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

[Derek Atkins]

No, I would call that the description.
-derek
Sent using my mobile device. Please excuse any typos.
On January 15, 2024 23:06:07 Phyllis Bruce <pobruce46 at gmail.com> wrote:

> Thanks, David.  I think I am being unclear.  My research provides what you
> call the transfer account for unmatched items.  That's all good.  It is the
> memo field which I use to remind me of what I did that is not available in
> the reconciliation screen.  For instance I want to remember that I paid
> Amazon for *smart plugs*, or Sandi paid me $70 for *her share of groceries
> at Christmas*.  Would you call that the "action"?
>
> On Mon, Jan 15, 2024 at 3:21 PM David Cousens <davidcousens49 at gmail.com>
> wrote:
>
>> 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
>> >
>> >
>> ¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø
>> > ¤º°`°º¤ø
>> >
>> > " Can't talk to you without talking to me; we're guilty of the same old
>> > thing.
>> >         Thinking a lot about less and less, and forgetting the Love we
>> > bring "
>> >                                      [Grateful Dead, in: 'Althea']
>> >
>> >
>> ¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø¤º°`°º¤ø,¸¸,ø
>> > ¤º°`°º¤ø
>> >                            Mijn blog: ✡ theskepticaltheist.eu ✡
>> > _______________________________________________
>> > 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.
>> _______________________________________________
>> 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.
>>
> _______________________________________________
> 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.