OFX import

bock@step.polymtl.ca bock@step.polymtl.ca
Sat, 14 Dec 2002 12:53:10 -0500


En réponse à Greg Stark <gsstark@mit.edu>:

> 
> I just tried out the OFX import. This is the first time I can really use
> GnuCash since my bank never supported QIF files. So I'm not sure if I'm
> going
> to propose a new feature or report a bug.
> 
> Every transaction was listed as unbalanced. I had to manually go through
> every
> transaction selecting an account to balance it with. Is it supposed to work
> this way?
> 
> It seems once I enter an transaction with a description "Foo" GnuCash should
> default every subsequent transaction with that description to the same
> account. I think 90% of my transactions would be automatically handled if it
> did this.
> 
> Is it supposed to do this already and just didn't work for me? Or is this
> planned in the future? Or do others not think it should work this way? How
> does quicken et al handle this?

It will remember the match, but only on subsequent imports.  We currently don't
reprocess the list everytime the user makes a change (at the time I feared for
performance).  However, I suppose we could do it, on callback return if the user
changed the account.  This souldn't cause too much of a performace hit.  The
list could then be processed starting from the current transaction, and every
transaction after that with an auto selected balancing account (or no account
selected) could be re-matched.

I suggest you file it as a RFE, and assign it to me.  I should get it into 1.8.1
(I'm not home this weekend, and after this weekend's release, it may be too late
to touch anything that isn't obviously as bug).