Re: [GNC] How to edit pop-up menu when typing transaction descriptions
I like the new method. But from the comments so far, I think there may be a couple option for an enhancement request. 1. Have a preference setting for account matching on transaction entry where the user could set: A. Contains; or, B. Leads with [C. Some may want Trails with] [[D. Perhaps a Match Case option]] 2. Another preference box for how many days back the user wants to match. Blank entry would be ALL. Zero would turn the matching off and XX days could be set to any number between 1 and some arbitrarily large number. But I think the useful ones would be 30, 60, 90, 180, 360, ALL 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 On 6/6/23 07:32, David Carlson wrote: The problem with the solution that Adrien suggests is that there is a real possibility that the existing descriptions may be correct for existing transactions but inappropriate for new transactions. I think there is no solution as long as the current method is used to populate the list, so we must live with it. On Tue, Jun 6, 2023 at 9:23 AM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: This list is populated from the descriptions used in every transaction - in that register. If there are some entries that are errant (such as misspellings) or variant for the same entity (like a Payee, store name, etc.) the only way to correct these is to change those descriptions you don't want to those you do. The easiest way to do this would be to do a Find for the description you want to change, which will give you a list of transactions using it. Then, as you correct them one-by-one, they'll disappear from the search results and when the results register is empty, it will no longer appear in the drop down list in account registers which are affected by those transactions. Regards, Adrien On 6/5/23 11:00 PM, Sebastian Aguilar wrote: When I type in the description of a transaction, a pop-up menu of previous entries appears. Is there a way to edit this menu? Sometimes it feels more cumbersome than helpful. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to edit pop-up menu when typing transaction descriptions
I hope we don't suffer from "pride of authorship". I've seen, read and experienced enough issues with the current process that it begs for the great coders of this terrific product to listen and improve on this process. Thanks to all who create and manage this FREE tool. On Tue, Jun 6, 2023 at 2:36 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > You or anyone for the case of existing vs. new. > > Honestly, I haven't had any issue with the feature at all and over 90% > of my transactions are all touching the same source account so my list > is potentially very large. I've only found a handful of variant > spellings for payees, and corrected them right away. But apparently > mileage varies as there is a non-zero contingent that is having problems. > > It *does* narrow down the list as you keep typing, perhaps folks are > expecting a 'begins with' search and don't like to type more than 2 > characters? > > I'd at least think a 'begins with' type search would be better, and more > like how the previous auto-fill worked. > > I'm not opposed to an independent table of payees if that happens, but I > can imagine it being a mess eventually, and then requests for copying > lists to different account registers, or syncing them up, etc. > > Regards, > Adrien > > On 6/6/23 10:53 AM, David Carlson wrote: > > Adrien, > > > > Who are you asking to provide an example? > > My point was that the manual editing method that you suggested couldn't > be > > used if the existing descriptions must be kept. > > In my data file that is often the case. > > I agree that there is a lot of 'noise' in the drop down list of > suggestions > > caused by searching existing transactions to populate this list. > > > > I think that such a list would best be populated from an independent > table > > which would be entirely new to GnuCash. It could be called 'Payees' and > it > > should be independent for each account. > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to edit pop-up menu when typing transaction descriptions
You or anyone for the case of existing vs. new. Honestly, I haven't had any issue with the feature at all and over 90% of my transactions are all touching the same source account so my list is potentially very large. I've only found a handful of variant spellings for payees, and corrected them right away. But apparently mileage varies as there is a non-zero contingent that is having problems. It *does* narrow down the list as you keep typing, perhaps folks are expecting a 'begins with' search and don't like to type more than 2 characters? I'd at least think a 'begins with' type search would be better, and more like how the previous auto-fill worked. I'm not opposed to an independent table of payees if that happens, but I can imagine it being a mess eventually, and then requests for copying lists to different account registers, or syncing them up, etc. Regards, Adrien On 6/6/23 10:53 AM, David Carlson wrote: Adrien, Who are you asking to provide an example? My point was that the manual editing method that you suggested couldn't be used if the existing descriptions must be kept. In my data file that is often the case. I agree that there is a lot of 'noise' in the drop down list of suggestions caused by searching existing transactions to populate this list. I think that such a list would best be populated from an independent table which would be entirely new to GnuCash. It could be called 'Payees' and it should be independent for each account. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to edit pop-up menu when typing transaction descriptions
