[GNC] Can I Prevent OFX/QFX Import Overwriting Notes?

[Jim DeLaHunt]

On 2021-08-26 13:55, gcul209 at mynym.us wrote:
> I wouldn't be surprised if this has been asked in the past, but I 
> don't know of a good way to search the archives for these mailing lists...

Most web search tools respect 
'https://lists.gnucash.org/pipermail/gnucash-user/' as a way of 
restricting the search to the gnucash-user mailing list archives. That 
might help you search the archives.


> … Previously, on the PC, my manually entered notes were NOT 
> overwritten.  Now that I'm on the Mac, the notes are being overwritten 
> by that arcane data, but I don't know if that is a PC vs Mac thing or 
> a version change thing.…

It might also be a "you are using the software differently" thing. Check 
in the transaction matcher window, which appears during the transaction 
import. If the status column reads "C", then your notes and memo field 
should stay unchanged. If it reads "U+C", then the notes and memo fields 
from the imported file should replace your notes and memo fields. See 
documentation at 
<https://www.gnucash.org/viewdoc.phtml?rev=4&lang=C&doc=help>, 
especially "Table 6.1. Import Status of Transactions".


> …I don't really want to lose my manually entered data, but I would 
> like to have the bank data imported an synchronized as well.  Is there 
> anything I can do so that the generic transaction information doesn't 
> overwrite my previously entered notes?

GnuCash does not offer that option, as far as I know. I wish it would. 
Maybe you have thoughts to add to Bug 797678 - "OFX importer should 
supplement, not replace, existing Notes (and Description and Memo) 
fields" at <https://bugs.gnucash.org/show_bug.cgi?id=797678>.

Best regards,

      —Jim DeLaHunt