Correction:
So for example, an incoming bank transaction:
TF 2023 2034-302 D $100
Could be automatically changed to:
Transfer to Fred Monthly Alimony D $100
The first facility adds the "Monthly Alimony" counter-account, and the
second does the description change ("TF 2023 2034-302" => Transfer to Fred).
(Note the key fixed typo at the end of the previous line!)
Sorry for the confusion.
-----Original Message-----
From: gnucash-user <[email protected]> On
Behalf Of Paul Kroitor
Sent: Thursday, May 4, 2023 8:04 PM
To: [email protected]
Subject: [GNC] Memorized Payees (aka Import Map) vs Renaming Rules
Hi, I have two (mildly) related questions, but I will post them separately,
so the threads don't get confused.
Quicken has two facilities upon transaction import that interact with each
other:
1. Suggests a counter account (Quicken calls some of them
categories) based upon what was done with earlier transactions with the same
characteristics.
2. Translates the bank-supplied description entry into something
more friendly (Quicken call these "Renaming Rules").
So for example, an incoming bank transaction:
TF 2023 2034-302 D $100
Could be automatically changed to:
Transfer to Fred Monthly Alimony D $100
The first facility adds the "Monthly Alimony" counter-account, and the
second does the description change ("TF 2023 2034-302" => Monthly Alimony).
My question is this: Gnucash does the first part well with its Import Map
feature. Is there anything that can do the second part for me?
Thanks as always for all help,
Paul
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