That feature is currently being updated and hopefully the new version ready for 5.2. In the new version it will be easier to cancel an unwanted match and also matching will prioritize recent transactions in a way more similar to how it was before in version 4. See https://github.com/Gnucash/gnucash/pull/1625 for work in progress On Tue, Jun 6, 2023, 09:35 Eric Chapman wrote: > I also like the idea of having a separate user-editable list/table for > each account with Payees. When we input a transaction in with a payee > not in the list it could ask us if we'd like to save it to the list and > then, if yes, it could allow us to input other data such as the payee > address. > > -- > Eric Chapman > GnuCash 4.13 on MacOS 13.1 Ventura running on 2018 Mac Mini (3.2 GHz > 6-Core Intel Core i7) > > On 6/6/23 12:12, Sherman Yoder wrote: > > Populating the list from a separate table would be a splendid idea, > > especially if the table could include the payee addresses so the > > address could print on the check without typing it in each time. > > > > Sherman > > > > On 6/6/2023 11:53 AM, David Carlson wrote: > > > > Adrien, > > > > Who are you asking to provide an example? > > My point was that the manual editing method that you suggested couldn't > be > > used if the existing descriptions must be kept. > > In my data file that is often the case. > > I agree that there is a lot of 'noise' in the drop down list of > suggestions > > caused by searching existing transactions to populate this list. > > > > I think that such a list would best be populated from an independent > table > > which would be entirely new to GnuCash. It could be called 'Payees' and > it > > should be independent for each account. > > > > > > > > On Tue, Jun 6, 2023 at 10:07 AM Adrien Monteleone < > > [1]adrien.montele...@lusfiber.net> wrote: > > > > > > How would you envision this would work in a case where you want to edit > > an existing transaction that has a description which you've removed from > > the list for new transactions? Since every transaction as it is being > > entered is a 'new' transaction, where does this cutoff happen? > > > > Maybe an example could illustrate this use case? > > > > > > Regards, > > Adrien > > > > On 6/6/23 9:32 AM, David Carlson wrote: > > > > The problem with the solution that Adrien suggests is that there is a > > > > real > > > > possibility that the existing descriptions may be correct for existing > > transactions but inappropriate for new transactions. I think there is no > > solution as long as the current method is used to populate the list, so > > > > we > > > > must live with it. > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to edit pop-up menu when typing transaction descriptions
Yes On Tue, Jun 6, 2023 at 10:53 AM David Carlson wrote: > Adrien, > > Who are you asking to provide an example? > My point was that the manual editing method that you suggested couldn't be > used if the existing descriptions must be kept. > In my data file that is often the case. > I agree that there is a lot of 'noise' in the drop down list of suggestions > caused by searching existing transactions to populate this list. > > I think that such a list would best be populated from an independent table > which would be entirely new to GnuCash. It could be called 'Payees' and it > should be independent for each account. > > > > On Tue, Jun 6, 2023 at 10:07 AM Adrien Monteleone < > adrien.montele...@lusfiber.net> wrote: > > > How would you envision this would work in a case where you want to edit > > an existing transaction that has a description which you've removed from > > the list for new transactions? Since every transaction as it is being > > entered is a 'new' transaction, where does this cutoff happen? > > > > Maybe an example could illustrate this use case? > > > > > > Regards, > > Adrien > > > > On 6/6/23 9:32 AM, David Carlson wrote: > > > The problem with the solution that Adrien suggests is that there is a > > real > > > possibility that the existing descriptions may be correct for existing > > > transactions but inappropriate for new transactions. I think there is > no > > > solution as long as the current method is used to populate the list, so > > we > > > must live with it. > > > > ___ > > gnucash-user mailing list > > gnucash-user@gnucash.org > > To update your subscription preferences or to unsubscribe: > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > - > > 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 > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to edit pop-up menu when typing transaction descriptions
Amen. I know its being addressed on the bug forum but this new approach is not good. On Tue, Jun 6, 2023 at 10:51 AM Jack Lockard wrote: > Frankly, I liked the way it worked in the earlier versions better. I did > not have to do near as much typing to get the previous transaction I wanted. > > With the new version it is either the extra typing or scrolling through a > long list, both of which are more time consuming. > > Part of the issue as I see it is that if you say type "am" in the > description the list includes items that start with "am", but it also > includes items that have "am" anywhere in the description. For instance, in > my case the list includes entries like James, Family, Amazon, Amy, Hampton, > and the list goes on. If it only should items that start with the entered > letters it would be much better IMO. > > Jack > > -Original Message- > From: gnucash-user > On Behalf Of Adrien Monteleone > Sent: Tuesday, June 6, 2023 11:06 AM > To: gnucash-u...