[GNC] importing transactions overwrites notes

[David Carlson]

Welcome to the GnuCash user list.

You can limit what information GnuCash overwrites by choosing the Update
option while in the matching phase of a OFX or QIF import.  For each
transaction note what GnuCash will overwrite, which may be the notes that
you want to keep, the amount or the date.  If it is the notes, then choose
to either make the imported transaction 'New" if it contains data necessary
for correct reconciliation, or do not import it.  Then later you must
remember to manually fix the issue that you could not fix during the import
process, a lot of work, I know. Set up a routine that makes it easier to
remember everything.

I will warn you against trying to edit the existing transactions during the
import process, because it is possible to accidentally place the curser in
an incoming transaction which can make quite a mess while trying to
extricate it.



On Sat, May 15, 2021 at 11:38 AM Robert F. Crochelt <rfc56 at fastmail.com>
wrote:

> Good morning:
> I am a new gnucash user and I find it quite useful.
> When I enter a transaction I often put data in the "notes" field.
> However, when that transaction is imported via a Quicken file it
> overwrites the note entry I made.  Can I modify this behavior?
> Thanks
> --
>
> Bob Crochelt MD, PhD, FACS
> Ukiah, CA
>
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-- 
David Carlson