Re: [GNC] View Transactions After Importing from CSV
Thank you. I filed the bug at https://bugs.gnucash.org/show_bug.cgi?id=799269 On Thu, Apr 4, 2024 at 9:06 PM Christopher Lam wrote: > Hi, enhancements should be logged in bugs.gnucash.org > > On Fri, 5 Apr 2024, 8:56 am Tom Balazs, wrote: > >> >I think it already does that for the Scheduled Transactions. It says >> something like, oh some time has passed, would you like me to create these >> transactions which you created in the Scheduled Transaction window. Okay, >> here is a register page showing the transactions I just created. >> >> I have already set up some Scheduled Transactions. So often when I open >> GnuCash it gives me a "Since Last Run" window. That gives me some >> information about the transactions it is going to create. At the bottom of >> that window is a checkbox which says, "Review Created Transactions". If I >> check that box, then GnuCash will take me to the main app and there is a >> tab named "Created Transactions". There I can see the transactions which >> were just created. >> >> That is what I want to see for Imported Transactions. >> >> >> >> >> On Tue, Apr 2, 2024 at 12:45 PM Tom Balazs >> wrote: >> >> > Yes, I see that. >> > But I mean that GnuCash should take me to a tab that looks like how it >> > displays the results of a Find Transaction. It opens a Register page and >> > shows only the matching transactions. >> > I think it already does that for the Scheduled Transactions. It says >> > something like, oh some time has passed, would you like me to create >> these >> > transactions which you created in the Scheduled Transaction window. >> Okay, >> > here is a register page showing the transactions I just created. >> > >> > >> > >> > On Fri, Dec 22, 2023 at 12:35 PM Kalpesh Patel >> > wrote: >> > >> >> During the actual importation process, GNC always shows a confirmation >> >> dialogue box to take an action on all transaction it found. This is >> where >> >> you get a chance to select 'A' to add transaction, 'U+C' to update and >> >> clear matched one, 'C' to clear existing matched one, or select >> nothing and >> >> do nothing with that transaction. This is automatic -- ie there is >> nothing >> >> needs to be done, either via setting or manually, to trigger it to >> come up >> >> during every import. Note that if a transaction is matched >> incorrectly, you >> >> can check either 'U+C' or 'C" and then double clicking on it will >> bring up >> >> another dialogue box with a list of transactions it believe matches or >> are >> >> similar from which you can select on that it should match with. >> >> >> >> -Original Message- >> >> From: Tom Balazs >> >> Sent: Friday, December 22, 2023 7:02 AM >> >> To: Post to GnuCash User >> >> Subject: [GNC] View Transactions After Importing from CSV >> >> >> >> I'm using Financisto+ on my Android phone. So I am often exporting >> >> transactions from that, and importing them into GnuCash. Is there an >> option >> >> where I can view the transactions I just imported? So they appear on >> one >> >> page, as if I did a Find in GnuCash. I think I came across that once, >> but I >> >> can't find it again. >> >> >> >> Tom >> >> >> >> >> >> >> ___ >> gnucash-user mailing list >> gnucash-user@gnucash.org >> To update your subscription preferences or to unsubscribe: >> https://lists.gnucash.org/mailman/listinfo/gnucash-user >> - >> 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 - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] View Transactions After Importing from CSV
Hi, enhancements should be logged in bugs.gnucash.org On Fri, 5 Apr 2024, 8:56 am Tom Balazs, wrote: > >I think it already does that for the Scheduled Transactions. It says > something like, oh some time has passed, would you like me to create these > transactions which you created in the Scheduled Transaction window. Okay, > here is a register page showing the transactions I just created. > > I have already set up some Scheduled Transactions. So often when I open > GnuCash it gives me a "Since Last Run" window. That gives me some > information about the transactions it is going to create. At the bottom of > that window is a checkbox which says, "Review Created Transactions". If I > check that box, then GnuCash will take me to the main app and there is a > tab named "Created Transactions". There I can see the transactions which > were just created. > > That is what I want to see for Imported Transactions. > > > > > On Tue, Apr 2, 2024 at 12:45 PM Tom Balazs wrote: > > > Yes, I see that. > > But I mean that