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

[Paul Kroitor]

That would work.

 

On the one hand, one would have to periodically run search and replace operations. But one would save having to maintain a second translation table along side the existing Import Map.

 

From: G R Hewitt <hewittgr at gmail.com> 
Sent: Friday, May 5, 2023 3:26 AM
To: Paul Kroitor <paul at kroitor.ca>
Cc: gnucash-user at gnucash.org
Subject: Re: [GNC] Memorized Payees (aka Import Map) vs Renaming Rules

 

Or failing that, a search and replace function?

 

On Fri, 5 May 2023 at 01:08, Paul Kroitor <paul at kroitor.ca <mailto:paul at kroitor.ca> > wrote:

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 <mailto:kroitor.ca at gnucash.org> > On
Behalf Of Paul Kroitor
Sent: Thursday, May 4, 2023 8:04 PM
To: gnucash-user at gnucash.org <mailto: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  

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