Copy and Paste transaction issue

One feature I use quite often is copying a transaction with a number of split items and then pasting it OVER an existing transaction.
For instance, I have a paycheck transaction that comes in during a Download, but it never has split itemization, so I COPY a previous paycheck transaction, where I've set up the split properly, and then PASTE it over the newly imported transaction.

This all works just fine except for one thing.

The DATE comes in from the COPIED transaction.

Now, if I pasted into an empty transaction at the end of the register, that would be fine, but if I'm pasting OVER an existing transaction, I can't think of any situation where I'd want the date to be duplicated from the source of the copy.

SUGGESTION: when pasting a transaction over an existing transaction, DO NOT copy the date, instead, leave it as it is in the transaction being pasted over.
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Comments

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    The best way to handle this IMO would be to set up a Reminder for the paycheck and enter it before accepting the downloaded transaction into your register. Then the downloaded transaction should match the transaction that is already in your register.

    You can even set the Reminder to auto-enter so you don't have click anything.
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  • JRFr
    JRFr Member ✭✭
    as of May 2022, I find no ability, either with right click or top-level menus, to paste a transaction. There is capability to Copy a Transaction, but no command line to paste it.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    JRFr said:
    as of May 2022, I find no ability, either with right click or top-level menus, to paste a transaction. There is capability to Copy a Transaction, but no command line to paste it.
    If right-clicking in a transaction, old or new, shows "Paste Transaction" but it is greyed out, then a prior "Copy Transaction" must not have worked.
    In Edit / Preferences / Setup make sure that "Keyboard mappings" is still set to "Windows standard".
    Instead of using Copy / Paste try using Memorized Transactions. Start a new register transaction, select the Payee Name from the pulldown selection list and you should have most of the information for creating your new transaction with only a few keyboard or mouse clicks.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Just to be clear, in banking accounts, they are Memorized Payees, not Memorized Transactions. You can view and edit what has been memorized by going to Tools > Memorized Payee List or hitting Ctrl-T.


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