[GNC-dev] import map editor

[Stefan Mueller]

thx, that helps a lot.

will raise a bug

it's always the last three rows in the CSV what don't contain transsaction,
so saving them would make sense. I'll put it in the bug



2018-04-11 16:38 GMT+02:00 Robert Fewell <14ubobit at gmail.com>:

> Stefen,
>
> Yes to your first question, you should always try to do the matching on
> that page, that's the way it learns for subsequent imports.
> Bayesian / Non Bayesian is dependant on the preference setting you have
> under 'online banking' and it uses those settings also.
> 'Online id' is used in OFX and QIF imports.
>
> The import editor does not show reconciliation, it just shows you what
> mappings you have and allows you to delete them.
>
> Re-Documentation, when someone gets round to writing some, all volunteers
> welcome.
>
> Columns should be saved and they do on my setup, if not for you raise a
> bug, https://wiki.gnucash.org/wiki/Bugzilla
>
> I can understand why the trailing line number is not saved as you do not
> know how big your CSV is, the leading line to skip is when you have headers
> which I assume would always be the same.
>
> Bob
>
>
> On 11 April 2018 at 14:29, Stefan Mueller <stefan.mueller.83 at gmail.com>
> wrote:
>
>> Hallo Robert,
>> you mean to do the reconciliation in *Import Dialog *> *Match
>> Transactions*as shown here.
>> <https://cvs.gnucash.org/docs/de/gnucash-guide/figures/basics_import_general1.png>
>>
>> I've jsut tested it. Now, there are entries in the *Import Map Editor*
>> but only in the *Bayesian* list. What about *Non-Bayesian* and *Online
>> ID*, how are they get filled?
>> I added a transaction manually and reconciled it but nothing shows up
>> in  *Import Map Editor* but I reckon that is not covered by it, isn't it.
>>
>> In addition is there any posbility to influnce the *Bayesian matching *as
>> it can be done in the settings for online banking import
>> <https://cvs.gnucash.org/docs/de/gnucash-guide/basics-prefs1.html#basics-onlinebank2>.
>>
>>
>> Will be there any documentation soon?
>> During my research I find a very good but lonley piece of documentation
>> about the import process, 2.7. Daten importieren
>> <https://cvs.gnucash.org/docs/de/gnucash-guide/basics-import1.html>, on
>> what all my statements mainly base on. Will it find a way in the official
>> documentation?
>>
>> The is properly off-topic and has to go in a separated email but during
>> the import process I nocticed that in  *Import Dialog *> *Transaction *
>> *Information*
>>
>>    1. Column selction
>>    2. Trailing line to Skip number
>>
>> not saved, when saving settings.
>>
>> thx
>> stefan
>>
>>
>> 2018-04-11 11:57 GMT+02:00 Robert Fewell <14ubobit at gmail.com>:
>>
>>> I have just imported a CSV file and it works for me with and without
>>> Bayesian matching the entries show up in the editor. The purpose is to
>>> allow you to see and delete current matches to accounts, what you see is
>>> dependant on whether you use Bayesian or not.
>>>
>>> With Bayesian, the description column entries are split up into tokens
>>> along with the transaction day which are then used to get the best match on
>>> further imports.
>>> With Non Bayesian, the description column entries are recorded against
>>> there respective accounts and then used to match further imports.
>>> This is where the learning aspect comes in, once you see the entries
>>> hopefully it will make sense.
>>>
>>> What I suspect is that you are not setting the accounts on the matcher
>>> page of the assistant. If you leave them as UNBALANCED they do not show up
>>> in the imap editor.
>>>
>>> Bob
>>>
>>> On 10 April 2018 at 21:55, Stefan Müller <stefan.mueller.83 at gmail.com>
>>> wrote:
>>>
>>>> Hallo all,
>>>> as there isn't anyone in the user mailing list who can answer my
>>>> question may someone here can help me out.
>>>>
>>>> Can anyone explain the purpose of the "import map editor" shown in the
>>>> tools menu?
>>>> All what I can find related to mapping imports is this:
>>>> https://wiki.gnucash.org/wiki/Bayes <https://wiki.gnucash.org/wiki
>>>> /Bayes>
>>>> http://gnucash.1415818.n4.nabble.com/Fixing-confused-bayesia
>>>> n-matching-data-td4685819.html <http://gnucash.1415818.n4.nab
>>>> ble.com/Fixing-confused-bayesian-matching-data-td4685819.html>
>>>> but there is nothing about the editor.
>>>>
>>>> Can anyone explain how to use it is still empty after several csv
>>>> imports.
>>>>
>>>> Thank you
>>>>
>>>> Stefan
>>>>
>>>> _______________________________________________
>>>> gnucash-devel mailing list
>>>> gnucash-devel at gnucash.org
>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-devel
>>>>
>>>
>>>
>>
>