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

[Chris Good]

Hi David,

Thanks for your input.
If the problem I described was fixed, you would still be able to flag those import transactions as to be ‘Added’ instead of ‘Matched’ (although the 2nd would default to ‘Match’ (Update and/or Reconcile instead of ‘Add’) and you would then still be able to do your manual procedure merging the Memo fields.

It doesn’t sound too difficult to append the Memo fields together when matching them, assuming the program had already been modified to allow matching of 2 transactions in the same import. I seem to recall there is already an enhancement type bug to merge the transaction description and memo fields when matching an imported transaction to an existing transaction.

Regards,
Chris Good

> On 31 Jul 2021, at 8:15 pm, David Carlson <david.carlson.417 at gmail.com> wrote:
> 
> 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