OFX Import Improvements
Show a transaction report or something when importing an OFX file. OFX import for investment accounts has a few quirks or bugs. One very frustrating thing about it is that the user can't see how the transactions were imported (what accounts, too often the wrong one). If the transaction were shown in a new tab like what is done in with 'Scheduled Transactions' then the user could see what happened & fix it. There's a click box to 'Review created transactions' when getting 'since last run' scheduled transactions, this is what I had in mind. A report would probably work too. If we had any easier way to see what transactions were imported it would be easier to work around the bugs.
bradh
shared this idea
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Mark Willcox
commented
The "Created Transactions" tab that you get when processing Scheduled Transactions is EXACTLY what I have been wishing for. I often want to split imported transactions, change descriptions, etc when importing. I almost never DO because it is such a pain to go and find what was imported.
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bradh
commented
Perhaps the 'Generic import transaction matcher' that pops up currently is close to what is needed. What it is lacking is showing the transaction accounts, both entries, the credit and debit. Some of the entries say 'New, transfer $xx to (auto) accountName'. I can double click this and change the account, but it is only 1 of the accounts, the other one is mystery. Some say 'New, already balanced' and it can't be changed and it doesn't say where it's going