[GNC] Example of multi-split feature of CSV importer?

Patrick plafratt at gmail.com
Mon Mar 25 21:32:56 EDT 2019


David, Geert,

Thank you for this helpful guidance. I hope to try this soon.

Regards,
Patrick

On Mon, Mar 25, 2019 at 5:18 AM Geert Janssens <geert.gnucash at kobaltwit.be>
wrote:

> Op zondag 24 maart 2019 02:47:37 CET schreef David Cousens:
>
> > Patrick,
>
> >
>
> > When the Transaction is opened with the split button, the Description
> field
>
> > name should change to Memo. There are other changes in the headings as
>
> > described in the documentation (
>
> > https://www.gnucash.org/docs/v3/C/gnucash-help/trans-multi-enter.html).
> If
>
> > my understanding is correct, each split of a transaction has its own Memo
>
> > field while the Description field is attached to the transaction which
>
> > consists of 2 or more splits. The same description should also come up if
>
> > you open the transaction in another register that there is a split to.
> You
>
> > can enter different information in the Memo field if you wish.
>
> >
>
> > I think the importer matches on the Description field for the
> transaction by
>
> > tokenizing its content and matching to the tokenized forms of the
>
> > description field of existing transactions which is weighted along with
> the
>
> > matching of amounts, dates, etc. I don't think the Memo field is involved
>
> > in matching AFAIK but I haven't checked the code out to see. Geert may be
>
> > able to comment on that as he is more familiar with the code than I am.
>
> >
>
> > I think you can specify the Memo field in the multisplit format as well
> as
>
> > the Description field. I am away from home at the moment so I can't check
>
> > for sure.
>
> >
>
> > David
>
>
>
> That explains it very well indeed.
>
>
>
> In short: transactions have a description, splits have a memo. If you want
> each individual split to have some descriptive information, you can add
> this in the memo field (which is also supported by the importer). If you
> want the whole transaction to have some descriptive information, you can
> add this in the transaction's description field.
>
>
>
> And as David says, the csv importer will use the description field (and
> all other transaction related fields) to determine transaction boundaries.
> As the memo fields is a related to splits its contents will not affect this
> boundary detection.
>
>
>
> Geert
>


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