[GNC] Transactions Associations

[Joseph G. Keithley, III]

Thanks Dave.  

I tried all the clicking I could think of and the only one that did anything was when I selected the "R" box on the import screen for an item and then double clicked on that row.  A window titled "Select Matching Existing Transaction" and the bottom part of that window labeled "Potential Splits..." was blank.

I downloaded your guide, I will give it a read.


iii








 On Thursday, September 26, 2019, 2:16:18 AM UTC, David Cousens <davidcousens at bigpond.com> wrote:





 Transaction associations are not formed automatically on imported data.

The purpose of the feature is to associate an external file such as an image
or pdf file of a receipt or invoice or other documentation to a transaction
entry in GnuCash so that if you need to view it, it can be opened from
within Gnucash.

If by Transaction Associstaions you are referring to the assignment of a
transfer account in the window called the Generic Import Matcher, this is
not done from the menu. The documentation is in the process of being
rewritten and updated at the moment and the current documentation is not as
clear as I wold like.

Generally single left clicking on a row in the import matcher will select
it. Ctrl-left click will add to the selection. Double clicking on the row
will either bring up a dialog to examine the match if a row is not to be
imported or if it is marked for import it will bring up the dialog to assign
the account for a second split.

The following is a link to the help manual under development in a shared
folder on my dropbox. It is still under development but the section on
importing transactions in the chapter on transactions may help you.  It
hasn't been fully reviewedand accepted by the documentation team at this
stage. If you do use it I would certainly appreciate any feedback on clarity
and anything which doesn't work as described.

To use it paste the following link into a browser, look for the file
help.html in the folder the webpage opens at and doubleclick on it. This
should give you the help manual index on the page. The importing is
discussed towards the end of chapter 6.

https://www.dropbox.com/sh/dqvn0owqleud2g3/AACsnyg0W-3Qbb4UcddTP6ATa?dl=0

David Cousens



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David Cousens
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