[GNC] Transactions for multiple accounts in 1 ofx file?

[David Carlson]

Chris, yes, I do regularly download OFX files from my bank that include
transactions from several checking and saving accounts in one file.  It
happens that often there are transfers between accounts, and usually there
are already existing transactions in GnuCash as I planned the transfers
earlier to prepare for tax payments or whatever.  The transfer transactions
appear as duplicates in the files and each has separate memo text that
differs depending on whether the transaction is the 'From' transaction or
the transaction is the 'To' transaction.

Because there are existing transactions to match to, it would be possible
during the import process to avoid resulting duplicate entries by judicious
matching, but it happens that I want to retain memo text from both sides in
the split lines, so I deliberately treat both sides as new and manually
merge them as a post import operation.  If it were possible to merge them
during the import and retain the split memos from both sides it would
simplify my work flow.
.
I would definitely miss the multiple account import feature if it were lost.

On Sat, Jul 31, 2021 at 3:30 AM Chris Good <goodchris96 at gmail.com> wrote:

> Hi,
>
>
>
> I'd like some feedback from people who use the ofx/qfx file import,
>
> or any other type of import that uses the 'Generic import transaction
> matcher'
>
> window.
>
> I've been fixing a problem and found another possible problem which I'd
> like
> to
>
> determine is a problem that needs to be fixed.
>
>
>
> The ofx import handles transactions for multiple bank accounts in the 1
> file.
>
> If you have a transfer transaction between 2 bank accounts and the
>
> transactions for both bank accounts are included in the 1 file, the
>
> 'Generic import transaction matcher' window doesn't detect the second
>
> transaction should be a match of the transaction from the first accounts
>
> transactions.
>
>
>
> Does anyone actually get and import a single ofx/qfx file from their bank,
> or somehow
>
> create a file, which includes the transactions for 2 bank accounts?
>
>
>
> Regards,
>
> Chris Good
>
>
>
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-- 
David Carlson