est: Import assistant, room for big improvements
On Tue, 16 Jan 2024, 2:13 pm David Cousens,
wrote:
>
> I haven't yet imported anything under v5.5. but will be catching up in
> a few days. Being able to edit/add data to the description and or memo
> fields would be something I would
there was per
transaction selection rather than all or nothing deal for that import iteration.
-Original Message-
From: David Cousens
Sent: Tuesday, January 16, 2024 1:13 AM
To: gnucash-user@gnucash.org
Subject: Re: [GNC] Feature request: Import assistant, room for big improvements
>F
On Tue, 16 Jan 2024, 2:13 pm David Cousens,
wrote:
>
> I haven't yet imported anything under v5.5. but will be catching up in a
> few
> days. Being able to edit/add data to the description and or memo fields
> would be
> something I would find useful too as the imported bank data often has
>
From memory David the import matcher process is common to all the front ends to
read different file formats. It's been a while since I went through the code
after Geert rewrote the CSV front end but I doubt that it has changed all that
much. I have found the Bayesian matcher works fairly well
I do it every OFX import. Works well. Ubuntu 23.10. GnC 5.4-117.
Need anything else? BTW, works fine, the right click.
On Mon, Jan 15, 2024, 21:12 Christopher Lam
wrote:
> Has anyone tried right click the relevant transaction(s) in the ofx or csv
> import assistant?
>
> On Tue, 16 Jan
Has anyone tried right click the relevant transaction(s) in the ofx or csv
import assistant?
On Tue, 16 Jan 2024, 12:49 pm David Carlson,
wrote:
> Which import assistant is being discussed here? The Generic assistant
> behind the OFX and QIF imports is quite limited in placing new transactions
Which import assistant is being discussed here? The Generic assistant
behind the OFX and QIF imports is quite limited in placing new transactions
into the desired account or in matching incoming transactions to correct
pre-existing transactions, but the new CSV transaction importer is better,
if
And I would call 'Amazon' the Description as Payee, and the Memo as the
item/reason for a particular split. I use Notes for info pertaining to
the entire transaction.
Would a multi-line CSV per transaction allow for inserting Memos?
Regards,
Adrien
On 1/15/24 10:17 PM, Derek Atkins wrote:
> On Jan 15, 2024, at 10:17 PM, Derek Atkins wrote:
>
>
> No, I would call that the description.
> -derek
> Sent using my mobile device. Please excuse any typos.
>
>> On January 15, 2024 23:06:07 Phyllis Bruce wrote:
>>
>> Thanks, David. I think I am being unclear. My research
No, I would call that the description.
-derek
Sent using my mobile device. Please excuse any typos.
On January 15, 2024 23:06:07 Phyllis Bruce wrote:
Thanks, David. I think I am being unclear. My research provides what you
call the transfer account for unmatched items. That's all good. It
Thanks, David. I think I am being unclear. My research provides what you
call the transfer account for unmatched items. That's all good. It is the
memo field which I use to remind me of what I did that is not available in
the reconciliation screen. For instance I want to remember that I paid
Ulrich,
There is nothing to stop you supplying the transfer account information in an
import record if it is available. There is a header which can be assigned to the
appropriate column of your input file for the transfer account.
The first time you import with a given account name in he record
Since the subject has been raised I'll add my wish:
For unmatched items I often have to do some research such as checking
Amazon to see just what it is that came in. Then I know what expense it
belongs to. However; I am not able to specify the item until I approve the
import - by which time
Hello fellow GnuCash users,
I wonder if there are plans on improving the import filter, for importing
bank transfers.
The situation now is, that some hidden engine tries to learn from doing.
But the truth is, that even after one year of importing bank transfers, I
have to check every single
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