On 1/31/21 2:30 PM, Stephen M. Butler wrote:
On 1/31/21 12:26 PM, Jeff Rizzo wrote:
On 1/31/21 12:05 PM, Stephen M. Butler wrote:
PPS Backups are mandatory.
Yeah, they will be, once I get enough useful data in there that I
don't keep starting over from scratch. Since I sent out the original
email, I've realized that it's any kind of bulk editing that will
require this, and turns out, apparently I really like to change
multiple things at once. I'll give it a try and see if it's worth it.
Oh. Starting over from scratch? Just train the importer (you will
have to do that anyway over time). Don't let them go to the imbalance
account in the first place.
If importing a CSV file, create an extra column that you call the
transfer account (or something like that) and put your own strings in
there for the different accounts. During the import GnC will ask you
for the real account name for each of those strings. It will ask only
once per string rather than each time it encounters that same string
(as would be done if matching on something else).
Yeah, I'm still in the "evaluate whether this is going to work for me
long-term" phase, so reimporting isn't TOO painful. I will try to put
what you've suggested here into action, though I'm currently puzzling a
little about how to with an OFX source instead of CSV - it did ask me
the real account name, but apparently only for one side of each
transaction? I'll dig.
Thanks for your help,
+j
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