Op donderdag 28 maart 2019 20:18:57 CET schreef David Carlson: > I would like to add that the generic importer shows the memos of matched > existing transactions rather than the descriptions on the page where > incoming transactions are matched to existing since it better fits the > notion of matching to the base 'split' account. I presume that the > improved CSV importer follows that behavior. > That part of the importer hasn't been touched. So it should still be as it was in GnuCash 2.6.
Regards, Geert > David Carlson > > On Mon, Mar 25, 2019 at 8:35 PM Patrick <plafr...@gmail.com> wrote: > > 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 _______________________________________________ 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.
