thanks,
>
> Malcolm

> 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
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