@lists.gnucash.org > Subject: Re: [GNC] How to edit pop-up menu when typing transaction > descriptions > > How would you envision this would work in a case where you want to edit an > existing transaction that has a description which you've removed from the > list for new transactions? Since every transaction as it is being entered > is a 'new' transaction, where does this cutoff happen? > > Maybe an example could illustrate this use case? > > > Regards, > Adrien > > On 6/6/23 9:32 AM, David Carlson wrote: > > The problem with the solution that Adrien suggests is that there is a > > real possibility that the existing descriptions may be correct for > > existing transactions but inappropriate for new transactions. I think > > there is no solution as long as the current method is used to populate > > the list, so we must live with it. > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to edit pop-up menu when typing transaction descriptions
Proposing a new/better way please. On Tue, Jun 6, 2023 at 9:33 AM David Carlson wrote: > The problem with the solution that Adrien suggests is that there is a real > possibility that the existing descriptions may be correct for existing > transactions but inappropriate for new transactions. I think there is no > solution as long as the current method is used to populate the list, so we > must live with it. > > On Tue, Jun 6, 2023 at 9:23 AM Adrien Monteleone < > adrien.montele...@lusfiber.net> wrote: > > > This list is populated from the descriptions used in every transaction - > > in that register. > > > > If there are some entries that are errant (such as misspellings) or > > variant for the same entity (like a Payee, store name, etc.) the only > > way to correct these is to change those descriptions you don't want to > > those you do. > > > > The easiest way to do this would be to do a Find for the description you > > want to change, which will give you a list of transactions using it. > > Then, as you correct them one-by-one, they'll disappear from the search > > results and when the results register is empty, it will no longer appear > > in the drop down list in account registers which are affected by those > > transactions. > > > > Regards, > > Adrien > > > > On 6/5/23 11:00 PM, Sebastian Aguilar wrote: > > > When I type in the description of a transaction, a pop-up menu of > > previous entries appears. Is there a way to edit this menu? Sometimes it > > feels more cumbersome than helpful. > > > > ___ > > gnucash-user mailing list > > gnucash-user@gnucash.org > > To update your subscription preferences or to unsubscribe: > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > - > > 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 > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to edit pop-up menu when typing transaction descriptions
I also like the idea of having a separate user-editable list/table for each account with Payees. When we input a transaction in with a payee not in the list it could ask us if we'd like to save it to the list and then, if yes, it could allow us to input other data such as the payee address. -- Eric Chapman GnuCash 4.13 on MacOS 13.1 Ventura running on 2018 Mac Mini (3.2 GHz 6-Core Intel Core i7) On 6/6/23 12:12, Sherman Yoder wrote: Populating the list from a separate table would be a splendid idea, especially if the table could include the payee addresses so the address could print on the check without typing it in each time. Sherman On 6/6/2023 11:53 AM, David Carlson wrote: Adrien, Who are you asking to provide an example? My point was that the manual editing method that you suggested couldn't be used if the existing descriptions must be kept. In my data file that is often the case. I agree that there is a lot of 'noise' in the drop down list of suggestions caused by searching existing transactions to populate this list. I think that such a list would best be populated from an independent table which would be entirely new to GnuCash. It could be called 'Payees' and it should be independent for each account. On Tue, Jun 6, 2023 at 10:07 AM Adrien Monteleone < [1]adrien.montele...@lusfiber.net> wrote: How would you envision this would work in a case where you want to edit an existing transaction that has a description which you've removed from the list for new transactions? Since every transaction as it is being entered is a 'new' transaction, where does this cutoff happen? Maybe an example could illustrate this use case? Regards, Adrien On 6/6/23 9:32 AM, David Carlson wrote: The problem with the solution that Adrien suggests is that there is a real possibility that the existing descriptions may be correct for existing transactions but inappropriate for new transactions. I think there is no solution as long as the current method is used to populate the list, so we must live with it. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to edit pop-up menu when typing transaction descriptions
