DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

OFX import Transaction Type


#1

Would it be posible to include TRNTYPE field from OFX into description.

Problem:
After import record looks like: 04MAY A/C XXXXXXX and it is imposible to tell if it is bank charge or interest.

To know what it is I have to go to bank again and expand record to see its type
image

But in manager it is not imported and it looks like that:

Solution:
Include TRNTYPE into description on import

<STMTTRN>
<TRNTYPE>SRVCHG</TRNTYPE>
<DTPOSTED>20180531</DTPOSTED>
<TRNAMT>-15.05</TRNAMT>
<FITID>201805310001</FITID>
<NAME>04MAY A/C XXXXXXX</NAME>
</STMTTRN>

#2

Added to the latest version (18.8.8)