I have a couple of complaints to register regarding the import process. Actually, “complaint” is a bit harsh so let’s call them annoyances. For context, I download a QFX file from my bank and upload it to GB. I upload the file and GB does it’s thing and I see two Amazon charges that I have not entered in GB yet.
It just so happens that my “Regular: Miscellaneous” envelope is one of the most frequently used, so I drag one of my transactions there and a match is created… except the entry has the name that my bank recorded from the ACH file: “AMAZONCOM2H81D392 5942 AMZNCOMBI” or “AMAZONCOMDE6I3 5942 SEATTLE WA 0” or other such gibberish. Sad. There’s no way to select or enter a proper name for these manual matches during the import (annoyance #1), so I have to clean them up in the transaction history one by one, or…
I discovered I can drag a transaction to the “Other Envelopes” icon where I can actually rename the entry to the proper “Amazon.com” so it matches all my other Amazon.com entries (making reports cleaner and my life generally better). Happy! Only I have to type the full name here (annoyance #2). Sad. Would be great if I could type just a few characters and select from the previously used payees the same way as entering a transaction the normal way.
