[GNC] Import overwrites transaction description

Ed Reeder e_reeder at mailup.net
Fri Apr 15 17:24:33 EDT 2022


Dan,
Sorry to be late with a response.  It is going to be awhile before I can test this.  My bank just went through a big upgrade and all the account numbers changed.  I "uncleared" a check transaction, downloaded an OFX file, and when I tried you suggestion the important couldn't find a matching transaction (I'm guessing because the account numbers changed?).  I'll have to wait until I have a check transaction with the new numbers.

On Sat, Apr 9, 2022, at 3:48 AM, Dan Black wrote:
> On the matching screen, select C (clear) instead of U+C (update and clear).
> 
> 
> 
> On April 9, 2022 5:03:59 AM "Ed Reeder" <e_reeder at mailup.net> wrote:
> 
>> Example:
>> I have previously entered a check into gnucash:
>> Num=205, Description=Smith Plumbing, Withdrawal=100.00
>> 
>> My bank's OFX  transaction has:
>> <STMTTRN>
>>    <TRNTYPE>CHECK
>>    <TRNAMT>-100.00
>>    <CHECKNUM>205
>>    <NAME>CHECK # 205
>> </STMTTRN>
>> 
>> When I import the OFX file and and match its transaction with the previously entered check transaction the "Smith Plumbing" gets overwritten with "CHECK # 205".
>> 
>> Is there a way to preserve the "Smith Plumbing" and not have it overwritten?  (It is a pain to go back and reenter the payee's name on each check).
>> 
>> TIA
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