OFX Import: Transaction Matching
Benoit Grégoire
bock at step.polymtl.ca
Mon Jul 12 12:54:41 EDT 2004
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On Thursday 08 July 2004 06:54 pm, Englisch, Volker (NIH/NCI) wrote:
> I hope this hadn't been answered elsewhere but I could not find an
> answer in the documentation or the archives to this question.
>
> I have the situation that a check I wrote on May 12th didn't clear the
> bank until June 9th and I just downloaded my financial data for last month
> using the OFX format.
>
> When I am now importing the data into GC (version 1.8.9) this transaction,
> which was entered 8 weeks ago, doesn't get matched with my register
> entries. The transaction in question is listed in the register. The
> check number and dollar amount between the register and the imported
> transaction are matching but the transaction in the register is not matched
> automatically by the importer and it is also not part of the list of
> transactions to pick from as a possible match.
>
> What is the time frame that GC uses for matching transactions and could
> this be adjusted?
The time frame is a define in import-backend.c. It was set to 21 days after a
somewhat heated discussion.
> I don't know if adjusting the "importing thresholds" in the preferences
> would help here but the few changes that I did to those values didn't seem
> to solve this particular problem.
Well, you'd have to set the display threshold to a negative value, something
the GUI won't allow.
- --
Benoit Grégoire, http://step.polymtl.ca/~bock/
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