How? Auto-matching Imported Transactions to Accounts

Darren Merritt darren at darrenmerritt.com
Sat Jul 6 07:55:53 EDT 2013


I'm fairly new to GnuCash.  I got started because I wanted to master any 
benefits of importing OFX/QFX files which I can export from my bank.  In 
addition they let me export QIF and CSV which was what I had been 
importing into spreadsheets.  My first serious financial manager is 
GnuCash and I don't think I need look any further :-)

I'm loving the extra functionality.  It's all working well here and I 
think I've got the hang of the basics.. EXCEPT there's one thing I can't 
figure out.

When I import my banking data as CSV, QIF or OFX/QFX, I then have to 
match transactions with different Accounts.

I've spent a LOT of hours experimenting in the "Generic import 
transaction matcher" and it seems to get progressively better at 
auto-matching though I don't understand what mechanisim it is using or 
how I can more deliberately train it hot to match transactions to 
Accounts.  I do a little software coding so feel free to throw developer 
terms at me.

How do I tell it how to do matching accurately?   There has to be a way, 
right?

I see it can use bayesian matching and thresholds.  I'd rather just give 
it the specific terms to match.  I have the terms ready to enter.. 
somewhere.  I'd rather turn off it's own attempt to guess. No need for 
any guessing, in fact, will be easier if it didn't try to decide and 
just let me supply the matching criteria.

I thought this line in Help docs might relate to how to do it:
"regex means regular expression text search as used in various computer 
programs such as Perl"

Can anyone put me out of my misery.  I hate to ask, being someone who 
usually manages to figure stuff out, but I still don't even know if it 
is possible.

If it is simply not possible, I suppose I should familiarise myself with 
the Dev list and repository.  Tell me it's already possible :-)

Thanks heaps.



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