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 layout for
future use so you don't have to setup the layout each time.
Stephen M Butler
[email protected]
[email protected]
253-350-0166
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GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8
On 8/13/23 07:13, Tom Balazs wrote:
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
"account" like "Credit Card #1", and "Checking Account #1".)
There are two ways I could do that:
1. Create a column for account in the CSV file (exported from the
bank's site), sort by payee name and enter account (expense category).
Important, I need this to conform to the expense categories I created in
GnuCash; I don't want GnuCash to automatically create new expense
categories with the expense. That could lead to small typos creating new
categories; e.g. "auto repair" and "auto rpeair".
2. Or I want to import all the transactions, and then in GnuCash sort
by payee name, and then add expense category to 10-15 transactions at a
time.
How can I do that?
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