Frank, On the first point, I'd note that the books in question are mine; changing the transaction date from MY date to the bank's date would seem to contradict that.
I was unaware that the matcher would match transactions that have different amounts. That seems worrying. Generally speaking, if I've entered my own description (whether by manually entering it, by a scheduled transaction, or use autofill), I prefer to use MY description. Why else would I have done that work in the first place? I don't know about common practice in the EU (which I believe is your location), but my experience in the US is that the bank's descriptions are meaningless machine mumbo jumbo that begin with a transaction code that precludes any meaningful grouping of transactions by description. Accepting the bank's descriptions over my own never made any sense to me. David T. -------- Original Message -------- From: "Frank H. Ellenberger" <frank.h.ellenber...@gmail.com> Sent: Sun Apr 12 18:05:59 GMT+05:30 2020 To: David Carlson <david.carlson....@gmail.com>, "D." <sunfis...@yahoo.com> Cc: Gnucash Users <gnucash-user@gnucash.org>, "Eric H. Bowen" <e...@ehbowen.net> Subject: Re: [GNC] Keeping Imported Transactions from Overwriting Data? Hi, Am 11.04.20 um 19:49 schrieb David Carlson: > David T, > > You are right. I too am not sure why the (U)pdate option overwrites the > text of the existing transaction, but I think that it usually is offered as > the default when the date of the matched transaction is not the same as the > imported transaction, and possibly when the importer tries to match to a > transaction with a slightly different value. Like you I usually prefer to > keep the existing text. There have been reasons why the update option is preferred: Date: You give the order on Friday, but the bank executes it on Monday. Amount: You use the teller machine of a third party, which charges higher fees than expected. Description: You enter a short description, but the bank completes it by e.g. additional SEPA details, .... or you have a scheduled transaction bank->expense:rent with a description "Monthly rent", but the real transaction has "Rent for <month> <year>" Question: what are the use cases, where it is the other way? > I get lazy with trying to match everything during the import when the clock > is running and Gnucash will soon be wanting to interrupt me with an > automatic save, so I often just let everything come in and sort it out > later. I have set autosave to once per day and save manually after finishing logical units. Regards Frank _______________________________________________ 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.
