> On Feb 4, 2023, at 7:23 AM, Simon Roberts <si...@dancingcloudservices.com> > wrote: > > Hi all, > > I use a third party organization to run payroll, and they make two > withdrawals from my bank. One is the amount actually paid to employees (two > of us :) and the other is the sum of taxes collected from those employees, > plus the employer's tax contributions. > > Unsurprisingly, when this imports, from the bank records, it shows as two > transactions, and the tax stuff is all lumped into a single transaction. > > As yet, I've only handled this once and did it wrong anyway (I fixed it up > by hand OK though). However, in three months it'll happen again so I figure > if I ask now I could be ready to try to do it right next time. > > What I'd like--but suspect might be impossible, is to persuade the import > operation to create a split to the two accounts (payroll taxes: employer > and payroll taxes-employee). I'm not so concerned about how the money is > allocated across the split (there's really no way for the system to know > what to do about that, after all), but if there's a placeholder, that would > be a nice start. > > Or perhaps there's some other approach that I've not thought of? > > What do folks recommend?
I suggest creating a scheduled transaction that creates the splits. Make the descriptions the same as the imported transaction and the posted date and amount as close as possible. The goal is for the matcher to see that as possibly the same as the imported transaction and offer to match it instead of creating a new one. Regards, John Ralls _______________________________________________ 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.
