[GNC] Autofill on import OFX?

[Jean L]

The transfer will be automatically assigned once you import a few 
transactions. GC is smart in the way it learns from previous imported 
transactions which account a given imported transaction should be 
assigned to. So give it a little time and it'll do the right thing. 
Another thing you may not have noticed: if you right click on a 
transaction in the transaction matching window, you can edit various 
fields prior to the transaction being imported.

There are no "rules", the way you describe them, in GC, as far as I know...

Jean

On 12/31/2022 10:20 AM, Simon Roberts wrote:
> Now that I have GC 4.13 and my imported transactions are correctly
> recognized and not dumped, I have another question.
>
> If I have a transaction with, for example, a description field of XYZ, and
> I start to enter a new transaction with the same description, and then hit
> tab, GC auto-fills all the rest of the fields; Transfer, Amount, Memo, etc.
> This is great.
>
> However, this behavior doesn't seem to occur with imported transactions.
>
> To be clear, I don't expect (nor want!) it to overwrite transaction
> details, but inferring the Transfer field, which is of course not specified
> (nor could it be) in the OFX file, would be enormously helpful. Similarly,
> copying over the most recent memo field would be good too.
>
> Is there a way to configure this behavior, or does this constitute a
> feature request?
>
> Another question, which I think is sufficiently related to be OK to put in
> the same message, is that in the system we're migrating away from
> (quickbooks--washes mouth with soap and water :) there are "rules" one can
> apply. For example, "if the description field of the import contains this
> text, then fill out that field with that text". Is there such a mechanism
> in GnuCash, and if so, what's it called (so I can read about it in
> documentation)?
>
> Thanks for all your ongoing help everyone, it's very reassuring that
> there's a community as active and willing to help when making a transition
> as critical as this!
>
> Cheers,
> Simon
>