How does the generic import transaction matcher work?

[Tony]

Thanks Trythis for your response. Now I know that this is built into AqBanking and see that something is going on.

Is there any documentation that I can read to understand how the generic import transaction matcher works? At the moment I am trying to work it our by experimenting.

I see three different pieces of information but can only guess what they mean. They are:
1) Colour code: Red / Yellow / Green
2) Action: Add / Update & Reconcile / Reconcile
and 3) the combination of the two seems to result in one of the following:
- Reconcile (auto) match
- New, transfer to (auto) "Imbalance"
- Do not import (no action selected)
- New, UNBALANCED (need acct to transfer...)
- Update and reconcile (auto) match
- Reconcile (auto) match

So for example I don't understand why the generic import transaction matcher would suggest not to import a transaction. What is the difference between Imbalance and unbalanced? What's the difference between 'Update and reconcile (auto) match'  and 'Reconcile (auto) match'.

All answers or links to documentation gratefully accepted.

Thanks,

Tony



On 30, Jan2013, at 04:29 , trythis [via GnuCash] <ml-node+s1415818n4659268h88 at n4.nabble.com> wrote:

> the AqBanking import system learns from your selections. If you import a week at at time then your repeated transfers, expenses, etc, will get suggestions within the Aqbanking import function.  It does not learn within a session, only from one session to the next.  If you attempt 3 months of imports in one session, it will learn for the next import attempt but going through 3 months of transactions can be very, very tedious. 
> 
> That's all there is and it does make things rather boring.  It wont learn to allocate similar transactions only exact.  For instance, Starbucks #273 once selected and learned will always go into "coffee shops" or whatever, but the next time you pull down your bank transactions, Starbucks #274 will not trigger "coffee shops", it will have to be manually allocated. 
> 
> g 
> 
> 
> Tony wrote
> I have just installed gnucash, set up accounts and got the online transaction working using the AqBanking Wizard with the HBCI standard. It all works wonderfully well. 
> 
> I am now looking for the feature that can learn to categorise my incoming bank account transactions and allocate them to the correct income or expense account. 
> 
> I've surfed for answers and find something on a Generic Import Transaction Matcher but I think this is only used in connection wit the OFX import function. I also found a reference to scripting rules in the editor of jGnucashLib but that dates back to 2009 and I know nothing about scripting. 
> 
> Can some advise me on how best to proceed? 
> 
> Thanks. Tony
> 
> 
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