Transaction balancing

[Chris Morgan]

Does it seem that everyone agrees on the necessity to do string matching on 
imports?  At the most basic level it would be nice to have a text box at the 
bottom of the import window that lets you enter a string to search for.  You 
could use this string to highlight entries in the import list then the mass 
assign them to another account.  That would mostly solve the issues I had 
when I so poorly decided to start importing 3 years of credit card 
transactions.  One extra step would to be to have gnucash "learn" where 
transactions are assigned but this is more complex and probably not as 
necessary.

Chris


On Tuesday 21 January 2003 07:01 pm, Phillip Shelton wrote:
> Yea, that was my understanding, but I do have trouble with writing answers
> to this list that make sense.
>
> If letting the user make the distinction was implementable I would vote
> that it be at least put on the to-do list
>
> -----Original Message-----
> From: Derek Atkins [mailto:warlord@MIT.EDU]
> Sent: Wednesday, 22 January 2003 9:54 AM
> To: Phillip Shelton
> Cc: gnucash-devel@lists.gnucash.org
> Subject: Re: Transaction balancing
>
>
> That wasn't what I meant.  I meant should it partial-match on the
> beginning or end of the string?  For example, if I have an imported
> memo of "--ONLINE PAYMENT -- VANGAURD 012384564", I probably want to
> match on the first three 'words', but how does the system know this?
>
> There is currently no interface for the user to tell the system what
> substring to match on.  Perhaps I know I want to match the WHOLE
> string.  Perhaps I want to match only part of it.  Right now there is
> no way to let the user make the distinction.
>
> That was my question.
>
> -derek
>
> "Phillip Shelton" <shelton@usq.edu.au> writes:
> > At the end for my data
> >
> > -----Original Message-----
> > From: Derek Atkins [mailto:warlord@MIT.EDU]
> > Sent: Wednesday, 22 January 2003 8:15 AM
> > To: cmorgan@alum.wpi.edu
> > Cc: Benoit Grégoire; gnucash-devel@lists.gnucash.org
> > Subject: Re: Transaction balancing
> >
> > Chris Morgan <chrismorgan@rcn.com> writes:
> > > Yes, this is exactly what I had in mind.  Also, matching on
> > > the exact same text seems a bit error prone, the memos might
> > > vary by a slight amount for each transaction.
> >
> > At the beginning or the end?  I do believe that the matching code
> > will partial-match, but I don't know how partial the match is.
> > I suppose we could try to add some regex matching, but that would
> > require some user input to say what part should be matched.
> >
> > -derek
> >
> > --
> >        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@MIT.EDU                        PGP key available
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