[GNC] Autofill on import OFX?

[Jean L]

No you don't need to do anything for it to learn, except select the 
account the transaction should be associated with when you import the 
transaction so the matcher can remember that. Of course, that's only if 
you haven't already entered the transaction manually (in which case you 
already selected the accounts involved).

So:
- If your OFX transaction matches an existing transaction you entered 
manually you have nothing to do
- If you're importing an OFX transaction that's "new" (you haven't 
entered it manually) then make sure you select the accounts during the 
import, not afterward. If you select the account afterward the matcher 
does not get a chance to learn the correct association.

J

On 12/31/2022 1:06 PM, Simon Roberts wrote:
> Thanks for this Jean, Murugan, that's very helpful (and rather impressive!)
>
> Do I infer that I need to use the " right click on a transaction in the
> transaction matching window, you can edit various fields prior to the
> transaction being imported" feature so it knows I'm trying to teach it,
> rather than editing after the import is complete?
>
> Cheers,
> Simon
>
>
> On Sat, Dec 31, 2022 at 12:15 PM Murugan Muruganandam <
> m.muruganandam at hotmail.com> wrote:
>
>> 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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>