[GNC] Memorized Payees (aka Import Map) vs Renaming Rules

Paul Kroitor paul at kroitor.ca
Thu May 4 20:03:36 EDT 2023


Hi, I have two (mildly) related questions, but I will post them separately,
so the threads don't get confused.

 

Quicken has two facilities upon transaction import that interact with each
other:

1.            Suggests a counter account (Quicken calls some of them
categories) based upon what was done with earlier transactions with the same
characteristics.

2.            Translates the bank-supplied description entry into something
more friendly (Quicken call these "Renaming Rules").

 

So for example, an incoming bank transaction:

 

TF 2023 2034-302   D $100

 

Could be automatically changed to:

 

Transfer to Fred   Monthly Alimony D $100

 

The first facility adds the "Monthly Alimony" counter-account, and the
second does the description change ("TF 2023 2034-302" => Monthly Alimony).

 

My question is this: Gnucash does the first part well with its Import Map
feature. Is there anything that can do the second part for me?

 

Thanks as always for all help,

Paul  



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