[GNC] gnucash-user Digest, Vol 214, Issue 23

[Kalpesh Patel]

This is what I was looking for. It worked, thanks to both David's responses
on providing the procedure. It is actually good that I get an opportunity to
map to the proper account when I am importing it in next time as opposed to
figuring it out manually. 

Another side question on this ... when I was in that dialogue box it
mentioned that there were few invalid mapping and to see them I had to use a
filter of 'Map Account NOT found'. I didn't see any button to filter when I
clicked 'Online' radio button. Is that correct function? I do see an input
field at the bottom when Bayesian is selected.

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Message: 1
Date: Sat, 9 Jan 2021 17:13:32 -0500
From: David Reiser <dbreiser at icloud.com>
To: Kalpesh Patel <kalpesh.patel at usa.net>
Cc: gnucash-user at gnucash.org
Subject: Re: [GNC] OFX matched account and unmatching it manually
Message-ID: <6F2E5D35-4B8C-49BE-B490-87A37283957B at icloud.com>
Content-Type: text/plain;	charset=utf-8

Tools>Import Map Editor
select the Online radio button
then select and delete the incorrect connection

You don?t get to edit it. Next time you import an ofx file for that account,
the dialog you showed will reappear. Pick the correct account.
--
Dave Reiser
dbreiser at icloud.com





> On Jan 9, 2021, at 5:08 PM, Kalpesh Patel <kalpesh.patel at usa.net> wrote:
> 
> Hi all,
> 
> 
> 
> I normally download OFX files and then import those downloaded 
> transactions into GnuCash. When a new account is encountered in the 
> import process, a dialog box shows up (see attached pic) that allows 
> you to set the 'Account Name' in GnuCash that is mapped to and 
> 'Account ID' that is downloaded in the ofx file. I somehow cannot 
> figure out how-to bring that dialog box up after the fact, and then 
> make corrections to it, specifically to unmap existing one and then remap
it to another 'Account ID', if necessary?
> 
> 
> 
> Any help is appreciated. 
> 
> 
> 
> Have a happy, healthy, safe and prosperous new year.
> 
> 
> 
> Kalpesh.
> 
> 
> 
> 
> 
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Message: 2
Date: Sat, 9 Jan 2021 16:21:08 -0600 (CST)
From: David Cousens <davidcousens at bigpond.com>
To: gnucash-user at gnucash.org
Subject: Re: [GNC] OFX matched account and unmatching it manually
Message-ID: <1610230868218-0.post at n4.nabble.com>
Content-Type: text/plain; charset=us-ascii

Kalpesh
Tools->Import Map Editor   will bring up a dialog. If you select the
Non-Bayesian you can delete but not add or edit entries for CSV import. The
online radio button allows you to similarly edit the onlineId entries which
AFAIK are what are used to match external accounts to the GnuCash internal
accounts for OFX importing . I do not import online at all and these have
been set for the imports I do from OFX files downloaded from my bank. Again
you can delete but not add or edit the entries and reset them in the next
import.

David



-----
David Cousens
--
Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html


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