wish: import option to recognize and link transfer

[Mickets]

When importing QIF / OFX file, a number of transactions to other internal accounts are listed (another bank account, investment account): "Transfer to Bank Account xxxx", etc.

They all have distinctive descriptions, and I would like HomeBank to automatically assign them as Internal Transfers.

Currently, Automatic Assignments don't have the option for Internal Transfers.

Thanks a lot.

Currently using version 4.3 under Windows XP Pro

[Luiz Felipe Rivabem (rivabem)]

I really wish this feature, my situation is much worse than a couple monthly credit card payments or investment transfers.

I receive my wage in "linked" savings account with automatic withdrawal. So when the checking account balance goes below zero, money comes from the savings account.

As almost no money goes directly to the main account, these operations happen nearly every day.

Dates and amounts are the same in both accounts and the memos are really distinct and used just for those operations

Checking: "Savings Withdrawal"
Savings: "Automatic Withdrawal"

It could be easy if Automatic Assignments supported Internal Transfers.

Or, maybe a easier approach could be making the import assistant search for possible internal transfers just like it searchs for duplicate transactions, displaying a list of candidates with a checkbox, but with a checkbox to select the correct operation.

Thanks

[Maxime DOYEN (mdoyen)]

note:
if the QIF is well formed the internal xfer is detected and you are already proposed to pick up the linked txn or create a new one
the L line of the txn must contains a transfert class [dst_account], so something like
L[dst_acc]

[Maxime DOYEN (mdoyen)]

this is too complex to achieve

after an import
if you open a transaction and switch to internal xfer, the link will be detected