The transfer will be automatically assigned once you import a few
transactions. GC is smart in the way it learns from previous imported
transactions which account a given imported transaction should be
assigned to. So give it a little time and it'll do the right thing.
Another thing you may not have noticed: if you right click on a
transaction in the transaction matching window, you can edit various
fields prior to the transaction being imported.
There are no "rules", the way you describe them, in GC, as far as I know...
Jean
On 12/31/2022 10:20 AM, Simon Roberts wrote:
Now that I have GC 4.13 and my imported transactions are correctly
recognized and not dumped, I have another question.
If I have a transaction with, for example, a description field of XYZ, and
I start to enter a new transaction with the same description, and then hit
tab, GC auto-fills all the rest of the fields; Transfer, Amount, Memo, etc.
This is great.
However, this behavior doesn't seem to occur with imported transactions.
To be clear, I don't expect (nor want!) it to overwrite transaction
details, but inferring the Transfer field, which is of course not specified
(nor could it be) in the OFX file, would be enormously helpful. Similarly,
copying over the most recent memo field would be good too.
Is there a way to configure this behavior, or does this constitute a
feature request?
Another question, which I think is sufficiently related to be OK to put in
the same message, is that in the system we're migrating away from
(quickbooks--washes mouth with soap and water :) there are "rules" one can
apply. For example, "if the description field of the import contains this
text, then fill out that field with that text". Is there such a mechanism
in GnuCash, and if so, what's it called (so I can read about it in
documentation)?
Thanks for all your ongoing help everyone, it's very reassuring that
there's a community as active and willing to help when making a transition
as critical as this!
Cheers,
Simon
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