GnuCash should take me to a tab that looks like how it > > displays the results of a Find Transaction. It opens a Register page and > > shows only the matching transactions. > > I think it already does that for the Scheduled Transactions. It says > > something like, oh some time has passed, would you like me to create > these > > transactions which you created in the Scheduled Transaction window. Okay, > > here is a register page showing the transactions I just created. > > > > > > > > On Fri, Dec 22, 2023 at 12:35 PM Kalpesh Patel > > wrote: > > > >> During the actual importation process, GNC always shows a confirmation > >> dialogue box to take an action on all transaction it found. This is > where > >> you get a chance to select 'A' to add transaction, 'U+C' to update and > >> clear matched one, 'C' to clear existing matched one, or select nothing > and > >> do nothing with that transaction. This is automatic -- ie there is > nothing > >> needs to be done, either via setting or manually, to trigger it to come > up > >> during every import. Note that if a transaction is matched incorrectly, > you > >> can check either 'U+C' or 'C" and then double clicking on it will bring > up > >> another dialogue box with a list of transactions it believe matches or > are > >> similar from which you can select on that it should match with. > >> > >> -Original Message- > >> From: Tom Balazs > >> Sent: Friday, December 22, 2023 7:02 AM > >> To: Post to GnuCash User > >> Subject: [GNC] View Transactions After Importing from CSV > >> > >> I'm using Financisto+ on my Android phone. So I am often exporting > >> transactions from that, and importing them into GnuCash. Is there an > option > >> where I can view the transactions I just imported? So they appear on one > >> page, as if I did a Find in GnuCash. I think I came across that once, > but I > >> can't find it again. > >> > >> Tom > >> > >> > >> > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > 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 - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] View Transactions After Importing from CSV
>I think it already does that for the Scheduled Transactions. It says something like, oh some time has passed, would you like me to create these transactions which you created in the Scheduled Transaction window. Okay, here is a register page showing the transactions I just created. I have already set up some Scheduled Transactions. So often when I open GnuCash it gives me a "Since Last Run" window. That gives me some information about the transactions it is going to create. At the bottom of that window is a checkbox which says, "Review Created Transactions". If I check that box, then GnuCash will take me to the main app and there is a tab named "Created Transactions". There I can see the transactions which were just created. That is what I want to see for Imported Transactions. On Tue, Apr 2, 2024 at 12:45 PM Tom Balazs wrote: > Yes, I see that. > But I mean that GnuCash should take me to a tab that looks like how it > displays the results of a Find Transaction. It opens a Register page and > shows only the matching transactions. > I think it already does that for the Scheduled Transactions. It says > something like, oh some time has passed, would you like me to create these > transactions which you created in the Scheduled Transaction window. Okay, > here is a register page showing the transactions I just created. > > > > On Fri, Dec 22, 2023 at 12:35 PM Kalpesh Patel > wrote: > >> During the actual importation process, GNC always shows a confirmation >> dialogue box to take an action on all transaction it found. This is where >> you get a chance to select 'A' to add transaction, 'U+C' to update and >> clear matched one, 'C' to clear existing matched one, or select nothing and >> do nothing with that transaction. This is automatic -- ie there is nothing >> needs to be done, either via setting or manually, to trigger it to come up >> during every import. Note that if a transaction is matched incorrectly, you >> can check either 'U+C' or 'C" and then double clicking on it will bring up >> another dialogue box with a list of transactions it believe matches or are >> similar from which you can select on that it should match with. >> >> -----Original Message----- >> From: Tom Balazs >> Sent: Friday, December 22, 2023 7:02 AM >> To: Post to GnuCash User >> Subject: [GNC] View Transactions After Importing from CSV >> >> I'm using Financisto+ on my Android phone. So I am often exporting >> transactions from that, and importing them into GnuCash. Is there an option >> where I can view the transactions I just imported? So they appear on one >> page, as if I did a Find in GnuCash. I think I came across that once, but I >> can't find it again. >> >> Tom >> >> >> ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] View Transactions After Importing from CSV
