No you don't need to do anything for it to learn, except select the
account the transaction should be associated with when you import the
transaction so the matcher can remember that. Of course, that's only if
you haven't already entered the transaction manually (in which case you
already selected the accounts involved).
So:
- If your OFX transaction matches an existing transaction you entered
manually you have nothing to do
- If you're importing an OFX transaction that's "new" (you haven't
entered it manually) then make sure you select the accounts during the
import, not afterward. If you select the account afterward the matcher
does not get a chance to learn the correct association.
J
On 12/31/2022 1:06 PM, Simon Roberts wrote:
Thanks for this Jean, Murugan, that's very helpful (and rather impressive!)
Do I infer that I need to use the " right click on a transaction in the
transaction matching window, you can edit various fields prior to the
transaction being imported" feature so it knows I'm trying to teach it,
rather than editing after the import is complete?
Cheers,
Simon
On Sat, Dec 31, 2022 at 12:15 PM Murugan Muruganandam <
[email protected]> wrote:
Simon
GNUCash learns the transactions matching when you start input, and stores
it for future reference. Same is the case with imported files, you can view
the import map editor for details. please note you cannot directly enter
the assocation here, but you can delete any wrong association and allow
GNUCash to relearn.
it takes some time for the system to learn the associations.
Saludos Cordiales
Murugan
------------------------------
*From:* gnucash-user <gnucash-user-bounces+m.muruganandam=
[email protected]> on behalf of Simon Roberts <
[email protected]>
*Sent:* Saturday, December 31, 2022 3:20 PM
*To:* Gnucash Users<[email protected]>
*Subject:* [GNC] Autofill on import OFX?
Now that I have GC 4.13 and my imported transactions are correctly
recognized and not dumped, I have another question.
If I have a transaction with, for example, a description field of XYZ, and
I start to enter a new transaction with the same description, and then hit
tab, GC auto-fills all the rest of the fields; Transfer, Amount, Memo, etc.
This is great.
However, this behavior doesn't seem to occur with imported transactions.
To be clear, I don't expect (nor want!) it to overwrite transaction
details, but inferring the Transfer field, which is of course not specified
(nor could it be) in the OFX file, would be enormously helpful. Similarly,
copying over the most recent memo field would be good too.
Is there a way to configure this behavior, or does this constitute a
feature request?
Another question, which I think is sufficiently related to be OK to put in
the same message, is that in the system we're migrating away from
(quickbooks--washes mouth with soap and water :) there are "rules" one can
apply. For example, "if the description field of the import contains this
text, then fill out that field with that text". Is there such a mechanism
in GnuCash, and if so, what's it called (so I can read about it in
documentation)?
Thanks for all your ongoing help everyone, it's very reassuring that
there's a community as active and willing to help when making a transition
as critical as this!
Cheers,
Simon
--
Simon Roberts
(303) 249 3613
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