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Series of updates to the Help manual Importing Transactions section to change the orientation more towards a description of the interface functionality in the help manual . Restructuring and adding screenshots to Importing QIF, Importing CSV, Importing OFX, Import Matcher. Added new sections on the Match Picker and Import Map Editor and a new section re Exporting Transactions. Fix missing link to trans-import-DTAUS Another fix to missing linkend "trans-import-MT940-MT942-DTAUS fix to missing tags and syntax errors-add column descriptions to export transactions minor fix export transactions
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Hi DaveC49, Great work with all these updates. I noticed something overlooked.
In gnucash-docs/help/C/Help_ch_Transactions.xml
U+C DarkSeaGreen1 Reconciliation status will be set as cleared (n)
should be (c). Maybe you could fix?
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Thanks Chris will fix that up. I recently trawled through the code mainly on the U+C to determine exactly what happened in the update process and exactly what fields were updated after some discussion recently about which description should be retained, the user or the banks so I will fix that when I update that to describe what happens in a bit more detail
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Thanks DaveC49. More info on what is updated would be great. That is why I was looking at the docs. In case you don't have it written down already, I found yesterday that for U+C OFX/QFX:
from import file is updated to Transaction Description
from import file is updated to Transaction Notes
and of course date posted, amount & value.
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Chris, Submitted a PR on a couple of other minor edits and the 'n' to 'c' this morning. I did discover what was updated for U+C in going through the code and will check what I have in the docs against that and put another PR in. Main other outcome will be to document how the preference settings interact with the matching process.
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Oops, my tags were removed from my last comment.
Should say
NAME tag from import file is updated to Transaction Description
MEMO tag from import file is updated to Transaction Notes
but you know that already if you have read the code.
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@DaveC49 seems this is the work you were discussing.
I notice screenshot text is much smaller than text in Manual so page size has to be magnified to read it. I thought something like Win10 Settings, Display, Make text bigger (to 150%) might improve it but it seems GnuCash doesn't use OS settings. Some document systems allow pics to be clicked on to enlarge.
Window size captured also affects how it is presented:
Default window size
.
Smallest window size
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You need to quote the tags with "insert code":
<name>
,<memo>
, ...Other Tips:
use the
Preview
tab before committing,you can edit your sent comments using the
...
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You are right, I have updated https://wiki.gnucash.org/wiki/Documentation_Update_Instructions#Image_Formats.
@DaveC49, can you capture the dialogs again after shrinking the windows?
If that is not sufficient, we have to rethink https://wiki.gnucash.org/wiki/Documentation_Update_Instructions#Display_and_Print_Targets ff.
Oh, I just saw, this is no open PR, but we have commited this last year.