Matching transactions

[Derek Atkins]

Hi,

possum <don.harville at att.net> writes:

> I have set up some scheduled transaations to give me a look ahead 30 days in
> the future.  I presumed that when I imported my bank transactions that if a
> scheduled transaction matched an imported transaction, then it would
> recognize it and not re-enter it.  On a similar note my paycheck varies a
> little bit each time so I can't schedule what it will exactly be each time. 
> So I set up a scheduled transaction from my company with an estimated
> amount.

No, the importers only deal with "Real" transactions that are
actually posted in the CoA.  You have to run the SXes first to
post them before the importer will see them.

> In reality this is not working all the time.  The transactions from the bank
> have a long name with various information vs. the nickname that I used in
> the scheduled transaction, so GC doesn't recognize them as the same.  Also
> the same thing for my paycheck since the amounts don't match up.

The names don't need to match as much as the values do.

> So can someone tell me how GC is supposed to work in matching imported
> transactions vs. scheduled transactions and what do I need to do to make it
> work as well as it can.  I do have Bayesian matching selected in my
> preferences.
> Thx
> -- 

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-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
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