OFX Importer and Transaction Matcher

[Derek Atkins]

Quoting Benoit Grégoire <bock at step.polymtl.ca>:

> On Monday 14 February 2005 00:35, Derek Atkins wrote:
> > Quoting Benoit Grégoire <bock at step.polymtl.ca>:
> > > > I disagree that ANY uncleared transactions should be a candidate to
> > > > match..
> > >
> > > WHAT? How else is gnucash to know that the transaction cleared?
> >
> > My point is that given a particular import-transaction, EVERY uncleared
> > existing transaction should not be a match-candidate.  The potential
> > matches should be limited to "reasonable" transactions, not ANY
> > transaction.
> 
> I must completely misunderstand what you are saying.  It's the TYPICAL case 
> that the "real" matching transaction was previously uncleared, unless you 
> enter all your transaction manually, clear them using your ATM statements and
> use the OFX import purely for reconciling purposes.  

Yes, I think you misunderstand (perhaps a French v English thing?).

Let's assume you have 100 uncleared, unreconciled transactions in a particular
account.  Lets further assume that you entered all 100 txns by hand.  You now
import one transaction via OFX.  I maintain that all 100 transactions should
not be considered a "reasonable match" for that one import.  Only that subset
of those 100 transactions that match some reasonable criteria should be
provided as potential match candidates.

-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 at MIT.EDU                        PGP key available