Automated reconciliation with GnuCash

[Benoit Grégoire]

On Saturday 13 November 2004 06:21 pm, Gabriel M. Beddingfield wrote:
> It's not hard to have a logic that:
>
> (1) first compares amounts
> (2) compares dates, say a radius of 7-14 days.
> (3) compare descriptions for any matching strings
> (4) ask the user for confirmation.
>
> M$ Money already has this feature and it is the *ONLY* thing good about
> that piece of crap software.  One of the down sides of Money's
> implementation is that (IIRC) you don't have a chance to review its
> matches.
>
> > You can import the QIF but you still need to reconcile the data from the
> > import - it's an essential bit of maintenance and user involvement - you
> > need to rely on this data, it's worth checking it's correct rather than
> > trusting completely in some algorithm.
>
> Nobody suggested trusting completely in an algorithm.  I just want a "sort"
> algorithm... and then I go down the column and "approve" the matches and
> figure out what to do when no match is found. I completely agree with you
> about the importance of checking.  I just disagree about the importance of
> spending an hour to do it.

Well, QIF doesn't use the new generic matcher like OFX and HBCI.  But if it 
did, it would do all that you describe.  All that would be left to do if run 
the reconcile dialog once and click ok.

-- 
Benoit Grégoire, http://benoitg.coeus.ca/
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