Thanks John, this makes sense. I'll try it in 3 months. Cheers, Simon
On Sat, Feb 4, 2023 at 10:17 AM john <jra...@ceridwen.us> wrote: > > 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 > > -- Simon Roberts (303) 249 3613 _______________________________________________ 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.