Populating the list from a separate table would be a splendid idea, especially if the table could include the payee addresses so the address could print on the check without typing it in each time. Sherman On 6/6/2023 11:53 AM, David Carlson wrote: Adrien, Who are you asking to provide an example? My point was that the manual editing method that you suggested couldn't be used if the existing descriptions must be kept. In my data file that is often the case. I agree that there is a lot of 'noise' in the drop down list of suggestions caused by searching existing transactions to populate this list. I think that such a list would best be populated from an independent table which would be entirely new to GnuCash. It could be called 'Payees' and it should be independent for each account. On Tue, Jun 6, 2023 at 10:07 AM Adrien Monteleone < [1]adrien.montele...@lusfiber.net> wrote: How would you envision this would work in a case where you want to edit an existing transaction that has a description which you've removed from the list for new transactions? Since every transaction as it is being entered is a 'new' transaction, where does this cutoff happen? Maybe an example could illustrate this use case? Regards, Adrien On 6/6/23 9:32 AM, David Carlson wrote: The problem with the solution that Adrien suggests is that there is a real possibility that the existing descriptions may be correct for existing transactions but inappropriate for new transactions. I think there is no solution as long as the current method is used to populate the list, so we must live with it. ___ gnucash-user mailing list [2]gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: [3]https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. References 1. mailto:adrien.montele...@lusfiber.net 2. mailto:gnucash-user@gnucash.org 3. https://lists.gnucash.org/mailman/listinfo/gnucash-user ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to edit pop-up menu when typing transaction descriptions
Adrien, Who are you asking to provide an example? My point was that the manual editing method that you suggested couldn't be used if the existing descriptions must be kept. In my data file that is often the case. I agree that there is a lot of 'noise' in the drop down list of suggestions caused by searching existing transactions to populate this list. I think that such a list would best be populated from an independent table which would be entirely new to GnuCash. It could be called 'Payees' and it should be independent for each account. On Tue, Jun 6, 2023 at 10:07 AM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > How would you envision this would work in a case where you want to edit > an existing transaction that has a description which you've removed from > the list for new transactions? Since every transaction as it is being > entered is a 'new' transaction, where does this cutoff happen? > > Maybe an example could illustrate this use case? > > > Regards, > Adrien > > On 6/6/23 9:32 AM, David Carlson wrote: > > The problem with the solution that Adrien suggests is that there is a > real > > possibility that the existing descriptions may be correct for existing > > transactions but inappropriate for new transactions. I think there is no > > solution as long as the current method is used to populate the list, so > we > > must live with it. > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > 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 gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to edit pop-up menu when typing transaction descriptions
Frankly, I liked the way it worked in the earlier versions better. I did not have to do near as much typing to get the previous transaction I wanted. With the new version it is either the extra typing or scrolling through a long list, both of which are more time consuming. Part of the issue as I see it is that if you say type "am" in the description the list includes items that start with "am", but it also includes items that have "am" anywhere in the description. For instance, in my case the list includes entries like James, Family, Amazon, Amy, Hampton, and the list goes on. If it only should items that start with the entered letters it would be much better IMO. Jack -Original Message- From: gnucash-user On Behalf Of Adrien Monteleone Sent: Tuesday, June 6, 2023 11:06 AM To: gnucash-u...@lists.gnucash.org Subject: Re: [GNC] How to edit pop-up menu when typing transaction descriptions How would you envision this would work in a case where you want to edit an existing transaction that has a description which you've removed from the list for new transactions? Since every transaction as it is being entered is a 'new' transaction, where does this cutoff happen? Maybe an example could illustrate this use case? Regards, Adrien On 6/6/23 9:32 AM, David Carlson wrote: > The problem with the solution that Adrien suggests is that there is a > real possibility that the existing descriptions may be correct for > existing transactions but inappropriate for new transactions. I think > there is no solution as long as the current method is used to populate > the list, so we must live with it. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to edit pop-up menu when typing transaction descriptions
How would you envision this would work in a case where you want to edit an existing transaction that has a description which you've removed from the list for new transactions? Since every transaction as it is being entered is a 'new' transaction, where does this cutoff happen? Maybe an example could illustrate this use case? Regards, Adrien On 6/6/23 9:32 AM, David Carlson wrote: The problem with the solution that Adrien suggests is that there is a real possibility that the existing descriptions may be correct for existing transactions but inappropriate for new transactions. I think there is no solution as long as the current method is used to populate the list, so we must live with it. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to edit pop-up menu when typing transaction descriptions
