[GNC-dev] Saving searches
c.holtermann at gmx.de
c.holtermann at gmx.de
Wed Jul 8 06:04:55 EDT 2020
Thank you for your answer and considerations.
I am thinking about automatic assignments using the python bindings for
my use cases. I do imports from my bank accounts using a self written
python csv importer. (Maybe I could even get answers to my question
looking at the gnucash onboard csv import.) I can do assignments by
rules using an own logic or I could base this on saved searches.
I haven't much used the gnucash search engine for transactions from the
python side. I find them rather complicated to use right now. I will
also have a look at this. I could make up a set of searches representing
my assignments just on the python side. I was just thinking that it
would enhance the value of the search engine for gnucash if it would be
possible to save searches.
From the gnucash user perspective I find there is a comprehensive search
engine with a lot of possibilities. Very complicated searches can be
constructed. But they tend to be gone so I tend to not go into the
complexity of the search. If searches could be saved, I'd probably use
the search more. (There could even be example searches.)
Am 2020-07-07 14:24, schrieb Adrien Monteleone:
> The feature has been requested a few times on the user list that I
> Usually the need is solved with a different approach.
> For example if the desired result is purely informational, a saved
> report is an option.
> A recent thread concerned finding a particular subset of transactions,
> but the user didn’t know which account they were in, so they were
> running the search repeatedly by trial and error. Running the report
> from the Accounts tab (a global Find) did the trick.
> I’ve seen a few cases of searches being done to refactor accounts and
> I personally can see saving the search to be useful when you have lots
> of transactions to change. I’ve done some work like this in batches
> and it would have been nice to just pull up the saved search when
> coming back to said work after said time. But it isn’t terrible for me
> to just redo the search from scratch. (not sure the re-assignment
> could be automated though in my case)
> Not sure if any of that sheds light on your case. If you have to
> repeatedly refactor transactions from Imbalance to the same other
> account (thus needing to save the search) I’d instead ponder why those
> transactions that would be found by this search keep ending up in
> Imbalance in the first place. This is usually an error situation,
> either during manual entry (easily solvable individually) or from an
> import. (so the import process should either be improved, or the user
> missed an important step to avoid the Imbalance)
>> On Jul 7, 2020 w28d189, at 12:38 AM, c.holtermann at gmx.de wrote:
>> on some occasions I have wondered if it makes sense to save searches.
>> Just now I am thinking of filtering certain transactions to
>> automatically assign the imbalanced split to an account using the
>> bindings. That would be easier if I could use a saved search for that.
>> Have there been thoughts about saving searches?
>> Christoph Holtermann
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