Automatic Transaction Matching

[gnemas at gmail.com]

On Mar 6, 2011 11:15pm, gnemas at gmail.com wrote:
> Did the update to version 2.4.2 (from 2.4.0) change something related to  
> automatic transaction matching?

> My downloaded transactions used to almost always be pre-checked for  
> clearing, but now hardly any are (they are all red instead of green).

> The score is always 5, whereas the auto-clear threshold cannot be made  
> less than 6.

> Gregg

One thing that changed is that there are two new options on the "Online  
Banking" tab in the Preferences dialog.

[X] "Enable skip transaction action"

[X] "Enable update match action"

These are checked by default. If I uncheck the first one, my score=5  
transactions (exact amount, close but not exact date) are green and marked  
for "clear" as they used to be.

If I understand this correctly, the "Enable skip transaction action" option  
controls what happens to transactions in the "yellow" rating region (from 4  
to 5 by default). If "enable skip transaction action" is left unchecked,  
such transactions are marked for "clear" by default.

What I don't understand is why bother with this checkbox rather than just  
allowing the auto-clear threshold to be lowered from 6 to 3.

Further, the tooltip for the second option "Enable update match action"  
seems incorrect. It says it applies to transactions whose best match is  
above the auto-clear threshold", but it seems to also affect transactions  
in the yellow region provided the "Enable skip transaction action" option  
is not checked.

I find these settings (and their descriptions) very confusing.

Gregg