David, Geert, Thank you for this helpful guidance. I hope to try this soon.
Regards, Patrick On Mon, Mar 25, 2019 at 5:18 AM Geert Janssens <geert.gnuc...@kobaltwit.be> wrote: > Op zondag 24 maart 2019 02:47:37 CET schreef David Cousens: > > > Patrick, > > > > > > When the Transaction is opened with the split button, the Description > field > > > name should change to Memo. There are other changes in the headings as > > > described in the documentation ( > > > https://www.gnucash.org/docs/v3/C/gnucash-help/trans-multi-enter.html). > If > > > my understanding is correct, each split of a transaction has its own Memo > > > field while the Description field is attached to the transaction which > > > consists of 2 or more splits. The same description should also come up if > > > you open the transaction in another register that there is a split to. > You > > > can enter different information in the Memo field if you wish. > > > > > > I think the importer matches on the Description field for the > transaction by > > > tokenizing its content and matching to the tokenized forms of the > > > description field of existing transactions which is weighted along with > the > > > matching of amounts, dates, etc. I don't think the Memo field is involved > > > in matching AFAIK but I haven't checked the code out to see. Geert may be > > > able to comment on that as he is more familiar with the code than I am. > > > > > > I think you can specify the Memo field in the multisplit format as well > as > > > the Description field. I am away from home at the moment so I can't check > > > for sure. > > > > > > David > > > > That explains it very well indeed. > > > > In short: transactions have a description, splits have a memo. If you want > each individual split to have some descriptive information, you can add > this in the memo field (which is also supported by the importer). If you > want the whole transaction to have some descriptive information, you can > add this in the transaction's description field. > > > > And as David says, the csv importer will use the description field (and > all other transaction related fields) to determine transaction boundaries. > As the memo fields is a related to splits its contents will not affect this > boundary detection. > > > > Geert > _______________________________________________ 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.