Reconciling Manually Downloaded Transactions

[David Carlson]

I forgot to answer your second question.

There is a problem with mucking about in the underlying register view while
the import assistant is running, because if you accidentally touch one of
the new incoming transactions you trigger warning messages that you really
do not want to see.  If you can move the import window far enough out of
the way to see what you are doing and never touch any of the incoming
transactions, you can edit existing transactions, but never touch new
transactions even just to go by to the next transaction.  If you really do
want to experiment, be extra sure to save the file before starting the
import. I recommend saving first in every case.

David C

On Mon, Nov 20, 2017 at 6:57 PM, David Carlson <david.carlson.417 at gmail.com>
wrote:

> AAK,
>
> Yes, that is the way Gnucash behaves when you select the Update +
> Reconcile option while matching transactions.  I rarely use that option for
> that very reason.  I mostly use the Reconcile option.
>
> I will get on my soapbox here, since I think that the word Reconcile is
> not used correctly in this context.  In this context the word Match fits
> better in my opinion.
>
> David C
>
> On Mon, Nov 20, 2017 at 8:03 AM, AAK <a.a.khalifeh at gmail.com> wrote:
>
>> I download transaction activity from my bank in a QFX format. When I match
>> them with pre-existing transaction and finalize the import process I see
>> that GC overrides the payee names i have in the register with the cryptic
>> names downloaded from the bank. Is there a way to prevent that?
>> Also, when there are new transactions to be added is there a way to edit
>> the
>> payee name and category from the transaction matcher window? Thanks in
>> advance.
>>
>>
>>
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>