The QFX importer gives you a chance to edit each transaction individually, 'training' it to select the desired account and whether to accept the cleared date at teh bank or choose a different date, or, importantly, to discard mis-matches to existing transactions. While the process is tedious at first, after several months there are fewer mis-matches, depending on how your bank formats the descriptions. GnuCash only learns what you train it during the import process.
There are a few settings under Edit > Preferences > Online Banking that fine-tunes the import process, but I have not tried to adjust them myself. On Thu, Jul 22, 2021 at 11:41 PM Niranjan Rao <[email protected]> wrote: > Greetings, > > > On Ubuntu 20.04, GunCash V3.8 > > > When I import QFX files downloaded from my financial institutions, > gnucash often miscategorizes the transfer. For example, typically when I > import my bank transactions, any payment is imported as transfer to my > credit card. Any credit card transaction imports result into most of the > transactions as transfers to bank. > > This of course creates lot of confusion as when I try to reconcile the > accounts. > > > Is there any way to stop automatic transfer. I'm ok if it shows transfer > to imbalance usd as it gives me a chance to review the transaction. > > > Regards, > > > Niranjan > > _______________________________________________ > gnucash-user mailing list > [email protected] > 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. > -- David Carlson _______________________________________________ gnucash-user mailing list [email protected] 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.
