Update+Reconcile in OFX import

David Carlson david.carlson.417 at gmail.com
Thu Apr 3 23:09:34 EDT 2014


On 4/3/2014 3:07 AM, Bertrand Marc wrote:
> Dear Gnucash users,
>
> I've set up minimalist scheduled transaction with dates and amounts. I
> didn't write a description/memo or a transaction reference since these
> may change every month.
>
> I was hoping that when importing OFX from my bank, selecting U+R would
> update the description, the memo and the transaction reference, but it
> doesn't work. Is there a way to force the import tool to update the
> transaction ?
>
> Best regards,
> Bertrand
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I usually want to do the opposite, namely just know that the financial
institution has a matching transaction in their books but I don't want
their text, I want mine. 

That said, if I did want their text I would probably not even bother to
enter the transaction manually but just accept theirs verbatim from the
download with my selection for the transfer account.  Thus I would mark
every transaction as new.

David C


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