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

gcul209 at mynym.us gcul209 at mynym.us
Fri Aug 27 08:30:00 EDT 2021


Big thanks!  All three of your points were direct and clear.

You are right, I am choosing U+C because I want the date to update and 
the description to populate.  As I stated, this is what I used to get.  
I will definitely be checking that issue out and likely commenting.

On 8/27/21 4:46 AM, Jim DeLaHunt wrote:
>
> 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
>
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