Again: the "append" check mark in the import dialog appends notes from
the OFX to the notes you put in instead of replacing them if 'u+c' is
selected.
On 4/29/2022 6:51 PM, Eric H. Bowen via gnucash-user wrote:
Gyle,
I do this when I remember, especially with regard to checks. But I've
still had data overwritten later when I imported data, the import
brought in data which I had already entered, and I neglected to go
through the whole list and change everything to 'c'. I still think
that a settings switch which preserves the 'Notes' field by default
when importing data would be a worthwhile addition----Eric.
On 4/29/22 20:18, Gyle McCollam wrote:
Eric,
I know you probably tried this , but when you are importing Are you
checking the "c" box and not the "u+c" box. The "c" only clears,
whereas the "u+c" UPDATES and clears.
Thank You,
*Gyle McCollam*
Gyle McCollam
609.680.2326Mobile
gmccol...@live.com <mailto:gmccol...@gyleshomes.com>email
------------------------------------------------------------------------
*From:* gnucash-user
<gnucash-user-bounces+gylemc=gmail....@gnucash.org> on behalf of Eric
H. Bowen via gnucash-user <gnucash-user@gnucash.org>
*Sent:* Friday, April 29, 2022 8:09 PM
*To:* gnucash-user@gnucash.org <gnucash-user@gnucash.org>
*Subject:* [GNC] Feature Request/Workaround Info: Preserve "Notes"
Field?
There is an issue which has been bugging me for some time with regard to
OFX/QFX imports: At least from my credit cards/financial institution,
when data is imported it overwrites the existing data in both the
"Description" and the "Notes" field...and, nine times out of ten, the
QFX "Notes" field is essentially a rehash of the "Description" field.
I like to leave transaction identification information in the "Notes"
field so that months later (Tax time!) I can recall the exact purpose of
a purchase without having to do a search through my email logs or PayPal
transactions in order to identify what that eBay purchase was actually
for. But at present any information I put there gets overwritten unless
I remember to manually re-enter it after the transaction clears when I
do an import from my financial institution.
I'd like to have a switch somewhere in "Settings" where you could
customize the QFX (and possibly QIF, although I don't use that much)
import so that if the Notes field is non-blank it does not get
overwritten by the imported data. Perhaps there already is such a switch
and I've just missed it; if so could someone enlighten me? Otherwise I'd
like to make this a formal feature request; how do I go about doing
that?
--------Eric H. Bowen
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