As stated in my original post “even after rule matching this leaves too many to do individually”, I’ve already set up all the bank rules for every re-occurring transaction after import. This is what reduced the transactions from thousands to hundreds of non-reoccurring ones.
@eko In response to “using receipt and payment rules correctly you would avoid this.” How would the program “learn” which account and payments they belong to without me telling it? Yes I think Managers rules work just fine but rules cannot be used for transactions without a common name. I find it hard to believe your clients don’t have any transactions which don’t fit in a rule unless they don’t mind being charged for hours of work for something that can be done in minutes with other programs. You say “I still think that you do not understand how to use Payment and Receipt rules.” Please explain how one would use rules to categorize the example I gave above of McDonalds, Sibylla and Dairy Queen. Maybe Manager is using advanced general AI that I just don’t know about instead of just matching names like every other program does. This obviously isn’t just my issue because only a few days later someone asked the same question Batch Update Accounts Section in Checking Account and I pointed them back to this topic. When converting to use this program, the first thing a user will do is import a year or so’s worth of bank transactions like me and be left with possibly hundreds of 1-offs that don’t fit bank rules. On a monthly basis this might be easy enough to take care of individually but not when there are hundreds. The functionality is already there on other screens to select multiple lines, if just need to be implemented on the find and recode screen. Nothing against Manager since its FOSS, I assume its being worked on but i hope what @lubos said “Find & recode is an old feature that will need to be replaced with something better. That’s why it’s so limited at this time.” I really hope isn’t true. That would leave no way to work around the problem and prevent many people from adopting Manager in the first place.
Paul_Andersen unfortunately there is no common description that would allow a rule to fire.
Patch Thats good to know but unfortunately wouldn’t help in this case. My meals example isn’t the only category that has 1-off transactions so a catch all would only mis-allocate them.