[GNC] Transactions Associations

[Greg Feneis]

It's possible that when you first started importing this data, GnuCash
didn't initially recognize the source of the data so you needed to tell it
which GnuCash account to import the data to.  At this point, you may have
selected a sub account of the account you actually wanted.  Once GnuCash
learns what account receives what imported data source, I don't know how
that can be changed.

I think another member here faces a similar situation, only in their case,
Gnucash incorrectly recognized a new account's import data as belonging to
an established GnuCash account, so GnuCash denied them the opportunity to
steer the new account's data to the new GnuCash account established for
it.




Kind regards,

Greg Feneis <http://www.linkedin.com/in/electromechanical>




On Wed, Sep 25, 2019 at 8:30 PM Joseph G. Keithley, III via gnucash-user <
gnucash-user at gnucash.org> wrote:

> 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
>
>
>
> -----
> David Cousens
> --
> Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html
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