Transaction balancing

[Derek Atkins]

You are welcome to work on it.  I am not trying to discourage that.
The 1.8 release is currently scheduled for Feb 2.

HBCI is in Germany only, so it is unlikely that you will have a chance
to use it.  Supposedly it is Really Cool (TM).

-derek=20

Chris Morgan <chrismorgan@rcn.com> writes:

> I've used both the qif and qfx importers, haven't tried the
> hbci, not even aware of what format that is or who uses it.=20
> Perhaps we then want to allow the user to search on a given
> column of data for text.  The automatcher then would want to
> use only appropriate columns for matching on that could be
> specified by the appropriate importer.  Even though we are in
> feature freeze I'd like to work on this so it is ready for
> when 1.8.0 is released, whenever that may be.
>=20
> Chris
>=20
>=20
> ---- Original message ----
> >Date: 22 Jan 2003 10:47:34 -0500
> >From: Derek Atkins <warlord@MIT.EDU>=20=20
> >Subject: Re: Transaction balancing=20=20
> >To: Chris Morgan <cmorgan@alum.wpi.edu>
> >Cc: gnucash-devel@lists.gnucash.org
> >
> >I think it's a bit more subtle that that.  Each import
> mechanism has
> >different 'strings' to match on.  QIF, for example, has a
> PAYEE, MEMO,
> >DESCRIPTION, Category, and I think "Account".  OFX has different
> >strings to search on.  HBCI is different from both the above.
> >
> >I do not think there is a one-size-fits-all system.
> >
> >On #gnucash I suggested that the matching logic might be best off
> >being done in Scheme -- that would allow simple upgrades or
> >plugability of the matching algorithm.  In either case,
> benoit and I
> >agree that this is *NOT* a 1.8.0 feature (as it's not a BUG,
> and we
> >_are_ supposed to be in feature freeze at the moment).
> >
> >After 1.8 is released (and we branch the sources) we can
> think about
> >adding this feature... and then _maybe_ backporting it to 1.8
> once we
> >get it working.
> >
> >-derek
> >
> >Chris Morgan <cmorgan@alum.wpi.edu> writes:
> >
> >> I'll see if I can come up with something.  I was going to
> first add a search=20
> >> textbox that will select all entries with the specified
> text, then start work=20
> >> on the automatching.
> >>=20
> >> Chris
> >>=20
> >>=20
> >> On Tuesday 21 January 2003 10:29 pm, Benoit Gr=E9goire wrote:
> >> > On January 21, 2003 03:57 pm, Chris Morgan wrote:
> >> > > 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.
> >> >
> >> > It already "learns" where transactions are assigned.  The
> only problem is
> >> > that currently, it only uses what it has learned on the
> next import.  Derek
> >> > already filed a RFE on this.  I also had to import nearly
> a year worth of
> >> > transactions recently and ran into this annoying
> limitation, so you can
> >> > hope for this feature somewhere in the 1.8 series.
> >> >
> >> > However, I am not touching this before 1.8 is released
> (we are in feature
> >> > freeze), and it will be fairly delicate to implement
> properly.
> >>=20
> >> _______________________________________________
> >> gnucash-devel mailing list
> >> gnucash-devel@lists.gnucash.org
> >> https://lists.gnucash.org/mailman/listinfo/gnucash-devel
> >
> >--=20
> >       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
> >_______________________________________________
> >gnucash-devel mailing list
> >gnucash-devel@lists.gnucash.org
> >https://lists.gnucash.org/mailman/listinfo/gnucash-devel
> >

--=20
       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