I believe that the Online ID section deals only with assigning a Gnucash account to the account designation presented by the file being imported. It’s more of a one-time assignment vs. ‘matching’ .
The Bayesian and Non-Bayesian sections deal with matching incoming transactions to the secondary account in gnucash (the primary gnucash account is already determined by the online ID). So if you’re being directed to the filter operation, that’s just external transaction to gnucash second split account information. So you should be able to search as directed to find the accounts associated with the Not Found messages. -- Dave Reiser dbrei...@icloud.com > On Jan 11, 2021, at 5:50 PM, Kalpesh Patel <kalpesh.pa...@usa.net> wrote: > > This is what I was looking for. It worked, thanks to both David's responses > on providing the procedure. It is actually good that I get an opportunity to > map to the proper account when I am importing it in next time as opposed to > figuring it out manually. > > Another side question on this ... when I was in that dialogue box it > mentioned that there were few invalid mapping and to see them I had to use a > filter of 'Map Account NOT found'. I didn't see any button to filter when I > clicked 'Online' radio button. Is that correct function? I do see an input > field at the bottom when Bayesian is selected. > > ---------------------------------------------------------------------- > > Message: 1 > Date: Sat, 9 Jan 2021 17:13:32 -0500 > From: David Reiser <dbrei...@icloud.com> > To: Kalpesh Patel <kalpesh.pa...@usa.net> > Cc: gnucash-user@gnucash.org > Subject: Re: [GNC] OFX matched account and unmatching it manually > Message-ID: <6f2e5d35-4b8c-49be-b490-87a372839...@icloud.com> > Content-Type: text/plain; charset=utf-8 > > Tools>Import Map Editor > select the Online radio button > then select and delete the incorrect connection > > You don?t get to edit it. Next time you import an ofx file for that account, > the dialog you showed will reappear. Pick the correct account. > -- > Dave Reiser > dbrei...@icloud.com > > > > > >> On Jan 9, 2021, at 5:08 PM, Kalpesh Patel <kalpesh.pa...@usa.net> wrote: >> >> Hi all, >> >> >> >> I normally download OFX files and then import those downloaded >> transactions into GnuCash. When a new account is encountered in the >> import process, a dialog box shows up (see attached pic) that allows >> you to set the 'Account Name' in GnuCash that is mapped to and >> 'Account ID' that is downloaded in the ofx file. I somehow cannot >> figure out how-to bring that dialog box up after the fact, and then >> make corrections to it, specifically to unmap existing one and then remap > it to another 'Account ID', if necessary? >> >> >> >> Any help is appreciated. >> >> >> >> Have a happy, healthy, safe and prosperous new year. >> >> >> >> Kalpesh. >> >> >> >> >> >> <tempsnip.jpg>_______________________________________________ >> gnucash-user mailing list >> gnucash-user@gnucash.org >> To update your subscription preferences or to unsubscribe: >> https://lists.gnucash.org/mailman/listinfo/gnucash-user >> If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. >> ----- >> Please remember to CC this list on all your replies. >> You can do this by using Reply-To-List or Reply-All. > > > > ------------------------------ > > Message: 2 > Date: Sat, 9 Jan 2021 16:21:08 -0600 (CST) > From: David Cousens <davidcous...@bigpond.com> > To: gnucash-user@gnucash.org > Subject: Re: [GNC] OFX matched account and unmatching it manually > Message-ID: <1610230868218-0.p...@n4.nabble.com> > Content-Type: text/plain; charset=us-ascii > > Kalpesh > Tools->Import Map Editor will bring up a dialog. If you select the > Non-Bayesian you can delete but not add or edit entries for CSV import. The > online radio button allows you to similarly edit the onlineId entries which > AFAIK are what are used to match external accounts to the GnuCash internal > accounts for OFX importing . I do not import online at all and these have > been set for the imports I do from OFX files downloaded from my bank. Again > you can delete but not add or edit the entries and reset them in the next > import. > > David > > > > ----- > David Cousens > -- > Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html > > > ------------------------------ > > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
