[GNC] Proposed enhancement to OFX/QFX import

Stephen Cohoon smcohoon at gmail.com
Mon Jun 5 20:49:47 EDT 2023


I have been using Gnucash for many years so I think it is time to
contribute.  I have several credit card accounts from different banks that
each take a different approach to how they populate the tags in the
transaction download file.  When I import these files I often have to spend
time cleaning up the description and notes fields, adding and deleting
text.  In particular, one of my banks actually lets me set the memo field
for a transaction through their web page and app.  I want this to appear in
the transaction description.  I would like more control so I can specify
more precisely how this data is imported for each account separately.

I propose adding 2 options to the account edit screen:
1. Append Memo - when set, if the memo tag is populated then append that
text to the name tag and use that combined text to populate the transaction
description field.  Default is off in which case the present logic is
invoked.

2. Suppress Notes - when set, skip the logic that populates the notes field
of the transaction. Default is off in which case the present logic is
invoked.

These options function independently.

What does the community think about this?

-Stephen
-- 
Stephen Cohoon
smcohoon at gmail.com

If there's a problem that can't be solved with a clever program, is that
problem really worth solving?


More information about the gnucash-user mailing list