I'm spending too much time correcting the Bayesian transaction matcher

Chris Lonsberry chris.lonsberry at gmail.com
Fri Feb 22 08:25:07 EST 2013


Hi all,

I am the type of user who imports all of my transactions rather than
entering them by hand.

I have been trying to train the Bayesian transaction matcher, but it is
getting to be a rather painful process. It seems to match incorrectly about
as often as it matches correctly.

That wouldn't really be much of a problem if it were easy to fix. I don't
mind categorizing my transactions by hand. BUT, the method I have been
using to correct the imported transactions is painfully slow. I have to
double click each one and then scroll to find the right expense account and
click again to select it.

If, on the other hand, I just let it import everything to Imbalance, I can
move through the transactions on my keyboard and have them all properly
categorized in about 1/10th the time.

So, am I doing the corrections wrong? Is there a more efficient (ideally
keyboard only) way to accomplish this task?

If not, I might have to reset the Bayesian matching so that it always puts
everything in Imbalance and accept the fact that I will need to manually
assign them all.

Chris


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