Re: What does "Update and Reconcile" update?

2017-12-11 Thread D via gnucash-user
U+R "updates and reconciles" the information in the transaction with the information in the OFX entry. If you like your information ( like the description), then choose R only. I usually prefer the latter. David On December 10, 2017, at 9:57 PM, Donald Pellegrino

Re: What does "Update and Reconcile" update?

2017-12-10 Thread David Carlson
I always save the file just before importing so I can just close without saving after an import if I don't like the result. My experience has been that the U+R function in GnuCash adds something either to the Description or to the Notes line besides changing the date and possibly even the amount

What does "Update and Reconcile" update?

2017-12-10 Thread Donald Pellegrino
When importing transactions, the "Generic import transaction matcher" dialog provides "A," "U+R," and "R" columns. These columns each contain check-marks but are mutually exclusive in their selection. It is not clear to me which fields of the transaction will be changed, and in which ways, when