[GNC] Proposed enhancement to OFX/QFX import

[David Carlson]

I would like to see enhancements of the type that you describe.  I would
request that at the same time you also look at [
https://bugs.gnucash.org/show_bug.cgi?id=721139] and either address that
bug or at least take care not to further break Gnucash misbehavior when
accidentally touching a pending imported transaction in the register window
during an import process.

On Mon, Jun 5, 2023 at 11:15 PM David Reiser via gnucash-user <
gnucash-user at gnucash.org> wrote:

>
> > On Jun 5, 2023, at 8:49 PM, Stephen Cohoon <smcohoon at gmail.com> wrote:
> >
> > 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?
> > _______________________________________________
>
> I wholeheartedly support at least item 2.
>
> A couple weeks ago, I spent a whole day manually deleting 5400+ useless
> Notes of the form "OFX ext. info: |Trans type:Other|Investment …”. With
> better regex skills I could have done it in a couple minutes, but it seemed
> a bit dangerous for my capabilities.
>
> I keep my checking and credit card notes up to date, and I never let ofx
> imports modify existing transactions (other than the clear flag). But TIAA
> makes dozens of tiny account adjustments per quarter among the retirement
> annuities held by  my wife and me. My approach to retirement accounts was
> to import all the transactions and make sure the units (shares) held
> according to gnucash matched my statements. Over 18 years, that left me
> with more than 5400 notes that held absolutely no useful information. And
> now that I’m withdrawing money from those accounts, the bogus notes were
> distracting when I looked at account listings.
>
> Dave
> --
> Dave Reiser
> dbreiser at icloud.com
>
>
>
>
>
> _______________________________________________
> gnucash-user mailing list
> gnucash-user at gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>


-- 
David Carlson