[GNC] Keeping Imported Transactions from Overwriting Data?

[David Carlson]

David T,

You are right.  I too am not sure why the (U)pdate option overwrites the
text of the existing transaction, but I think that it usually is offered as
the default when the date of the matched transaction is not the same as the
imported transaction, and possibly when the importer tries to match to a
transaction with a slightly different value.  Like you I usually prefer to
keep the existing text.

I get lazy with trying to match everything during the import when the clock
is running and Gnucash will soon be wanting to interrupt me with an
automatic save, so I often just let everything come in and sort it out
later.

On Sat, Apr 11, 2020 at 11:54 AM D. <sunfish62 at yahoo.com> wrote:

> It's been a while since I imported transactions, but I seem to recall
> there being a point where you could tell the matcher to (R)econcile or
> (U)pdate the existing entry.  Choosing R should set the transaction to
> cleared and leave your manually-entered data intact.
>
> Now,  why that matcher defaults to overwriting your manually entered data
> is an entirely different question that always mystified me. Seems ass
> backward to me.
>
> David T.
> ------------------------------
> *From:* David Carlson
> *Sent:* Sat Apr 11 20:50:38 GMT+05:30 2020
> *To:* "Eric H. Bowen"
> *Cc:* gnucash-user at gnucash.org
> *Subject:* Re: [GNC] Keeping Imported Transactions from Overwriting Data?
>
> In cases where I don't want GnuCash to overwrite existing transaction with
> an imported one, I set the imported transactions as new.  I try to assign
> the correct account if I know it.  This creates a duplicate so I need to
> manually match them up and delete the ones that I don't want later.
>
>
>
> On Sat, Apr 11, 2020, 10:12 AM Eric H. Bowen via gnucash-user <
> gnucash-user at gnucash.org> wrote:
>
>  I've been using GnuCash for my personal finances, and I've noticed one
>>  annoying problem. When I write a paper check, I put the payee's name and
>>  associate information in the "Description" and "Notes" field. But, when
>>  I import transactions from my credit union (usually with QFX) prior to
>>  reconciling, the data I entered is overwritten with "PAID CHECK
>>  0000XXXX" and "OFX ext. info: |Trans type:Check|Memo:Paid Check
>>  000000XXXX", which is sorta less than helpful when I'm attempting to
>>  identify transactions later. For personal transactions I can usually
>>  reconstruct the data by going online, but it's a pain.
>>
>>  I'm concerned, though, because I'm wanting to implement GnuCash for our
>>  church's bookkeeping. I haven't yet tried downloading from our church's
>>  bank, but if it overwrites information, especially deposit information
>>  which we will use to keep track of offerings and contributions, it could
>>  be a disaster. Is there any way of still downloading to match and clear
>>  transactions, but to keep the download from overwriting manually entered
>>  data?
>>
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-- 
David Carlson