Matching transactions

[possum]

Thanks Derek.  Will try that and see how that works out over the next month.


Derek Atkins wrote:
> 
> 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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