Or failing that, a search and replace function?
On Fri, 5 May 2023 at 01:08, Paul Kroitor <p...@kroitor.ca> wrote:
> Correction:
>
> So for example, an incoming bank transaction:
>
> TF 2023 2034-302 D $100
>
> Could be automatically changed to:
>
> Transfer to Fred Monthly Alimony D $100
>
> The first facility adds the "Monthly Alimony" counter-account, and the
> second does the description change ("TF 2023 2034-302" => Transfer to
> Fred).
>
> (Note the key fixed typo at the end of the previous line!)
> Sorry for the confusion.
>
> -----Original Message-----
> From: gnucash-user <gnucash-user-bounces+paul=kroitor...@gnucash.org> On
> Behalf Of Paul Kroitor
> Sent: Thursday, May 4, 2023 8:04 PM
> To: gnucash-user@gnucash.org
> Subject: [GNC] Memorized Payees (aka Import Map) vs Renaming Rules
>
> Hi, I have two (mildly) related questions, but I will post them separately,
> so the threads don't get confused.
>
>
>
> Quicken has two facilities upon transaction import that interact with each
> other:
>
> 1. Suggests a counter account (Quicken calls some of them
> categories) based upon what was done with earlier transactions with the
> same
> characteristics.
>
> 2. Translates the bank-supplied description entry into something
> more friendly (Quicken call these "Renaming Rules").
>
>
>
> So for example, an incoming bank transaction:
>
>
>
> TF 2023 2034-302 D $100
>
>
>
> Could be automatically changed to:
>
>
>
> Transfer to Fred Monthly Alimony D $100
>
>
>
> The first facility adds the "Monthly Alimony" counter-account, and the
> second does the description change ("TF 2023 2034-302" => Monthly Alimony).
>
>
>
> My question is this: Gnucash does the first part well with its Import Map
> feature. Is there anything that can do the second part for me?
>
>
>
> Thanks as always for all help,
>
> Paul
>
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