[GNC-dev] import map editor

Robert Fewell 14ubobit at gmail.com
Wed Apr 11 10:38:05 EDT 2018


Yes to your first question, you should always try to do the matching on
that page, that's the way it learns for subsequent imports.
Bayesian / Non Bayesian is dependant on the preference setting you have
under 'online banking' and it uses those settings also.
'Online id' is used in OFX and QIF imports.

The import editor does not show reconciliation, it just shows you what
mappings you have and allows you to delete them.

Re-Documentation, when someone gets round to writing some, all volunteers

Columns should be saved and they do on my setup, if not for you raise a
bug, https://wiki.gnucash.org/wiki/Bugzilla

I can understand why the trailing line number is not saved as you do not
know how big your CSV is, the leading line to skip is when you have headers
which I assume would always be the same.


On 11 April 2018 at 14:29, Stefan Mueller <stefan.mueller.83 at gmail.com>

> Hallo Robert,
> you mean to do the reconciliation in *Import Dialog *> *Match
> Transactions*as shown here.
> <https://cvs.gnucash.org/docs/de/gnucash-guide/figures/basics_import_general1.png>
> I've jsut tested it. Now, there are entries in the *Import Map Editor*
> but only in the *Bayesian* list. What about *Non-Bayesian* and *Online ID*,
> how are they get filled?
> I added a transaction manually and reconciled it but nothing shows up in  *Import
> Map Editor* but I reckon that is not covered by it, isn't it.
> In addition is there any posbility to influnce the *Bayesian matching *as
> it can be done in the settings for online banking import
> <https://cvs.gnucash.org/docs/de/gnucash-guide/basics-prefs1.html#basics-onlinebank2>.
> Will be there any documentation soon?
> During my research I find a very good but lonley piece of documentation
> about the import process, 2.7. Daten importieren
> <https://cvs.gnucash.org/docs/de/gnucash-guide/basics-import1.html>, on
> what all my statements mainly base on. Will it find a way in the official
> documentation?
> The is properly off-topic and has to go in a separated email but during
> the import process I nocticed that in  *Import Dialog *> *Transaction *
> *Information*
>    1. Column selction
>    2. Trailing line to Skip number
> not saved, when saving settings.
> thx
> stefan
> 2018-04-11 11:57 GMT+02:00 Robert Fewell <14ubobit at gmail.com>:
>> I have just imported a CSV file and it works for me with and without
>> Bayesian matching the entries show up in the editor. The purpose is to
>> allow you to see and delete current matches to accounts, what you see is
>> dependant on whether you use Bayesian or not.
>> With Bayesian, the description column entries are split up into tokens
>> along with the transaction day which are then used to get the best match on
>> further imports.
>> With Non Bayesian, the description column entries are recorded against
>> there respective accounts and then used to match further imports.
>> This is where the learning aspect comes in, once you see the entries
>> hopefully it will make sense.
>> What I suspect is that you are not setting the accounts on the matcher
>> page of the assistant. If you leave them as UNBALANCED they do not show up
>> in the imap editor.
>> Bob
>> On 10 April 2018 at 21:55, Stefan Müller <stefan.mueller.83 at gmail.com>
>> wrote:
>>> Hallo all,
>>> as there isn't anyone in the user mailing list who can answer my
>>> question may someone here can help me out.
>>> Can anyone explain the purpose of the "import map editor" shown in the
>>> tools menu?
>>> All what I can find related to mapping imports is this:
>>> https://wiki.gnucash.org/wiki/Bayes <https://wiki.gnucash.org/wiki/Bayes
>>> >
>>> http://gnucash.1415818.n4.nabble.com/Fixing-confused-bayesia
>>> n-matching-data-td4685819.html <http://gnucash.1415818.n4.nab
>>> ble.com/Fixing-confused-bayesian-matching-data-td4685819.html>
>>> but there is nothing about the editor.
>>> Can anyone explain how to use it is still empty after several csv
>>> imports.
>>> Thank you
>>> Stefan
>>> _______________________________________________
>>> gnucash-devel mailing list
>>> gnucash-devel at gnucash.org
>>> https://lists.gnucash.org/mailman/listinfo/gnucash-devel

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