Hi Jean,
In my workflow it's not a drawback for me as I don't want matches
recorded, at least as we probably all do, I use Ebay and Amazon a lot.
And I end up buying things destined for a diverse set of accounts
(classifications) that can't be determined by the matcher. Perhaps five
to ten different accounts from a vendor that sells a wide range of
stuff. Unlike say Albertsons, Kroger etc will always be a single
account; groceries.
I put them in the UnAccountedFor2020 specifically so I can easily add
the memo text. That way it's a bit easier to find transactions I want to
add memos too, rather than searching around the register for the
imported transactions I want to add the memo too..
++ "I too would love to be able to add a note to the imported info
*in* the matching dialog, rather than having to go to the register
after the import to add notes... "
I wonder how many folks enter additional text to transactions? Maybe
easier to ask who doesn't?
c ya... - Jeff
On 8/5/2020 10:37 AM, Jean Laroche wrote:
One drawback of your workflow is that GC does not learn how to better
match incoming OFX transactions to your accounts, because you're doing
that outside of the import matcher...
I guess you move them to UnAccountedFor2020 so you can go back to them
at a later time, and take your time importing them to the right
account...
I too would love to be able to add a note to the imported info *in*
the matching dialog, rather than having to go to the register after
the import to add notes...
J.
On 8/5/20 10:28 AM, Jeff Albrecht wrote:
Devs and users,
I want to add a short text entry somewhere on many of my transactions
that are being imported and matched. Specifically if I bought some
goodie, dodad or whatnot from ePay or Amizoned I'd like to add what
the item was in my GNUCash check register.
_My Current Workflow_
Ignore monthly reminders to import .OFX
Do six to twelve months at a time
Download the .OFX from my bank
Import the .OFX
Match obvious like Netflix, utilities, grocers etc... that don't need
a memo.
Move the remaining unmatched transactions into a temporary register,
for instance 'UnAcountedFor2020' where I can add some arbitrary text
to a memo or description field.
Then lookup transactions on the vendor websites and try to jog my
memory what a a transaction was actually for. This may be handy for
reordering, or explaining to my Accountant. For instance in the
following image replacement nozzles for my pressure washer, this text
string was copied from the vendor, Amazon, orders list item
description. Copy and Paste.
Next I highlight the UnAccountedFor2020 and utilize the 4.x partial
pattern matcher which again, is so COOL, such a time saver. (Maybe
have a short list at the top of the picker of the last ten accounts
selected? This would leave my hand on the mouse for many of the
transactions)
I continue this until the UnAccountedFor2020 register is empty.
I've noticed that the yellow line which has the 'UnAccountedFor2020'
is always blank in the memo/description. I put my desired text there.
_Enhancement_
If during the .OFX import matching some input box that I could enter
my memo/description text would appear as I pick the proper matching
account. Again that yellow line that has the desired target account
is always blank in the memo/description and may be the likely
candidate for the text target. If I could ad that user inputted text
during the import transaction matching I wouldn't need to move
desired transactions for memo/description into a temporary register
as I do in my current work flow.
c ya... - Jeff
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