A user does an import (was Re: New transaction matcher)

Benoit Grégoire bock@step.polymtl.ca
Tue, 26 Nov 2002 13:11:34 -0500


On November 26, 2002 01:02 pm, James A. Treacy wrote:
> One item I'd like to add about transaction matching. Some banks add a
> 'transaction number' to online banking transactions. Instead of adding
> this to a comment field, it is added to the NAME field in ofx (the P
> field in a qif). An example is:
> <NAME>KITCH TAXS   K1M5D8
> This causes a large percentage of my monthly transactions to not be
> matched automatically.
>
> Instead of complicating things with a regex matcher, this could be
> solved by simply adding a preference to limit string matching to a
> limited number of characters. For example, with my bank limiting the
> string matching to 12 characters would do the trick.

It's already partly handled.  If the first 50% of the string match, the 
transaction will get a +1 for his score (instead of the +2 of an exact 
match).