Comment 7 for bug 1738816

Revision history for this message
Gabor Klok (1-gabor) wrote : Re: [Bug 1738816] wish: import remember last account

The idea with the accounts is, to be remember the last selected (valid)
account.
At the moment the importer wants to create a new account for every
import, if I already have an `import` account I want to use that.
When I import frequently this is a bit of a hindrance, as I don't want
many new accounts, I just want it all in the `import` account.

A preselection in preferences, like;
( ) create new account on import
( ) use pre-existing account : [ accounts dropdown ]

would also be very acceptable. This would preselect the "account" option
on import still allowing last minute changes.

I hope that helps.

Regards,

klokkie

On 18 Jul 2018, at 20:17, Maxime DOYEN wrote:

> @sloma:
> - import memos
> - swap memos with payees
> - sentence case memo/payee
>
> => are to bet default set into the preferences / Import part
> (then you can override during import if necessary), like before 5.2
>
> No, for QIF format, your bank should provide a name, like the NSavings
> Account line below under the !Account section
>
> !Account
> NSavings Account
> TBank
> ^
> !Type:Bank
> D2004/01/30
> T121.96
> CR
>
> So the wish is to remind arbitrarily the last target account and
> preselect it ?
> BUT if you have multiple account into the same file, this is weird and
> could lead to import into a bas account. I do think, the new system
> introduced into 5.2, which consist of just a dropdown is quite simple
> compared to the previous one. Feedback on this are welcome.
>
> --
> You received this bug notification because you are subscribed to the
> bug
> report.
> https://bugs.launchpad.net/bugs/1738816
>
> Title:
> wish: import remember last account
>
> Status in HomeBank:
> New
>
> Bug description:
> Hello,
>
> I would like the import assistant to remember my last choice in the
> account section, but only if I have previously chose an existing
> acocunt. Alternatively, an tick box to remember my choice.
>
> This option is found by;
> * Select: File > Import > Qif > (chose a valid Qif)
> * Once in the Account tab, chose: Change Action > Select "Chose
> Existing".
>
> In the Transaction tab include controls to select all/none/invert.
> Ideally another control to select all ** new ** transactions since
> the last successful import (or possibly a date).
>
> This would make (my) life a lot easier.
>
> Thanks in advance, and happy holidays.
>
> Regards,
>
> Klokkie
>
> ---
>
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