It is set to: QIF import: Default Transaction Status: Not Cleared On Tue, Apr 2, 2024 at 6:59 PM David Carlson wrote: > Tom, > > Take a look at your setting for Edit > Preferences > Import > Default > transaction status. In earlier releases (Release 4.x) the explanation > suggested that only came into play for QIF imports but it may apply to CSV > imports as well in the new CSV importer, I am not sure. > > On Tue, Apr 2, 2024 at 11:46 AM Tom Balazs wrote: > >> Yes, I see that. >> But I mean that GnuCash should take me to a tab that looks like how it >> displays the results of a Find Transaction. It opens a Register page and >> shows only the matching transactions. >> I think it already does that for the Scheduled Transactions. It says >> something like, oh some time has passed, would you like me to create these >> transactions which you created in the Scheduled Transaction window. Okay, >> here is a register page showing the transactions I just created. >> >> >> >> On Fri, Dec 22, 2023 at 12:35 PM Kalpesh Patel >> wrote: >> >> > During the actual importation process, GNC always shows a confirmation >> > dialogue box to take an action on all transaction it found. This is >> where >> > you get a chance to select 'A' to add transaction, 'U+C' to update and >> > clear matched one, 'C' to clear existing matched one, or select nothing >> and >> > do nothing with that transaction. This is automatic -- ie there is >> nothing >> > needs to be done, either via setting or manually, to trigger it to come >> up >> > during every import. Note that if a transaction is matched incorrectly, >> you >> > can check either 'U+C' or 'C" and then double clicking on it will bring >> up >> > another dialogue box with a list of transactions it believe matches or >> are >> > similar from which you can select on that it should match with. >> > >> > -Original Message- >> > From: Tom Balazs >> > Sent: Friday, December 22, 2023 7:02 AM >> > To: Post to GnuCash User >> > Subject: [GNC] View Transactions After Importing from CSV >> > >> > I'm using Financisto+ on my Android phone. So I am often exporting >> > transactions from that, and importing them into GnuCash. Is there an >> option >> > where I can view the transactions I just imported? So they appear on one >> > page, as if I did a Find in GnuCash. I think I came across that once, >> but I >> > can't find it again. >> > >> > Tom >> > >> > >> > >> ___ >> gnucash-user mailing list >> gnucash-user@gnucash.org >> To update your subscription preferences or to unsubscribe: >> https://lists.gnucash.org/mailman/listinfo/gnucash-user >> - >> Please remember to CC this list on all your replies. >> You can do this by using Reply-To-List or Reply-All. >> > > > -- > David Carlson > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] View Transactions After Importing from CSV
Tom, Take a look at your setting for Edit > Preferences > Import > Default transaction status. In earlier releases (Release 4.x) the explanation suggested that only came into play for QIF imports but it may apply to CSV imports as well in the new CSV importer, I am not sure. On Tue, Apr 2, 2024 at 11:46 AM Tom Balazs wrote: > Yes, I see that. > But I mean that GnuCash should take me to a tab that looks like how it > displays the results of a Find Transaction. It opens a Register page and > shows only the matching transactions. > I think it already does that for the Scheduled Transactions. It says > something like, oh some time has passed, would you like me to create these > transactions which you created in the Scheduled Transaction window. Okay, > here is a register page showing the transactions I just created. > > > > On Fri, Dec 22, 2023 at 12:35 PM Kalpesh Patel > wrote: > > > During the actual importation process, GNC always shows a confirmation > > dialogue box to take an action on all transaction it found. This is where > > you get a chance to select 'A' to add transaction, 'U+C' to update and > > clear matched one, 'C' to clear existing matched one, or select nothing > and > > do nothing with that transaction. This is automatic -- ie there is > nothing > > needs to be done, either via setting or manually, to trigger it to come > up > > during every import. Note