[GNC] Autofill on import OFX?

[Murugan Muruganandam]

Simon

GNUCash learns the transactions matching when you start input, and stores it for future reference. Same is the case with imported files, you can view the  import map editor for details.  please note you cannot directly enter the assocation here, but you can delete any wrong association and allow GNUCash to relearn.

it takes some time for the system to learn the associations.




Saludos Cordiales


Murugan

________________________________
From: gnucash-user <gnucash-user-bounces+m.muruganandam=hotmail.com at gnucash.org> on behalf of Simon Roberts <simon at dancingcloudservices.com>
Sent: Saturday, December 31, 2022 3:20 PM
To: Gnucash Users <gnucash-user at gnucash.org>
Subject: [GNC] Autofill on import OFX?

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

--
Simon Roberts
(303) 249 3613
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