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, <david.carlson....@gmail.com> wrote: > 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 harder to configure optimally. Also, I think they all have changed in > recent GnuCash releases, so tell us which release you are currently using. > > I doubt that the Generic assistant can be improved very much unless it is > completely rewritten. > > > On Mon, Jan 15, 2024 at 10:26 PM Phyllis Bruce <pobruc...@gmail.com> > wrote: > > > 👍 > > > > > > > On Jan 15, 2024, at 10:17 PM, Derek Atkins <de...@ihtfp.com> 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 <pobruc...@gmail.com> > 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 > 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 > > >> Amazon for *smart plugs*, or Sandi paid me $70 for *her share of > > groceries > > >> at Christmas*. Would you call that the "action"? > > >> > > >> On Mon, Jan 15, 2024 at 3:21 PM David Cousens < > davidcousen...@gmail.com > > > > > >> wrote: > > >> > > >>> 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 you > > will > > >>> be > > >>> asked to specify the internal GnuCash account to which it > corresponds. > > >>> After > > >>> that it will be matched to that account. > > >>> > > >>> The Bayesian process only assigns a probable account in cases where > the > > >>> import > > >>> record does not specify the transfer account. > > >>> > > >>> David Cousens > > >>> > > >>>> On Mon, 2024-01-15 at 20:17 +0100, Ulrich Grün wrote: > > >>>> 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 transaction, since errors keep occurring. > > If I > > >>>> miss an error, this transaction is put in the wrong ledger account. > > >>>> > > >>>> E-boekhouden.nl uses an import assistant where you can specify a > > ledger > > >>>> account number, other keywords and/or amounts of money. The import > > >>>> assistant puts the transactions into the right ledger account, with > > far > > >>>> less errors than with GnuCash. In fact, only where a specific > keyword, > > >>>> leger number or amount is missing, or where no import rule is made > > for a > > >>>> specific payment, the transaction has to be placed into the right > > general > > >>>> ledger by hand. > > >>>> > > >>>> Have a nice day! > > >>>> > > >>>> -- > > >>>> नमस्ते (Namasté), > > >>>> Ulrich > > >>>> > > >>>> > > >>> > > > ¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø > > >>>> ¤º°`°º¤ø > > >>>> > > >>>> " Can't talk to you without talking to me; we're guilty of the same > > old > > >>>> thing. > > >>>> Thinking a lot about less and less, and forgetting the Love we > > >>>> bring " > > >>>> [Grateful Dead, in: 'Althea'] > > >>>> > > >>>> > > >>> > > > ¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø > > >>>> ¤º°`°º¤ø > > >>>> Mijn blog: ✡ theskepticaltheist.eu ✡ > > >>>> _______________________________________________ > > >>>> 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. > > >>> > > >> _______________________________________________ > > >> 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. > > > > > -- > 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. > _______________________________________________ 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. 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