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

[David Carlson]

I know it is an extra step, but for a work-around  I manually adjust the
existing transaction during the import so I know which new one(s) match
it.  Then I accept the incoming transaction as new.  Finally, as a post
processing step i manually merge the text that i want to keep into one and
delete the other(s).

In my case I am merging two "duplicate" transfers between accounts with an
existing transaction containing additional text to retain incoming notes
from both sides of the transfers.  Luckily, there is usually only one or
two in a given month.   There is another bug report in process to catch
duplicate transfer transactions from an import so that should soon change.

On Fri, Aug 27, 2021, 7:31 AM <gcul209 at mynym.us> wrote:

> 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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