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

[Paul Kroitor]

Correction:

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" => Transfer to Fred).

(Note the key fixed typo at the end of the previous line!)
Sorry for the confusion.

-----Original Message-----
From: gnucash-user <gnucash-user-bounces+paul=kroitor.ca at gnucash.org> On
Behalf Of Paul Kroitor
Sent: Thursday, May 4, 2023 8:04 PM
To: gnucash-user at gnucash.org
Subject: [GNC] Memorized Payees (aka Import Map) vs Renaming Rules

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  

_______________________________________________
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.