that if a transaction is matched incorrectly, > you > > can check either 'U+C' or 'C" and then double clicking on it will bring > up > > another dialogue box with a list of transactions it believe matches or > are > > similar from which you can select on that it should match with. > > > > -Original Message- > > From: Tom Balazs > > Sent: Friday, December 22, 2023 7:02 AM > > To: Post to GnuCash User > > Subject: [GNC] View Transactions After Importing from CSV > > > > I'm using Financisto+ on my Android phone. So I am often exporting > > transactions from that, and importing them into GnuCash. Is there an > option > > where I can view the transactions I just imported? So they appear on one > > page, as if I did a Find in GnuCash. I think I came across that once, > but I > > can't find it again. > > > > Tom > > > > > > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > -- David Carlson ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] View Transactions After Importing from CSV
Yes, I see that. But I mean that GnuCash should take me to a tab that looks like how it displays the results of a Find Transaction. It opens a Register page and shows only the matching transactions. I think it already does that for the Scheduled Transactions. It says something like, oh some time has passed, would you like me to create these transactions which you created in the Scheduled Transaction window. Okay, here is a register page showing the transactions I just created. On Fri, Dec 22, 2023 at 12:35 PM Kalpesh Patel wrote: > During the actual importation process, GNC always shows a confirmation > dialogue box to take an action on all transaction it found. This is where > you get a chance to select 'A' to add transaction, 'U+C' to update and > clear matched one, 'C' to clear existing matched one, or select nothing and > do nothing with that transaction. This is automatic -- ie there is nothing > needs to be done, either via setting or manually, to trigger it to come up > during every import. Note that if a transaction is matched incorrectly, you > can check either 'U+C' or 'C" and then double clicking on it will bring up > another dialogue box with a list of transactions it believe matches or are > similar from which you can select on that it should match with. > > -Original Message- > From: Tom Balazs > Sent: Friday, December 22, 2023 7:02 AM > To: Post to GnuCash User > Subject: [GNC] View Transactions After Importing from CSV > > I'm using Financisto+ on my Android phone. So I am often exporting > transactions from that, and importing them into GnuCash. Is there an option > where I can view the transactions I just imported? So they appear on one > page, as if I did a Find in GnuCash. I think I came across that once, but I > can't find it again. > > Tom > > > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] View Transactions After Importing from CSV
During the actual importation process, GNC always shows a confirmation dialogue box to take an action on all transaction it found. This is where you get a chance to select 'A' to add transaction, 'U+C' to update and clear matched one, 'C' to clear existing matched one, or select nothing and do nothing with that transaction. This is automatic -- ie there is nothing needs to be done, either via setting or manually, to trigger it to come up during every import. Note that if a transaction is matched incorrectly, you can check either 'U+C' or 'C" and then double clicking on it will bring up another dialogue box with a list of transactions it believe matches or are similar from which you can select on that it should match with. -Original Message- From: Tom Balazs Sent: Friday, December 22, 2023 7:02 AM To: Post to GnuCash User Subject: [GNC] View Transactions After Importing from CSV I'm using Financisto+ on my Android phone. So I am often exporting transactions from that, and importing them into GnuCash. Is there an option where I can view the transactions I just imported? So they appear on one page, as if I did a Find in GnuCash. I think I came across that once, but I can't find it again. Tom ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] View Transactions After Importing from CSV
I'm using Financisto+ on my Android phone. So I am often exporting transactions from that, and importing them into GnuCash. Is there an option where I can view the transactions I just imported? So they appear on one page, as if I did a Find in GnuCash. I think I came across that once, but I can't find it again. Tom ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
