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

[Phyllis Bruce]

👍


> On Jan 15, 2024, at 10:17 PM, Derek Atkins <derek at ihtfp.com> wrote:
> 
> 
> 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 ✡
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