[GNC] Keeping Imported Transactions from Overwriting Data?

Frank H. Ellenberger frank.h.ellenberger at gmail.com
Sun Apr 12 08:35:59 EDT 2020


Hi,

Am 11.04.20 um 19:49 schrieb 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.

There have been reasons why the update option is preferred:
Date: You give the order on Friday, but the bank executes it on Monday.
Amount: You use the teller machine of a third party, which charges
higher fees than expected.
Description: You enter a short description, but the bank completes it by
e.g. additional SEPA details, ....
or you have a scheduled transaction bank->expense:rent with a
description "Monthly rent", but the real transaction has "Rent for
<month> <year>"

Question: what are the use cases, where it is the other way?

> 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.

I have set autosave to once per day and save manually after finishing
logical units.

Regards
Frank


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