On 3/1/20 7:32 PM, Stu Perlman wrote: > Thank You, David. > > I'll have to look into what Citi allows (or not). I don't recall seeing > categories in their OFX feed but then again, I was not looking for them! > > - Stu
You have to scroll down in the download screen to see the OFX/QFX option. > > > On Sun, Mar 1, 2020 at 6:21 PM David Cousens <davidcous...@bigpond.com> > wrote: > >> Stu, >> >> You can disable the Bayesian matching with Edit->Preferences->Online >> Banking and uncheck the use bayesian matching chceckbox. I doubt if this >> removes existing Bayesian data from your data file but it shouldn't then >> be >> used in processing further imports. You can manually delete it with th >> Tools->Import Match Editor if you wish. I don't know whether the token >> data >> from imports is still accumulated with that option unchecked. I suspect >> not, >> but haven't actually checked the code out >> >> The Import Match window does allow you to review each transaction before >> importing. While it is displayed, the transactions marked for importing are >> also provisionally displayed in the appropriate account register which can >> be accessed normally to examine the data in the format usually encountered >> (wouldn't edit them in the register though as any changes will be >> overwritten when you complete the import the data). It would be nicer if >> these were flagged in some way as provisional to distinguish them clearly >> from transactions already fully imported to GnuCash but it usually obvious >> from the dates. >> >> In the Import Matcher editor if you look at the non-Bayesian data that >> should give you account name mappings used in from source transaction data >> and the GnuCash internal account they are mapped on to. There is no edit >> capability there though. I think these are set initially when a new >> external account is encountered in import data with no existing mapping >> onto >> the GnuCash internal accounts and a dialog to assign an account is brought >> up. >> >> The only way AFAIK to force a particular account to be assigned as the >> transfer account is to specify the Account name in the import data >> explicitly and then the above mentioned mapping will take place. My bank >> attaches expense categories to my downloaded OFX files which I can setup in >> their web interface and they assign particular transactions to them on the >> basis of my initial assignments. GnuCash's Bayesian matcher recognizes >> those categories and match them onto specific intenal accounts fairly well. >> unfortunately not all banks either do this or do it well. >> >> David Cousens >> >> David Cousens >> -- Stephen M Butler, PMP, PSM stephen.m.butle...@gmail.com kg...@arrl.net 253-350-0166 ------------------------------------------- GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.