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

[David Cousens]

Ulrich,

There is nothing to stop you supplying the transfer account information in an
import record if it is available. There is a header which can be assigned to the
appropriate column of your input file for the transfer account.

The first time you import with a given account name in he record you will be
asked to specify the internal GnuCash account to which it corresponds. After
that it will be matched to that account.

The Bayesian process only assigns a probable account in cases where the import
record does not specify the  transfer account.

David Cousens

On Mon, 2024-01-15 at 20:17 +0100, Ulrich Grün 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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