filtering online banking transactions

David T. sunfish62 at yahoo.com
Thu Oct 25 14:50:42 EDT 2012


Chris--

I think it would be nice if the Account field on the Import screen were clearly a drop down box (similar to what is seen in the account register).

Interestingly, I tried to track down the documentation on importing transactions, and I wasn't able to find any. maybe I am going blind, but I suspect that we have found another gap in the user documentation!

David




________________________________
 From: Chris Lonsberry <chris.lonsberry at gmail.com>
To: gnucash-user at gnucash.org 
Sent: Thursday, October 25, 2012 8:34 AM
Subject: Re: Re: filtering online banking transactions
 

On 10/21/2012 6:45 AM, Marc Sherman wrote:
> On 10/21/2012 4:26 AM, josh wrote:
>> 3. I tried just importing the data for one month and then associating
>> the accounts for these transactions and then importing the rest in the
>> hope that gnucash would automagically be able to suggest certain
>> accounts for similar transactions as had been previously sorted (this
>> would be like having an automagic filter.), but it didn't. Can this be done?
> 
> Yes, this works if you associate the accounts in the Import dialog, rather than waiting until after they're imported.
> 
> Double click on a yellow transaction to select an account to import to.
> 
> - Marc
It would be really nice if the association could be done without a double click, more like the way it is done in the transaction register. It gets painful having to double click on each transaction.
_______________________________________________
gnucash-user mailing list
gnucash-user at gnucash.org
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.


More information about the gnucash-user mailing list