[GNC] Tweak of Memorized Transactions

Adrien Monteleone adrien.monteleone at lusfiber.net
Mon Mar 25 14:10:51 EDT 2019


Interesting, but not really necessary to change. (and it would introduce more code to maintain)

If you don’t want to use memos, don’t.

If you do, then turn on transaction-journal view instead and use that. You’ll never encounter this problem of ‘hidden’ data.

I got so tired of expanding transactions to view them I just turned it on permanently my first week of using GnuCash and haven’t looked back. (I did try it once a few years later while helping someone and quickly saw I didn’t like the basic view at all) I’ve also since turned on Double-Line mode to get the extra Notes field for transaction notes in addition to memo splits.

I’d recommend to any new user to adjust these two settings. Not only does they give you an at-a-glance view of all of your data, it helps to see the debits and credits to learn double-entry accounting if you are new to it, and with these two settings you have the most access to enter as much detail as you possibly can. I’ve long ago learned it is easier to enter lots of detail as I enter transactions then to wish I still had that info months or years later and I want to analyze my activity. (more detail significantly helps with refactoring accounts which you are more likely to do as you determine exactly how you want to track things over the first few months of using the software, or even years later when you find a better method/account)

Regards,
Adrien

> On Mar 24, 2019, at 1:52 PM, Dale Alspach <alspachde at gmail.com> wrote:
> 
> This is really a request for enhancement but I thought I would see what
> others thought before formally adding it.
> 
> I use the Memo line once in a while for purchases at some stores, but
> usually it is left blank. In single line mode later I will enter another
> purchase at the same store, the memorized transaction fills the Memo field
> with the memo from the earlier transaction which is not relevant for this
> one. Further this is hidden in single line mode so the transaction is
> posted with the bogus memo. This produces false positives when searching on
> the memo field.
> 
> I could use auto-split mode but this is annoying when most transactions do
> not need the extra steps. To overcome this issue it would be convenient to
> have one or both of these options in the Preferences:
> 1. Automatically open the detail (split) view if any of the Memo fields of
> the proposed transaction are not empty.
> 2. Do not insert the contents of Memo fields in memorized transactions (in
> single line mode?).
> 
> Do other users want something like this?
> 
> Dale



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