[GNC] Feature Request/Workaround Info: Preserve "Notes" Field?

[Jean L]

Again: the "append" check mark in the import dialog appends notes from 
the OFX to the notes you put in instead of replacing them if 'u+c' is 
selected.


On 4/29/2022 6:51 PM, Eric H. Bowen via gnucash-user wrote:
> Gyle,
>
> I do this when I remember, especially with regard to checks. But I've 
> still had data overwritten later when I imported data, the import 
> brought in data which I had already entered, and I neglected to go 
> through the whole list and change everything to 'c'. I still think 
> that a settings switch which preserves the 'Notes' field by default 
> when importing data would be a worthwhile addition----Eric.
>
> On 4/29/22 20:18, Gyle McCollam wrote:
>> Eric,
>> I know you probably tried this , but when you are importing Are you 
>> checking the "c" box and not the "u+c" box.  The "c" only clears, 
>> whereas the "u+c" UPDATES and clears.
>>
>> Thank You,
>> *Gyle McCollam*
>>
>> Gyle McCollam
>>
>> 609.680.2326Mobile
>>
>> gmccollam at live.com <mailto:gmccollam at gyleshomes.com>email
>>
>> ------------------------------------------------------------------------
>> *From:* gnucash-user 
>> <gnucash-user-bounces+gylemc=gmail.com at gnucash.org> on behalf of Eric 
>> H. Bowen via gnucash-user <gnucash-user at gnucash.org>
>> *Sent:* Friday, April 29, 2022 8:09 PM
>> *To:* gnucash-user at gnucash.org <gnucash-user at gnucash.org>
>> *Subject:* [GNC] Feature Request/Workaround Info: Preserve "Notes" 
>> Field?
>> There is an issue which has been bugging me for some time with regard to
>> OFX/QFX imports: At least from my credit cards/financial institution,
>> when data is imported it overwrites the existing data in both the
>> "Description" and the "Notes" field...and, nine times out of ten, the
>> QFX "Notes" field is essentially a rehash of the "Description" field.
>>
>> I like to leave transaction identification information in the "Notes"
>> field so that months later (Tax time!) I can recall the exact purpose of
>> a purchase without having to do a search through my email logs or PayPal
>> transactions in order to identify what that eBay purchase was actually
>> for. But at present any information I put there gets overwritten unless
>> I remember to manually re-enter it after the transaction clears when I
>> do an import from my financial institution.
>>
>> I'd like to have a switch somewhere in "Settings" where you could
>> customize the QFX (and possibly QIF, although I don't use that much)
>> import so that if the Notes field is non-blank it does not get
>> overwritten by the imported data. Perhaps there already is such a switch
>> and I've just missed it; if so could someone enlighten me? Otherwise I'd
>> like to make this a formal feature request; how do I go about doing 
>> that?
>>
>> --------Eric H. Bowen
>>
>>
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