OFX Importer and Transaction Matcher

[Derek Atkins]

Okay, just making sure.  It was unclear from your original message,
the "converted from quicken" seems to imply the QIF importer.
As for the OFX importer:

 - I believe someone has already mentioned the lack of a check#

 - The amount difference is due to ATM fees (you can set an option
   to change the amount of skew)

I disagree that ANY uncleared transactions should be a candidate to
match..  However it's possible that the match-chooser algorithm can be
improved.

-derek

"Berck E. Nash" <flyboy at gmail.com> writes:

> The OFX importer.  I periodically download an OFX file with the hopes of 
> marking the existing transactions as cleared and creating the new ones....
>
> Derek Atkins wrote:
>> Wait, are you talking about OFX importer or the QIF importer?
>> -derek
>> "Berck E. Nash" <flyboy at gmail.com> writes:
>>
>>> I converted to GnuCash from Quicken some months ago and have found
>>> the GnuCash transaction matcher to be less than adequate.  It makes
>>> some really bad choices when it comes to matching transactions.
>>> Sometimes it ignores check numbers (which should be a GIVEN match),
>>> it matches things with different amounts but similar names...  How
>>> can a transaction be a match if they're different amounts?!?
>>>
>>> I've been unable to find out if I can do anything to tweak the way
>>> the matching works, but have been content to go through and
>>> manually fix all its mistakes until recently.
>>>
>>> The last couple of weeks I've been unable to match some
>>> transactions manually!  The transaction matcher only presents the
>>> wrong transactions as choices, and doesn't display the correct
>>> ones!  It seems like ANY uncleared transaction should be a
>>> candidate for a match, particularily transactions with the same
>>> check numbers and amounts!
>>>
>>>Does anyone have any suggestions?  Should I check and/or file a bug report?

-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
       warlord at MIT.EDU                        PGP key available