The problem with the solution that Adrien suggests is that there is a real possibility that the existing descriptions may be correct for existing transactions but inappropriate for new transactions. I think there is no solution as long as the current method is used to populate the list, so we must live with it. On Tue, Jun 6, 2023 at 9:23 AM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > This list is populated from the descriptions used in every transaction - > in that register. > > If there are some entries that are errant (such as misspellings) or > variant for the same entity (like a Payee, store name, etc.) the only > way to correct these is to change those descriptions you don't want to > those you do. > > The easiest way to do this would be to do a Find for the description you > want to change, which will give you a list of transactions using it. > Then, as you correct them one-by-one, they'll disappear from the search > results and when the results register is empty, it will no longer appear > in the drop down list in account registers which are affected by those > transactions. > > Regards, > Adrien > > On 6/5/23 11:00 PM, Sebastian Aguilar wrote: > > When I type in the description of a transaction, a pop-up menu of > previous entries appears. Is there a way to edit this menu? Sometimes it > feels more cumbersome than helpful. > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > 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 gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to edit pop-up menu when typing transaction descriptions
This list is populated from the descriptions used in every transaction - in that register. If there are some entries that are errant (such as misspellings) or variant for the same entity (like a Payee, store name, etc.) the only way to correct these is to change those descriptions you don't want to those you do. The easiest way to do this would be to do a Find for the description you want to change, which will give you a list of transactions using it. Then, as you correct them one-by-one, they'll disappear from the search results and when the results register is empty, it will no longer appear in the drop down list in account registers which are affected by those transactions. Regards, Adrien On 6/5/23 11:00 PM, Sebastian Aguilar wrote: When I type in the description of a transaction, a pop-up menu of previous entries appears. Is there a way to edit this menu? Sometimes it feels more cumbersome than helpful. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Proposed enhancement to OFX/QFX import
I would like to see enhancements of the type that you describe. I would request that at the same time you also look at [ https://bugs.gnucash.org/show_bug.cgi?id=721139] and either address that bug or at least take care not to further break Gnucash misbehavior when accidentally touching a pending imported transaction in the register window during an import process. On Mon, Jun 5, 2023 at 11:15 PM David Reiser via gnucash-user < gnucash-user@gnucash.org> wrote: > > > On Jun 5, 2023, at 8:49 PM, Stephen Cohoon wrote: > > > > I have been using Gnucash for many years so I think it is time to > > contribute. I have several credit card accounts from different banks > that > > each take a different approach to how they populate the tags in the > > transaction download file. When I import these files I often have to > spend > > time cleaning up the description and notes fields, adding and deleting > > text. In particular, one of my banks actually lets me set the memo field > > for a transaction through their web page and app. I want this to appear > in > > the transaction description. I would like more control so I can specify > > more precisely how this data is imported for each account separately. > > > > I propose adding 2 options to the account edit screen: > > 1. Append Memo - when set, if the memo tag is populated then append that > > text to the name tag and use that combined text to populate the > transaction > > description field. Default is off in which case the present logic is > > invoked. > > > > 2. Suppress Notes - when set, skip the logic that populates the notes > field > > of the transaction. Default is off in which case the present logic is > > invoked. > > > > These options function independently. > > > > What does the community think about this? > > > > -Stephen > > -- > > Stephen Cohoon > > smcoh...@gmail.com > > > > If there's a problem that can't be solved with a clever program, is that > > problem really worth solving? > > ___ > > I wholeheartedly support at least item 2. > > A couple weeks ago, I spent a whole day manually deleting 5400+ useless > Notes of the form "OFX ext. info: |Trans type:Other|Investment …”. With > better regex skills I could have done it in a couple minutes, but it seemed > a bit dangerous for my capabilities. > > I keep my checking and credit card notes up to date, and I never let ofx > imports modify existing transactions (other than the clear flag). But TIAA > makes dozens of tiny account adjustments per quarter among the retirement > annuities held by my wife and me. My approach to retirement accounts was > to import all the transactions and make sure the units (shares) held > according to gnucash matched my statements. Over 18 years, that left me > with more than 5400 notes that held absolutely no useful information. And > now that I’m withdrawing money from those accounts, the bogus notes were > distracting when I looked at account listings. > > Dave > -- > Dave Reiser > dbrei...@icloud.com > > > > > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > 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 gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
