If you make a mistake or error in import, are you going back to Bayesian matcher to tell it that a mistake was made? Those is via 'Tools' -> 'Import Match Editor' navigation .... There is also 'Show matched information' check box that gives you everything on both sides of the transaction. If you select 'U+C' or 'C', you can also double click on it to give you more information on all matching transactions.
-----Original Message----- From: Christopher Lam <christopher....@gmail.com> Sent: Tuesday, January 16, 2024 1:56 AM To: davidcousen...@gmail.com Cc: GnuCash users group <gnucash-user@gnucash.org> Subject: Re: [GNC] Feature request: Import assistant, room for big improvements On Tue, 16 Jan 2024, 2:13 pm David Cousens, <davidcousen...@gmail.com> 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 limited info about what the purchase was for (Bis) have you tried right click the transaction(s) during the import matching process? > > > David Cousens > > > > > On Mon, 2024-01-15 at 22:48 -0600, 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 > > 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. > > > > > > > > _______________________________________________ > 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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