[GNC] Feature request: Import assistant, room for big improvements

Phyllis Bruce pobruce46 at gmail.com
Mon Jan 15 15:48:38 EST 2024


Since the subject has been raised I'll add my wish:

For unmatched items I often have to do some research such as checking
Amazon to see just what it is that came in.  Then I know what expense it
belongs to.  However; I am not able to specify the item until I approve the
import - by which time I've forgotten what the darn thing was.  It would be
so nice if I could create a memo while still in the reconciliation process.

My work around has been to just approve the import and then work on the
Imbalanced transactions.  Yuk

Regards!  Po

On Mon, Jan 15, 2024 at 2:35 PM Ulrich Grün <ulrich.gruen at gmail.com> wrote:

> Hello fellow GnuCash users,
>
> I wonder if there are plans on improving the import filter, for importing
> bank transfers.
> The situation now is, that some hidden engine tries to learn from doing.
> But the truth is, that even after one year of importing bank transfers, I
> have to check every single transaction, since errors keep occurring. If I
> miss an error, this transaction is put in the wrong ledger account.
>
> E-boekhouden.nl uses an import assistant where you can specify a ledger
> account number, other keywords and/or amounts of money. The import
> assistant puts the transactions into the right ledger account, with far
> less errors than with GnuCash. In fact, only where a specific keyword,
> leger number or amount is missing, or where no import rule is made for a
> specific payment, the transaction has to be placed into the right general
> ledger by hand.
>
> Have a nice day!
>
> --
> नमस्ते (Namasté),
> Ulrich
>
>
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